3. How to merge data from a folder with Sheetgo
If you need to merge multiple files, it might happen that all the files are in a single folder. If that's the case, Sheetgo has the option of choosing all the files in a folder as a source, saving you time from having to manually add each file.
To configure a merge from a folder follow these steps:
1. Create a new connection and select the Files in a folder option.
2. Locate the folder you want to use
3. Select the import settings
The Files in a folder option has four different import settings, choose the one that best suits your needs.
Import data from every file in the folder (newest to oldest): If this option is selected every time the workflow runs Sheetgo will transfer the data from every file inside the folder, respecting the order in which they were added, from newest to oldest. This means that in the destination the data will be sorted from new to old.
Import data from every file in the folder (oldest to newest): This option works exactly like the previous one, but instead of sorting them from new to old, the data will be sorted from oldest to newest.
Only import data from the latest file added to the folder: If the data inside each file is not updated every time the workflow runs you can choose this option that will only transfer the data from the latest file that was updated. This means that if you have 6 files inside the folder, it will only transfer the data from the file that was updated most recently, using just 1 transfer, instead of 6.
Only import data from the oldest file added to the folder: This option will import data from the oldest file in the folder, regardless of any other files that may exist. If you have a folder with 6 files, this will ensure that only the first created file will be considered for data importation, using just one transfer per run.
4. Select the file tab
As the default option, Sheetgo will import the data from every first tab on the spreadsheets. The tabs that you want to transfer should all have the same name, if they are not the first tab of the file you can choose the right one on the dropdown menu.
5. Select the Merge process
6. Select the destination file format
On the destination box choose which file format you want to use, it can either be a Google Sheet, an Excel or a CSV.
7. Set file name and tab
After choosing the file format specify if you are exporting the data into a new or existing file. If it's a new file type in the file name and choose a name for the tab where the data will be transferred to.
When you are done click on Finish and save and your workflow is ready to run!