Sheetgo is a powerful online platform that allows you to connect data from different spreadsheets, with our system you can create workflows that will allow you to transfer data from one file to another in an easy way without the need for coding or complex formulas.
To start using Sheetgo all you need is your spreadsheets, which can be Google Sheet, Excel, or other formats, and you are all set to begin building your first workflow.
1. New Workflow
The first thing you can do when creating a new workflow is add a title to it. You can do this by clicking on the Untitled workflow and renaming it.
If you need you can also rename the workflow afterward on the workflow settings.
3. Create a connection
After giving your workflow a title you will need to choose if you will start by creating a connection or a form. In this case, we want to transfer the data from a CSV file to a Google Sheet, which means we will start with a connection by clicking on the Create connection button.
4. New Connection
When creating a new connection you can also start by adding a title to it, if your workflow has many connections will make it easier to identify each one.
5. Source file
To create the connection you will first need to select the source file. Sheetgo can support a variety of file formats, in our case we will use a CSV file as the source for our connection.
6. Select file
At the source box, you will need to Select the file you want. When you click on the Select file button a new box will appear where you will need to search inside the cloud storage that you connected to Sheetgo for the file you want. After you selected the file you just need to click on Next step.
If you haven't already, this is the point where you will need to connect Sheetgo to the cloud storage that you use.
7. Data processor
After you select your source file you will be asked if you want to use a data processor. Data processors can treat the data that is on the source spreadsheet before transferring it to the destination. In this case, we are just transferring the data from a CSV file to a Google Sheet so we will Skip this step.
8. Destination file
Now it's time for you to choose the type of file that you will use as your destination. In this case, we are using a Google Sheet, so we will click on it.
9. Select file
Now you need to select the destination file itself. You can either create a new file or chose an existing one. If you choose to create a new file you can specify the name and edit the name of the tab where the data will be transferred to. By default, Sheetgo will create the new file in the same folder as the source file, if you want the destination to be in a different folder you can change that by clicking on the Change destination folder button.
After you set up the destination file, go ahead and click on Finish and save. And you are all set you've created your first connection inside your first workflow!