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How to use files from a folder as a source
How to use files from a folder as a source

Understand how you can have all the files in a folder as a source for your workflow

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 10 months ago

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 workflow.

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:

1. Create a new connection and select the Files in a folder option.

2. Locate the folder you want to use

3. Select the import settings

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.

4. Select the tab

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.

5. Select a data processor

Choose a data processor that you want to work with you can use one of our filter options, merge all the spreadsheets, use the left join processor, and split the data.

6. Select the destination file format

On the destination box choose which file format you want to use, it can either be a Google Sheet, an Excel or a CSV. You can also send all the data to a BigQuery table or generate a document and send it via email.

When you are done click on Finish and save and your workflow is ready to run!

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