Example: Connect a Google Sheet

Overview

In this example, you create a Google Sheet with the monthly sales that has columns Sales, Status, and Amount to keep track of your monthly revenue.

You then connect the Google Sheet as a data source to your Gtmhub account, so that you can use it for insights and dynamic key results.

Create the Google Sheet

Perform the following:

1. Create a new Google Sheet and name it Monthly sales
2. Rename Sheet1 to SalesSheet
3. In the first row, in cells A1, B1, and C1, enter Sales, Status, and Amount
4. In the second row, in cells A2, B2, and C2, enter New European supplier, won, and 10000
5. In the third row, in cells A3, B3, and C3, enter Renewal on medical supplier, in progress, and 2000
6. In the fourth row, in cells A4, B4, and C4, enter Japanese rental car company, lost, and 0
7. In the fifth row, in cells A5, B5, and C5, enter German car spears, uncertain, and 20000
8. In the sixth row, in cells A6, B6, and C6, enter US university, won, and 7000

Connect the Google Sheet

Perform the following:

1. In your Gtmhub account, in the navigation pane, expand Insights, and click Data sources.
2. In the toolbar, click Add new data source.
3. Click the Files tab.
4. Click Google Spreadsheet.
5. In Connection name, enter Connection to Monthly sales
6. Click Authenticate data source.
7. Authenticate with the Google account where you created the Google sheet.
8. Select the Monthly sales sheet.
9. Select SalesSheet and click Select data source.
10. Click + Add my data source.

Results

The data source is synced and appears on the Data sources page under Google Spreadsheet > Connection to Monthly sales > SalesSheet.

Next steps

After you have created and connected the Google, you use its data to populate the fields of the Monthly sale opportunities data entity.

Perform procedure Example: Map a custom entity to a data source.