Google Spreadsheets

Welcome to the setup guide for integrating your Google Spreadsheet with our platform. This step-by-step documentation will help you seamlessly connect your spreadsheet, manage integrations, and add data to your models. Whether you're integrating for the first time or managing multiple connections, we've got you covered.

Alright, let's get started! First, we need to grab the link to your Google Spreadsheet. So, open up your spreadsheet and click on the “Copy link” button.

Now that we have the link, we have two paths we can take:

The difference between these two paths lies in where you create a new integration. The creation process itself remains the same. If you already have a Google Spreadsheet connection, any new integrations must be created from the Integrations page. You can create an integration while creating a model only if no such integration has been previously established.

Let's head over to the Integrations page. You'll find it on the left side menu. Once you're there, you'll see a list of all your existing integrations along with some important details like:

So, now we are ready to add your Google Spreadsheet. Click on “Create new integration.”

In the search bar, type "Google" or "Sheets" and choose the integration from the list:

Now, paste the link you copied earlier. We'll need to authenticate with your Google account to give us access. Once that's done, hit "Connect”:

And we did it! You've connected your spreadsheet. You'll see it listed on the Integrations page now. Nice work!

Now that you’ve got your integrations set up, let's talk about managing them. Sometimes you need to give them a bit of attention to keep everything running smoothly.

Need to refresh your data? You can manually synchronize your integration by clicking the sync button. Just a heads up, this won't pull in any new columns you've added to your spreadsheet since the last sync. But don’t worry!

New columns will be added automatically every 24 hours. You can’t change this frequency on your own, but our support team can help if you need adjustments. The update cycle starts from the moment you create the integration. So, if you set up your model at 2 am, it will auto-update at 2 am every day.

If you find that an integration is no longer needed, you can easily remove it.

Sometimes, you might need to tweak a few details. You can edit the integration name, update the link to your Spreadsheet, and modify optional fields. After making your changes, simply click "Update" to save them.

Now, let's add some data to your model. You need to choose which sheet you want to add to your model. Here’s how we do it:

First, you’ll see a list of all the existing sheets. You get to pick just one for now.

After you’ve chosen your sheet, hang tight for a moment. Soon, you’ll see your model ready for action. Now, click on the “Plus” button and choose what you want to add - in this case, it’s our “Final” sheet.

Once you pick your integration, you’ll see a list of columns. Select the one you want to add. For now, you can choose just one column at a time.

By default, all columns are treated as strings. However, you can easily change the data type manually. Just click on the column and select “Edit column” to update its data type.

Of course, eventually, you’ll have more than one sheet in your Google Spreadsheet. If you want to add multiple sheets, you’ll use the Enrichment function. Please read corresponding article for this information.