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
* 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
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.