Generating Source Reports: Google Sheets

Generating Source Reports: Spreadsheets

In order to utilize data you have in spreadsheets, you will first need to do the following:

  • Connect to Google Sheet from our platform
  • Import the data into a Google Sheet if you have not already done so. 
  • Share the Google Sheet with the email address you used to connect from our platform

Follow these steps to import your spreadsheet data via Google Sheets into our platform:

  1. Click on “Source Data” within the “Reports” section of the left sidebar panel

  2. On the “Source Data” page, click on “Spreadsheets” in the top left navigation section 

  3. Click on the “Actions” button to the right of the search box near the top
  4. In the drop down that appears, select “Import Spreadsheet”

  5. A pop-up should appear with the title of “Spreadsheet Import.” Input the following to specify the spreadsheet details:
    1. Organization - By default
    2. Identity - Select the login email associated with your Google Analytics account from the drop-down
    3. Name - We’d suggest including the following information:
      1. Source name (ex: Shopify Sales)
      2. Time period (ex: Jan 1 2021 to Date)
    4. Spreadsheet ID or URL - Copy and paste the URL of the Google Sheet here
    5. Sheet name - Copy and paste the tab name of the data from Google Sheet
    6. Data range - Input the first cell location and last column of the data as it appears in the Google Sheet
    7. Description - Optional. Add details regarding the data content
  6. After inputting all of the above, click the purple “Import Headers” button.
  7. You should now see the column headers from your Google Sheet appear in the white space below the “Import Headers” section. 
    1. First column is the column header name in the Google Sheet.
      1. Note: If any of the column headers change in the Google Sheet, you will need to “Edit” this spreadsheet and “Import Headers” again to update the column headers. Otherwise, you will get an error message and the data will no longer sync to our platform.
    2. Second column is the value type. Here are the different value types:
      1. Text 
      2. Long - Examples: alphanumeric strings, code
      3. Float - Examples: currency, decimals
      4. Date 
      5. Boolean - Examples: “1” or “0”, “True” or “False”. 
  8. After you have finished selecting the value type for each of the column headers, click the purple “Import Data” button at the bottom.
  9. In the “Source Data” section and the “Spreadsheets” tab, enter the report name in the search box and click Enter. You should see your report in the table below. If the report has a value of “Completed” in green under the “Status” column, that means that the report finished generating. Click the report name to open it.
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