Google Sheets is a web-based spreadsheet offered by Google as part of their Drive office services. It makes it easy to create, edit and collaborate with others from any device.
Hightouch lets you pull data stored in Google Sheets and push it to downstream destinations. Before connecting your Google Sheets, it's best to make sure they meet formatting requirements.
Google Sheets formatting requirements
- Your Google Sheet must be a Sheets file, not an
.XLSXfile. If this is the case, you need to convert it to a Sheets file. To do so, go to File > Save as Google Sheets.
- Your Google Sheet must have column names in the first row of your sheet. In the following image, you can see that the column names are
To get started, go to the Sources overview page and click the Add source button. Select Google Sheets and follow the steps below.
- Click Log in to Google Sheets and select the desired Google Account.
- After reading what authorization you're giving to Hightouch, select Allow.
- Select the Spreadsheet containg the data you wish to sync from the dropdown.
- Click Continue.
Test your connection
When setting up Google Sheets as a source for the first time, Hightouch checks that you have the correct permissions. Once the test passes, click Continue to finish setup.
Once your source configuration has passed the necessary validation, your source setup is complete. Next, you can set up models to define which data you want to pull from Google Sheets.
- In Hightouch, go to the Models overview page.
- Click Add model.
- Select the Google Sheets source you previously created.
- Select the Sheet name of the data you want to sync. Hightouch treats each sheet as a separate table. If you want to sync data from multiple sheets, you need to set up a separate model for each one.
- Preview your model's query results.
- Click Continue.
- Name your model and select its primary key. Hightouch uses the primary key to determine which rows have been added, changed, or removed since the last sync.