Adding a Google Sheet Integration
Adding a Google Sheet to your Elate account is super simple and can be done in less than five minutes!
In Elate, click the arrow next to your name at the bottom-left corner of your screen.
Select "Integrations" from the pop-out menu.
Click "Connect" on the Google Sheets card under your "Available" Integrations.
This will open a modal for you to copy/paste the url of the Google Sheet you'd like to connect. Be sure to also confirm the format of the date column.
Click "Connect". You will be automatically prompted to sign into Google.
Next, you will then be automatically redirected back to Elate.
Congrats - Your Google Sheet is now connected in Elate and will appear under the "Connected" tab on your Integrations page.
Managing Your Google Sheet Connection
Now that you've connected your Google Sheet, you are able to "Manage" the connection. This involves assigning other Elate members to the Integration, syncing, and uninstalling the Integration.
Assigning Others to an Integration
Go to your "Connected" tab on the Integrations page and select "Manage" on the Integration card.
From there, you'll be prompted to assign Integration access to another teammate. Find your teammate in the drop down and select "Assign to Integration".
Once invited, your teammate will appear in the drop-down.
To revoke Integration access, use the three-dot menu.
Syncing, Reconnecting, and Uninstalling Your Integration
As the Integration Owner, you can use the three-dot menu to Sync, View, or Uninstall your Google Sheet connection.
While Integrations with Elate sync very frequently, there may be times when a manual sync is necessary. Choose sync to trigger this process.
Connecting An Outcome To Google Sheets Data
Please note: you will need to first connect Google Sheets (instructions above) to Elate if you haven't done so already. Additionally, your Google Sheet must be formatted in a specific format in order for it to work properly. Keep scrolling to learn more about how to format your Google Sheet correctly.
If you have the Google Sheet already connected, navigate to an Outcome and hover over the three dots in the upper right-hand corner. Then select "Connect".
After clicking “Connect,” you will see plugins that you have connected to Elate. Select the Google Sheet you want to connect.
You will then be prompted to Configure the Outcome settings.
On the configure screen, you can pull in the exact data you want from your Google Sheet.
Under the resource drop down, select the tab name you want to pull data from (these will automatically populate with the names of the tabs you have created on the sheet you connected).
Once you select your tab, you will notice that the field options will pre-populate with the available column headers from that tab. Please note that if you are using a connector to populate your sheet it may take some time Elate to fetch the new data and for it to appear in the dropdowns correctly.
Select a time field for how the data should be grouped for the respective chart (this is required). Then select the field and function you'd like to apply. For example, if I wanted to pull in a metric for Employee Count, I would select "Employee Count" as my field and "sum" as my function.
Once you're ready to finalize you can click save to initiate a sync. You can now view your Outcome within Elate!
Now that you've set up the metric, Elate will automatically refresh this data daily for you so it will stay synced with your Google Sheet data.
How to Format Your Google Sheet for Elate
For starters, here is a link to a sample Google Sheet with two different formatting options.
The main thing to note is that Elate pulls in data based on column headers. So, for example, if you wanted to pull in a monthly employee count number, you could format the data like the below:
If you are working with more complex data that you would want to filter and isn't necessarily broken out monthly, you could format the data like the below:
In this example, you could then use the column headers to filter in Elate in order to pull a specific subset of the data. For example, if you wanted to sum up the total costs of all Pencil sales, you could use the below configuration in Elate to do so:
One thing to note is that a date column is required and the format of that column should be consistent and one of the following: MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD.
Connecting An Tactic To Google Sheets Data
Great news! Google Sheets can also be used to track the progress of a Tactic. To connect a Tactic to a Google Sheet, go to your Tactic, select the three-dot menu, and select the Google Sheet you'd like to connect.
Next, fill out the information in the modal. "Resource" refers to the actual sheets within your Google Sheet. Choose what sheet you'd like to actually reference.
Then, fill out the current value and the goal value by referring to the cells in the Google Sheet.
Hit Save!
Permissions with Integrations in Elate
In order for your teammates to connect and configure an outcome in Elate using a connected Integration, two things must be true.
They must have permission to edit the Outcome itself.
AND
They must have access to the Integration.
An Elate user has access to edit an Outcome if:
They are an Org Owner or
They are an Outcome Owner or
They are on the team responsible for the outcome.
An Elate user has access an Integration if:
They are assigned access to the Integration by the Integration Owner. See below for more on how to assign teammates to an Integration in Elate.
Commonly Asked Questions
Q: Can my dates be at the row level?
A: No, our integration is set up to look for dates in a column, not rows.