Follow these steps to integrate and map a Google Sheet:
Step 1: Go to the Integrations Module
From the Revlitix dashboard, click the Integrations icon on the left panel.
Once inside, select the Connectors tab.
Step 2: Locate Google Sheets
Under Available Integrations, scroll until you find the Google Sheets card.
Click the Connect button.
Step 3: Add a Profile
Click Add Profile in the top right corner of the Google Sheets integration window.
Step 4: Get Started
Click the Get Started button.
Step 5: Choose a Google Account
Select the Google account that contains the spreadsheet you want to connect.
Step 6: Confirm Sign-In
Click Continue to sign in to your selected Google account.
Step 7: Grant Access
Click Allow to give Revlitix permission to access your Google Drive and Sheets.
Step 8: Name the Connection
Provide a unique Connection Name that helps you recognize the data source later.
Click Save & Next to continue.
Step 9: Choose Spreadsheet and Tab
You’ll now need to configure the data source:
Enter a Display Name
Select the Spreadsheet from your Google Drive
Choose the Tab you want to use within the spreadsheet
Click Field Mapping to proceed.
Step 10: Map Your Fields
Start mapping columns from your sheet to Revlitix fields.
Select a Data Type for each field (Integer, Decimal, String, Boolean, Date, Duration)
*Refer to the full data type mapping guide here.
Rename the field if needed
To proceed with saving:
Map at least one Metric field (Integer/Decimal/Duration)
Map at least one Date field
Step 11: Preview, Edit, or Restore Fields
Click the Preview button to see how your data will be interpreted
To delete a field, click the trash icon
To restore, use Add Mapping and repeat the selection process
Step 12: Save and Finalize
Once satisfied with your mappings:
Click Save to store your configuration
Click Save and Next to complete the setup
Step 13: Upload Additional Google Sheets (Optional)
To upload more Google Sheets, simply click “Add More.”
You can repeat the same steps (Display Name → Spreadsheet → Tab → Field Mapping → Save) for each additional Google Sheet you want to integrate.
Step 14: Integration Confirmation
Your Google Sheets integration will now appear under Connected Integrations with status Active. You can now start building reports using this data source.
By following these steps, you've successfully integrated your Google Sheets with Revlitix.