21.09.2022
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How to Connect Google Sheets as Data Destination

How to Connect Google Sheets as Data Destination

The integration will allow you to add or update rows in Google Sheets based on data from other systems. For example, if an order in CRM moved to another stage of the funnel, or when a new order appeared on your site, a new row will be added. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually add each row to the table.

Let's go through the entire Google Sheets setup steps together!

Navigation:
1. What will integration with Google Sheets do?
2. How to connect your Google Sheets account to ApiX-Drive?
3. How to set up data transfer to Google Sheets in the selected action?
4. An example of the data that will be sent to your Google Sheets.
5. Auto-update and update interval.

After configuring Data Source, click "Start Configuring Data Destination"

How to Connect Google Sheets as Data Destination | Setup Data Destination system

Select the system as Data Destination. In this case, you must specify Google Sheets.

How to Connect Google Sheets as Data Destination | System selection

Next, you need to specify an action, for example, "Add ROW".

How to Connect Google Sheets as Data Destination | Action selection

- Add ROW - data will be added to your table and sheet in new rows. For example, if you have 10 rows filled in your table, then our system will add data to the 11th row, and so on. If your table has 10 filled rows and you delete the data from the 5th row, then the system will continue to transfer data to the 11th row, and so on. But if you delete all rows, then the system will pass data to the first row.
- Update ROW - your table and sheet will update or add data in the rows and columns you need. The system will search for the required value in one of the columns, and if, when get new data from the Data Source system, it finds a row with the required parameter (phone number, Email or order number), then the data in the column you specified will be updated or added.

The next step is to select the Google Sheets account to which will be send the data.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".

How to Connect Google Sheets as Data Destination | Account connection

Select which account you want to connect to ApiX-Drive and grant all permissions to work with this account.

How to Connect Google Sheets as Data Destination | Account selection
How to Connect Google Sheets as Data Destination | Granting access

When the connected account is displayed in the "active accounts" list, select it.

How to Connect Google Sheets as Data Destination | Account selection

Specify the table and sheet of Google Sheets into which the data will be get.

How to Connect Google Sheets as Data Destination | Table selection
How to Connect Google Sheets as Data Destination | Sheet selection

Now you need to assign variables from the Data Source system to the columns of the table you need.
To add a variable, click on the column field and select the desired variable from the drop-down list. Please note that you can use not only Data Source variables, but also manually entered data.

Click "Continue" when you're done with assigning fields.

How to Connect Google Sheets as Data Destination | Assigning fields
How to Connect Google Sheets as Data Destination | Assigning fields
How to Connect Google Sheets as Data Destination | Assigning fields
How to Connect Google Sheets as Data Destination | Assigning fields
How to Connect Google Sheets as Data Destination | Assigning fields

Now you see the test data to send to Google Sheets.
Click "Send test data to Google Sheets" and test the table and sheet in Google Sheets.
If everything suits you, click "Next" for further configuration.

Note! If you get an "HTTP ERROR 500" error when submitting test data, it means that your table has too many rows. In this case, you need to transfer data to another table or sheet.

How to Connect Google Sheets as Data Destination | Test data
How to Connect Google Sheets as Data Destination | Test data
How to Connect Google Sheets as Data Destination | Checking the get result in the table

This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".

How to Connect Google Sheets as Data Destination | Enable auto-update

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to fire, or add several options at once when you need the connection to fire.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

How to Connect Google Sheets as Data Destination | Update interval
How to Connect Google Sheets as Data Destination | Update priority

To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.

How to Connect Google Sheets as Data Destination | Enable auto-update

This completes setup Google Sheets as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!