With Sheetgo automations, you can merge data from multiple files into one, leaving the data in the source files intact. You even can merge all the files from a folder.
Please note: To merge different spreadsheets, they must have the same column structure to prevent data from getting mixed up.
1. Open Sheetgo, click New, and Create an automation
2. Select Multiple files
3. In your cloud storage select all the files to merge data from, then click Done.
4. From each spreadsheet, select the tabs you want to merge (by default this will be the first tab in each spreadsheet. Then click Next step.
5. Select the Merge processor
By default, Sheetgo treats the first row as a header. To change this, open the dropdown menu, select the desired row, and then click Next step.
6. Select the destination spreadsheet
Once you merge data, you can transfer it to a single spreadsheet or to multiple files. In this case, we send the data to one Google Sheets file.
For the destination, you have two options:
Select an existing spreadsheet:
Create a new spreadsheet: Sheetgo will save it on the root folder of the source documents by default. You can Change destination folder to specify where to create this new file. You will need to give it a name and specify the file format (Google Sheets, Excel or CSV).
If you create a new spreadsheet, Sheetgo will save it on the root folder of the source documents by default. You can Change destination folder to specify where to create this new file. You must name this new file and specify its format (Google Sheets, Excel or CSV).
Sheetgo will merge all the data from the source files into a single tab. By default this new tab will be named according to the source file but you can customize it. When you're done, click Finish and save.
This is what the resulting merge looks like. Note that this new tab is locked, you can still edit it, but any modification will be overwritten when the automation runs again.
Merge data from a folder
To merge all the files in 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 automation runs.
From the latest file added to the folder to the destination file, each time the automation 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 workflow to see how Sheetgo merged data from the three files.
Need more help?
Contact us via chat, on our email ([email protected]), or send us a ticket!
Visit our Community for help, tips, tricks, and feedback for Sheetgo.