Documentation

How to connect Google Sheets

1. Select the Google Sheets tile

Important: please ensure you've disabled Adblock to proceed to the Google Sheets connection setup.

2. Authorize your Google account via OAuth. Before authorization, please, make sure that you are signed in to the account that has at least the permission to view the spreadsheet with your data for extraction.
3. Grant Improvado permission to see and download your spreadsheets (including settings and metadata)
4. After the connection process is completed successfully, the Google Ads connection will appear in your Connected Sources list.

How to extract data from Google Sheet

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Click on Extract to set up data extraction from your connected Google Spreadsheet.

{%docs-informer warning title="Important"%} The Google Sheet Integration allows only one Extraction per spreadsheet. If you create an Extraction for the same spreadsheet using a different Connection, it will update the existing Extraction in the origin Connection, and a new Extraction will not be generated. {%docs-informer-end%}

Step 1 - Import

1. Provide us with the required Google sheet URL and click the Import button to run the check (if the link is correct and the spreadsheet is available)

{%docs-informer info title="Note"%} You can learn more about how to work with dates in Flat Data here. Follow the Storylane guide with helpful hints and get access to the Improvado Spreadsheet Template. {%docs-informer-end%}

2. Select the tab. If your sheet consists of several tabs, then you need to select a tab with the required data.
3. The first line of the spreadsheet must be a column’s title. If additional information is provided before the column titles — it is necessary, use the Header rows to skip field to skip a certain number of rows to import data correctly.
4. Click on the Continue button.

Step 2 - Match

1. Set the Table name which will be used for loading data to your destination.
2. Configure the scheduling settings that are the same as for regular data extraction flow.

3. Select the fields you need to import. By default, all fields are selected.
4. Check the type. Each field in a data table can be assigned a text, number, or date type.
5. ~The date field is a unique date-key in the database and should be singular. Also, you have the flexibility to choose from a wide range of date formats for this field. You can learn more about how to work with dates in Flat Data here.
6. ~If you have field with numeric values that you don't want to include in your calculations, change the type from Number to Text.

5. The skip rule allows you to exclude empty rows and rows with specific values in a selected field
6. ~Default to 'Do Not Skip': Ensures all data is initially included.
7. ~Multi-Select Options: Combine 'Skip: empty' and 'Skip: value' for targeted exclusions. Selecting 'Do Not Skip' disables other skip options.
8. ~Custom Rule addition: Add one custom rule; the form is disabled afterward to maintain focus
9. ~Custom Rule deletion:  Hover over and click on the red-highlighted basket icon next to the rule to exclude it.‍

‍Usage Note: the component is designed for straightforward value-based selections and does not support complex expressions like '<10'.

{%docs-informer info title="Note"%} System default account ID, account name, and date_yyyymmdd fields are automatically added by default. The 'id', 'metrics', 'account_id' reserved for internal usage. Please do not import fields with the same names to avoid data issues. {%docs-informer-end%}

6. Click on the Import N fields button to continue.

Step 3 - Preview

1. Check the structure of data that will be extracted.
2. Once you've reviewed the fields, click the Continue button to confirm settings and proceed with data extraction.

{%docs-informer info title="Note"%} Data discrepancy may occur if you edit data in the connected Google Sheet tab during or right after the scheduled extraction. {%docs-informer-end%}

How to edit the fields setup

{%docs-informer warning title="Important"%} We currently do not support updating fields in flat data. If you need to modify the field type or skip rule, delete the Extraction and create a new one. {%docs-informer-end%}