Despite the popularity of CRM solutions, the tried-and-true spreadsheet remains a common vehicle for collecting and sharing customer information and order details. Perhaps you’re at a young company that leverages low-cost Google Workspace tools and stores data in Google Sheets. Or maybe you’re part of a larger, established company that has acquired a web store that doesn’t integrate with your existing solutions. Google Sheets may serve as an interim solution to export and import the data between systems while a larger integration or migration project is underway. Whatever the case may be, Celigo has your Google Sheets integration needs covered.
Ease of access makes Google Sheets a popular approach for immediate data transfer needs. It’s so common that at Celigo we’ve discovered integrations with Google Sheets rank in the top 10 across our customer base. But despite the appeal, integrating with the Google Sheets API requires a few tricks.
I’ve compiled key information from Celigo’s articles on Google Sheets in three tips to help you get started.
Tip 1: Use a Header Row with Unique, Easy-to-Understand Column Titles
If your spreadsheet doesn’t already include a header row with intuitive column labels, such as Company, you should add this information before you set up an import. This will come in handy when you enter the HTTP request body or map fields.
Tip 2: Identify Your Spreadsheet ID and Range
When you configure the Relative URI for an import, you must include the spreadsheet ID and range to pass to the Google Sheets API endpoint. To locate the spreadsheet ID, examine the URL for your spreadsheet. The spreadsheet ID appears between the “/d/” and the “/edit” portions of the URL.
You may be familiar with using ranges in spreadsheets when entering formulas that apply to a block of cells, for example. You’ll need to include a range when you configure the Relative URI, or at least the applicable sheet name (tab) within the spreadsheet file.
The Google API requires one additional parameter called the ValueInputOption, which is typically hardcoded to “RAW”.
For detailed instructions and Relative URI examples, see the following articles:
Tip 3: Learn When to Use the Google Sheets Connector vs. the REST API Connector
Use this connector to set up authentication between integrator.io and your Google account. When you configure an export using this connector, integrator.io prompts you for the information you need to get started extracting data from a spreadsheet. For a detailed example, check out HOW TO: Extract data from Google Sheets and get data rows into name/value pairs.
When your goal is to move data the other direction, extracting it from a system and importing it into Google Sheets, you need to use the REST API Connector.
Using this connector will enable you to specify the POST method, Relative URI, and HTTP request body that must be passed to the Google Sheets API. For more information, see Import example: Add rows to a Google Sheet.
Leveraging Community Resources for Google Sheets
When you’re moving forward with a Google Sheets integration, don’t forget Celigo’s Community is here to help you! For example, one of our customers recently encountered an error message as she was migrating data from Google Sheets to NetSuite. With some help from the Community, she was able to set up the import in integrator.io with the correct field mappings.
Whether you need to import/export Google Sheets data once or as part of a scheduled flow, Celigo provides the platform and resources to help you succeed. Happy integrating!