Import by Google Sheet

Key Benefits

1. No File Upload: Skip the CSV download/upload process.

2. Real-Time Updates: Edit directly in Google Sheets and sync updates quickly.

How to Use

Step 1: Open the Import Feature

• Go to the All Locations tab.

• Select Import by Google Sheet.

Difference from CSV Import: No need to download or upload files – connect directly to your Google Sheets.

Step 2: Prepare Your Google Sheet

• Ensure your sheet follows the correct format. Example:

• To check the format, click View Sample File to see a pre-filled template.

Step 3: Connect to Google Sheets

1. Click Select Google Sheet.

   
2. A popup will appear:

   • Log in to your Google account (if needed).

   • Grant permission to access Google Sheets.

   • Choose the file to import. If the file has multiple sheets, select the one you want.

     
3. Once selected, the data will be validated.

   

Step 4: Import Your Data

1. If your file is valid, the Import button will be enabled.

   • If there are issues (e.g., wrong format or missing permissions), an error message will appear.

2. Click Import to process your data:

   

Managing Imported Sheets

After importing, the Google Sheet will appear in the Data Source list.

You can click into the data to manage it using these options:

1. Edit Google Sheet: Opens the sheet in a new tab for editing directly.

   
2. Re-Import: Sync updates from Google Sheets.

   
3. Delete: Removes the sheet and all locations imported from it.

   

FAQs

1. What if I encounter an error during import?

   • Use the View Sample File for the correct structure.

   • Ensure all required fields are filled.

   • Grant permissions to access your Google Sheets.

   • Contact support

2. Can I import more than one sheet?

   • Yes, you can only manage 5 sheets in total.

3. What’s the difference between Google Sheets and CSV imports?

   Feature

   Google Sheets

   CSV

   File Upload Required

   No

   Yes

   Real-Time Editing

   Yes (via Google Sheets)

   No

Tips for Success

• Clean up your data in Google Sheets before importing.

• Re-import whenever there are updates, instead of starting over.

• Use the View Sample File to avoid formatting issues.

If you have any related questions, please contact us via Live chat or [email protected] for further assistance.