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Sync and connect local files

Learn how to upload local files from your desktop so you can connect them using Sheetgo.

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 2 weeks ago

Sheetgo is a cloud-based platform, which means that to build your workflows your spreadsheet must be available online on a cloud service like Google Drive, Dropbox, Microsoft SharePoint, or OneDrive.

If some or all of your files are stored and edited locally, there's no need to manually move them to a cloud storage folder one by one.

Instead, you can connect them using backup and sync solutions available from the main cloud storage platforms. The original file remains on your computer but a backup copy is created in the cloud. Changes to the local file are synced to the cloud file. This enables you to connect local files in an automated Sheetgo workflows.

Follow the steps in this article to sync local files to your cloud storage automatically:

Google Backup and Sync

You can sync some or all of your local files and folders from your desktop to Google Drive using Google's Backup and Sync app. Get detailed information from Google Support.

1. Download Backup and Sync onto your computer.

2. Sign in with your Google Account and follow the steps to launch the app. Choose which files or folders you want to continuously back up to Google Drive.

3. Google creates a folder on your computer called Google Drive. Open this from the Google Drive app on your desktop or the icon on the bottom right-hand corner of your screen.

backup-sync-google-icons

4. A window opens with your Google Drive folder. Drag and drop files or folders into this folder to back up and sync them to Google Drive.

backup-sync-google-move-to-drive

5. You can also do this online at drive.google.com. Click New > File Upload or Folder Upload.

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6. To add a shortcut from your computer to Google Drive, click Computers in the menu on the left. Select your computer and then click Add shortcut to Drive from the dropdown menu.

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Once your local files are backed up in Google Drive you can connect them in Sheetgo automated workflows.

OneDrive

The Microsoft OneDrive sync app allows you to sync your local files to the cloud, backing up desktop files and folders automatically.

Get full instructions from the OneDrive Help and Learning Center.

1. If you're using Windows 10 or Office 2016, OneDrive will already be installed on your computer. If not, install it here and sign in.

2. Once OneDrive is installed you will see the cloud icon in your Windows notification area at the bottom right of your screen. Click here to see the status of syncing files.

OneDrive-Installed-Icon

3. Right-click the icon to open the app. You can also open OneDrive via the Windows start button on the bottom left of your screen. Type "OneDrive" to locate and open the app.

4. Click Open OneDrive Folder to see which of your local files are syncing to OneDrive.

5. To sync a local file or folder to OneDrive, just drag and drop the file to your OneDrive folder on the list on the left.

OneDrive-Select-Folder

Dropbox

Dropbox is a file synchronization and cloud storage service. When you add a file to your Dropbox folder, the latest version is available to view from any device linked to your account. Once you add an Excel, CSV, or TSV file to your Dropbox, you can connect it using Sheetgo.

1. Download Dropbox onto your computer.

2. Run the Dropbox installer. When it asks for permission to make changes to your device, click Yes.

3. You will see the option to backup your entire computer via the key folders Documents, Downloads, and Desktop.

4. Alternatively, you can skip this step and add files to Dropbox individually. To do this, open Dropbox via the icon on your desktop or from the Windows home button. Drag and drop files or folders into the Dropbox folder on the left of the screen.

ConnectLocalFilesDropbox

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