This article describes how to set up the Google Sheets connector in your Customer Data Hub account.

In this article:

Table of Contents Placeholder

Requirements

  • Google Account
  • Google Spreadsheet
    Must be in your Google Drive and already have column names in the first (header) row.

Supported Actions

Action Name AudienceStream EventStream
Add or Update Row

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Add or Update Row

Parameters

Parameter Description
Row Operation
  • Use the drop-down list to select the type of row operation to perform:
    • Add Only
      Add a new row without lookup.
    • Update Only
      Look up an existing row and update it.
    • Add or Update
      Look up an existing row and, if found, update it. Otherwise add a new row.
Spreadsheet Name
  • Select an existing spreadsheet name.
  • This is the name of the spreadsheet you want to write to.
Worksheet Name
  • Select an existing worksheet name.
  • Your spreadsheet may contain multiple worksheets.
  • Enter the title of the worksheet you want to target.
  • The worksheet must already contain column names in first header row
Row Data
  • Column names must already exist in the first header row of the worksheet.
  • Empty row values are skipped and not included.
  • You must have an attribute and the spreadsheet column name where you want to look for the value of the attribute.
  • To map row values to column names:
    • Select your Attribute from the Map drop-down list and enter the column name (Custom Value) in the To field. 
When the action fires, it will search for the Attribute value in the specified column.
    • If the value exists, the matching row will have its cells updated as specified in Row Data.
    • If the value does not exist, a new row is created with Row ID value and Attributes specified in Row Data.
Lookup (Optional)
  • Required for Update Only and Add or Update row operations.
  • Maps a value to a header by which to look for an existing row.
  • The Google Sheets API does not offer native support to look up rows by value. Lookups must therefore be explicitly enabled using the Enable Lookup button at the top left of the screen.
  • Lookups are enabled once per spreadsheet (using each individual Spreadsheet ID).

FAQs

How do I find my Spreadsheet ID to enable Lookup?

Use the following steps to find your Google Sheets Spreadsheet ID and enable Lookup:

  1. Click the Enable Lookup button on the upper left.
    Google Sheets Enable Lookup Button.jpg
  2. In the Spreadsheet ID field, enter your spreadsheet ID.
    You can locate the ID in your spreadsheet URL. For example, in the following URL, the Spreadsheet ID is 12345https://docs.google.com/spreadsheets/d/12345/edit#gid=0
    Visitor Lookup Spreadsheet ID.jpg
  3. Click Enable Lookup on the bottom right to return to the previous screen.
    Lookups must be enabled once per spreadsheet using the individual Spreadsheet ID.

Tracking is not available to show which Google Sheets are enabled for Lookup

There is no tracking available to show which Google sheets are enabled for lookup. Once lookup is enabled, there is no method to determine that Lookup enabled for a particular sheet if you log into the account another time.

Action Dynamic Drop-Down lists do not display in real-time

Updates to the action dynamic drop-down lists are not live and do not display in real time. For example, if you are adding a new column in Google Sheets, modifications to the sheet do not automatically inherit the changes and reflect in the drop-down list.

To view the most recent data, you can click the Refresh icon on the connectors page or deselect the spreadsheet and select it again. Using either of these methods refreshes the drop-down lists to reflect your most recent updates. 

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