Gridly connector - Google Sheets

Table of contents:

• Access Gridly connectors
  
  • From Integration settings
  • From Integrations popup
• Create a new source in Gridly
• Create a new connection
  
  • Step 1: Set up source
  • Step 2: Set up destination
  • Step 3: Set up connection
• Sync data

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With Gridly connectors, you can connect your Google Sheets document with a Grid and sync data easily.

If you are using Gridly connectors for the first time, click here to learn more: Gridly connector overview 

Access Gridly connectors

A source is a registered connection point to your external data (like your Google Sheets document). Creating a source allows Gridly to securely access your spreadsheet data and sync content between Google Sheets and Gridly. You'll need to create a source before you can set up any data connections.

1. In Gridly connectors, switch to the Sources tab.
2. In the top right corner, click New source. 
3. Configure source settings:
   • Source name: Enter a name to identify your new source.
   • Source type: Select Google sheets.
4. Share your Google Sheets document with the provided girdly-connector account (Editor permission).
5. Paste the URL to your Google Sheet document into Spreadsheet link.
6. Click Save & check connection. 

Create a new connection

To link your source with a Grid, create a new connection:

1. In Gridly connectors, switch to the Connections tab.
2. Click + New connection.

You will be guided through a 3-step wizard to create your new connection. 

Step 1: Set up source

1. Select your Google Sheet source from the Source type dropdown.
2. Select one or multiple worksheet to be connected with Gridly and click Next.

Step 2: Set up destination

1. Select the Grid and branch that you want to transfer data from the source to. 
2. Click Next.

Step 3: Set up connection

Name your connection. Map columns from Google Sheets to the corresponding columns in the selected Grid: 

1. Each row in the mapping table represents a different worksheet. In case there are multiple worksheets, drag and drop rows with the icon to set input order.
2. Use the dropdown menus to map your spreadsheet columns to Grid columns (shown in the table headers).
3. Click Finish. 

Sync data

1. Open Gridly connectors, then open Connections tab.
2. Click on in a connection to sync data.