Documentation

Google Sheets

Updated on

Sep 26, 2023

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.

  1. 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.
  2. Grant Improvado permission to see and download your spreadsheets (including settings and metadata)
  3. 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

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

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 check out the Data format requirements. Follow the Storylane guide with helpful hints and get access to the Improvado Spreadsheet Template. {%docs-informer-end%}

  1. Select the tab. If your sheet consists of several tabs, then you need to select a tab with the required data.
  2. 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.
  3. 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.
  1. Select the columns you need to import. By default, all columns are selected.
  2. Check the type. Each column in a data table can be assigned a text, number, or date type.
  3. ~The date column is a unique date-key in the database and should be singular.
  4. ~If you have column with numeric values that you don't want to include in your calculations, change the type from Number to Text.
  1. The skip rule allows you to exclude rows with specific values in a selected column.
  2. ~For example, you can use it to keep certain campaigns in the spreadsheet but skip them during extraction based on their campaign name. ~You can also use it to exclude rows with total values.
  3. ~Please note that regular expressions or rules such as '<10' are not supported."

{%docs-informer info title="Note"%} The 'id', 'metrics', 'account_id' reserved for internal usage. Please do not import columns with the same names to avoid data issues. {%docs-informer-end%}

  1. Click on the Import N columns button to continue.

Step 3 - Preview

  1. Check the data structure by the first row of data that will be extracted.
  2. Once you've reviewed the columns, 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%}

Schema information

Setup guide

Settings

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Troubleshooting

Troubleshooting guides

Check out troubleshooting guides for
Google Sheets
here

Limits

Frequently asked questions

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.