There are cases when you need to work with many files that are all hosted inside the same folder. For situations like these Sheetgo has created the option of using Files in a folder as a source for your automations.
With this feature you won't need to select all the files individually and won't need to update the source configuration every time a new file gets added or taken out from the folder, saving you time to focus on other aspects of your work.
To configure the files from a folder option follow these steps:
Create a New automation on an existing workflow or a new Blank workflow. And select the Files in a folder option.
Locate the folder you want to use on your cloud provider.
Now select the right import settings for your needs. Files from a folder has four different import settings:
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.
In both cases all the files from the folder will be added, meaning that if you have 6 files in the folder you will consume 6 transfers every time the workflow runs.
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.
Select the tab that will be transferred to the destination. 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.
When you are done click on Next step. You will be taken to the select a data processor step. You can choose a data processor so you can filter the data, merge all the spreadsheets, or use the left join. When you are done click on Next step.
Now, select the destination file format. On the destination box choose which file format you want to use. The available format will depend on the format of the source files, but it can be either be a Google Sheet, an Excel, or a CSV.
When you are done click on Finish and save and your workflow is ready to run!
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