1. How to merge multiple files into a single spreadsheet tab
A Sheetgo connection can merge data from multiple files into one or more files, leaving the data in the source files intact. You can merge from multiple files or merge from a folder where all the files are located. After selecting the source files, these can be Google Sheets, Excel, or CSV, you will select the merge processor while building the connection. With any paid plan, you can merge unlimited files as opposed to only 3 source files per connection on a free plan.
In order to merge different spreadsheets it's essential that they have the same column structure, otherwise the data will get mixed up.
1. Open Sheetgo’s web app, click New workflow, and Create a connection
2. Select multiple files
3. In your cloud storage find the files from which the data would be pulled and click on Done.
4. Finish selecting the file, and when you are done, click on Next step.
If your files have more than one tab, make sure you've selected the right one to merge
5. Select the Merge process
By default, Sheetgo will select the first row as a header. If you need to change this, open the dropdown menu, select the desired row, and click Next step to merge data into a single spreadsheet.
6. Select the destination spreadsheet
You can send your data to a single spreadsheet or to multiple files. In our case, we are sending the data into one Google Sheet spreadsheet.
From here, you can either select an existing spreadsheet or create a new one as a destination. By default, Sheetgo will save a new spreadsheet on the root folder of the source documents, if you need you can change this set up. If you are creating a new spreadsheet you will need to give it a name and specify what format the file will have, either a Google Sheet, Excel or CSV.
Sheetgo will merge all the data from the source files into a single tab, with a name based on the source file but this can be customized if desired. When you're done click Finish and save.
Sheetgo will merge data from your source files into the same tab within a spreadsheet.
Merge data from a folder with Sheetgo
To configure a merge from a folder, repeat the steps above and select Files in a folder as the source.
Sheetgo will export data as follows:
From every file in the folder to the destination file, each time the connection is updated
From the latest file added to the folder to the destination file, each time the connection is updated.
Choose the folder name, import settings, and tab name.
After this, the next steps are identical to the ones used to merge data from multiple sources. Click Finish and save and run the connection to see how Sheetgo has merged data from the three files.