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How do I use the Identify Data setting?
How do I use the Identify Data setting?

Learn how to get data traceability and see which source file your destination sheet data originated from

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 4 months ago

The Identify Data function lets you see from which source file your destination sheet data was imported. This gives you data traceability in your workflows, which can be important for compliance and auditing purposes.

If you enable the Identify Data setting, which is located in the Advanced settings of the source step, Sheetgo will create an extra column in the destination sheet. In this column, you'll see which source file each row of data came from.

Identifying data is useful for:

  • Merge automations that combine data from multiple source files into one destination sheet.

  • Append automations when the source file changes.

How to enable Identify Data

  1. Open the workflow you want to work with, on the sidebar click on the Automations menu and find the automation you want to edit. the automation you need to edit.

  2. Click on the three dots menu (⋮) on the automation you want and click on Edit.

  3. Under Source, open Advanced Settings.

  4. Slide the button to enable Identify Data.

  5. Choose which source identifier you want to be displayed in the column:

    1. Source file location (folder_name/file_name/tab_name)

    2. Source file name (exact file name)

    3. Source file creation date (date and time)

    4. Source file update date (the time and date when the file was last updated)

    5. Source tab name

    6. Destination file update date and time

5. Click Finish and Save.

Sheetgo's identified data setting enhances data management by ensuring you know where each row of data in your spreadsheet came from. This helps track and update data accurately across files.

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