Overview

In this example, you use Google Sheet, which is already connected to Gtmhub as a data source, to populate the fields of an already created custom entity.

This example uses the SalesSheet data source to populate the Monthly sale opportunities data entity.


Procedure

Perform the following:

  1. In the navigation pane, expand Insights and click Data sources.
  2. Expand Not connected entities.
  3. Expand the menu of Monthly sale opportunities.
  4. Click Connect.
  5. In the right, click SalesSheet.
  6. Drag the Sales field and drop it next to Sales opportunities.
  7. Drag the Status field and drop it next to Status of deal.
  8. Drag the Amount field and drop in next to Revenue.
  9. Click Save.

Result

The rows of the Monthly sale opportunities table, represented by the sales_monthly database entity is populated with the rows of the Google Sheet.


Next steps

You can use the populated data source to create insights and dynamic key results:

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