How do I get started?

Thank you for installing the Sheetgo add-on and welcome to this short post-installation guide! You have probably come here because you are seeking help with the use of Sheetgo to connect your spreadsheets. This Help Center support.sheetgo.com provides an extensive FAQ that hopefully helps you to find an answer to almost any question. If you cannot find your question, please contact support@sheetgo.com and we are happy to create a new FAQ item.

Let us now walk through the basic first steps of using Sheetgo. We start with some important terms.

Important Glossary

Connection: what you create to transfer data (import or export) between spreadsheets inside your Google Drive.

Update: what you use to run a connection.

Quotas: what is reduced by one each time you run a connection, As a free user you have 30 monthly quotas.

Append: a connection type to stack and add new data to already existing data to create backups and historical records.

Connect: a connection type to copy an entire sheet or a selection from one sheet to another.

Consolidate: a connection type to merge multiple sheets from different locations into a single one. They need to have the same structure and layout.

Source spreadsheet:  the spreadsheet located in Google Drive you want to connect to. We support Excel, CSV, TSV, Open Document and, of course, other Google Sheets.

Source sheet: the sheet tab inside the source spreadsheet that you want to connect to.

First Start

The add-on can be launched from any Google Sheet document that you have access to. To open the add-on, open a Google Sheet, go to the menu at the top and select Add-ons > Sheetgo > Start. The add-on will open a sidebar on the right side of your Google Sheet. From the sidebar, you can perform the following main actions:

  • Create connections
  • Run connections
  • Edit connections
  • View the menu
  • Access the help

Create connections

To read more about what a connection is, please continue here. To create your first connection, click on the green plus button and choose from Import or Export. Import inserts data into your spreadsheet whereas export sends data from this spreadsheet to another one.

Next, select the type of connection you want to create. Choose from Connect, Consolidate or Append. Then, select the spreadsheet you want to connect to. By default, this screen shows you a list of your most recently updated spreadsheets of your Google Drive. If your spreadsheet is not listed, use the search to locate it. After selecting the spreadsheet, select the sheet inside the spreadsheet that contains the data.

Important: whenever you create a connection, you always connect sheets inside spreadsheets.

The following settings are all optional. Enable or disable automatic updates, change the connection name (which will become the new sheet tab name containing the imported or exported data), or notify the owner of the spreadsheet that you connect to. Moreover, you can choose to filter or query your data. Once you are done with all your settings, click on the green CONNECT button to create your connection. The add-on will now automatically run your first update for this connection. As a result, you will either see a new sheet tab being created in your opened Google Sheet — this is the case for import connections — or the new sheet tab will be created in the connected spreadsheet if you had created an export connection.

Manage connections

To edit a connection, click on its pencil icon. To delete a connection, select it first, then select "Delete" from the dotted menu in the top right corner.

View the menu

You can access the menu by clicking on the icon with the three stripes in the top left corner. It shows you information about your quota. You find a link to the Connection Overview Dashboard. You can access the settings. You find a link to this Help Center. Finally, you can send us your feedback whenever something is not working.

Ask for help

In the top right corner of the sidebar, you will find our question mark help icon to ask for help. From there you can search our FAQ and if this does not solve your problem, please send us an email to support@sheetgo.com.

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