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Troubleshooting Formula Column Data Sync Issues in Leads
I have a formula column in my Company table that I want to pull through to my leads. However, it seems that the data isn't pulling through or displaying in the same way. Any suggestions?
I have a formula column in my Company table that I want to pull through to my leads. However, it seems that the data isn't pulling through or displaying in the same way. Any suggestions?
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The column is "Research data"
Hi Callum, thanks for reaching out. Taking a look at this now.
Perfect thanks
It seems the reason you're not seeing this data in your table is that the property isn't associated with all the companies you initiated the people search for: https://www.loom.com/share/c5ba0a3a906248b0a47a2d12eeaa08ed?sid=00a2ef55-1775-420e-ae9a-5c3317aa7c23 Did you create the formula column I see in your company table before or after you kicked off your people search? I was able to work around this issue by using our Lookup Single Rows enrichment column, you should be all set now! https://www.loom.com/share/b116bf51be9b496988965525863e99d2?sid=7dca0378-9317-4d07-becb-1771615069f3
So the column was created after but I then updated the people search which as you can see pulled through the column (first few rows are showing the column but missing data). I've been told before I can update the company table and pull through the new data if I then rerun the "Company table data" column. Can you clarify if this is the case and if you can see the columns I ran manually.
That's right, you have two options here: update the company data column or your lookup column manually to retrieve all updated information or go through the write to table setup I described above if you want to have a streaming setup which you don't have to manually update.
I can see it's now pulled through, did you do something that I didn't?
Or did you just run the company table data
ow no sorry I was looking at the lookup data. Only reason I don't want to do it that way is that its cleaner to rerun company data then add a lookup for every new field thats added.
I did not edit your workflow, but I remember you were updating your Lookup column in the first video you sent me!
You won't need to add a new lookup column for every field you want to pull into your table. The lookup single row enrichment column lets you retrieve all columns matching the identifier from your company table. You can also re-fetch this data directly from the company table by re-running the column as shown: https://downloads.intercomcdn.com/i/o/w28k1kwz/1218267498/32e46bf514980795bfe7b8bd6c5f/CleanShot+2024-10-16+at+11_55_05%402x.png?expires=1729096200&signature=a32f30d494c3d838b5bdb301ae45d30162644aaf19edeeb8d0383faf6efd10b6&req=dSImHst4moVWUfMW1HO4zXbXADCx59Up7sSkfoxjv62C6Sj4G%2Bt2G%2FPTFfH2%0AJRZM%0A You'll be able to parse out the "program research result" into an individual column as follows: https://downloads.intercomcdn.com/i/o/w28k1kwz/1218270637/4da6cf9799eddcdd15b86ca0c723/CleanShot%2B2024-10-16%2Bat%2B11_57_08-402x.png?expires=1729096200&signature=626c6f35cd691215a6335e3a74d10fc058919bc98a23ea4d7a6ab32ec6c5795a&req=dSImHst5nYdcXvMW1HO4zXj5wmy7IxkFf9LJ55K8LqQATIubYtncT8eWHYz%2F%0AwXIX%0A I hope this was helpful. If there's anything else I can assist you with, please let me know!
Yeah clearly a long day, not sure why I thought that. Thanks for the help.
No worries at all Callum! Happy we were able to work this out, have a good evening and let me know if I can help with anything else.