Overview
Google Sheets serves as a the optimal data source if you aren't quite ready to connect your CRM, but are tired of maintaining static CSVs on Reveal. Data refreshes every 24H!
Set up is only a few simple steps! Here's how you can sync a Google Sheet as a data source:
Step 1/ Prepare your Google Sheet for syncing
To ensure your Google Sheet syncs properly, here are a few things to consider:
Title your Google Sheet with a unique name
and include at a minimum
Unique ID
Account Name
Website URL
Account Status
* Additional fields can be added to increase accuracy for account mapping
NOTE: All accounts in your Google Sheet must have a unique ID associated to them.
This is standard practice to track any changes on an account in the Google Sheet, so it can be updated in Reveal.
To add a unique ID to your accounts, you have two options:
Most CRMs already have a unique ID for accounts that you can use (for example: ‘Account ID’ in Salesforce, ‘Hub ID’ in HubSpot, etc.)
Or create your own (ex: 1,2,3,4,5)
This template gives an example of how you can set up your file.
Step 2/ Add a new Google Sheet on your Data Sources page
Go to data sources > Add new Google Sheet
Step 3/ Follow the Google authentication steps
Step 4/ Add URL of your Sheet and Map your Google Sheet fields to Reveal data fields
Once mapped, do not change them or your sync will return an error.
Step 5/ Define your Customers, Prospects, and Partners
Step 6/ Define any Strategic or Private accounts, and any Custom fields
Syncing Data
Your data is refreshed every 24h by default.
To instantaneously sync updated data from your Google Sheet to Reveal:
Go to the sources page on Reveal.
Click on the "Sync Now" button next to your Google Sheet.
