Loading data into Google Sheets

This guide explains how to load data into Google Sheets for further analysis.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

• Create a datastream whose data you want to load into Google Sheets. For more information on creating a datastream, see Creating a datastream.

• Apply the correct Data Mapping to your datastream.

Procedure

To load data from a datastream into Google Sheets, follow these steps:

1. Add Google Sheets as a destination to the workspace which contains the datastream or to one of its parent workspaces.

2. Assign the Google Sheets destination to the datastream.

   You can assign as many destinations to a datastream as you want.

   Some destinations require specific Data Mapping, such as Hubspot and Facebook Offline Conversions. If these Data Mapping requirements conflict, the destinations cannot be assigned to the same datastream.

3. Configure load settings.

Adding Google Sheets as a destination

To add Google Sheets as a destination to a workspace, follow these steps:

1. Go to the Destinations page.

2. Click + Create destination.

3. Search for and click Google Sheets.

4. Choose how to authorize Adverity to access Google Sheets:

   • To use your details, click Access Google Sheets using your credentials.

   • To ask someone else to use their details, click Access Google Sheets using someone else's credentials.

     If you choose this option, the person you ask to create the authorization will need to go through the following steps.

5. Click Next.

6. Log in to your Google Sheets account.

7. In the Configuration page, fill in the following fields:

   Name

   (Optional) Rename the destination.

   Output Folder

   Specify the folder in Google Sheets into which you want to load data. To do this, paste the last part of the folder URL into this field.

   For example, if the URL for your Google Sheets folder is https://drive.google.com/drive/folders/ABC_123, enter ABC_123 into this field.

   Mode

   To specify how Adverity loads data from a data extract to the destination if the target spreadsheet already exists, select one of the following options:

   • (Default) Select Overwrite to remove all data from the relevant spreadsheet in the destination before loading the corresponding data extract into your destination.

   • Select Add to add the data from the data extract to the relevant spreadsheet in the destination without removing any existing data.

   Data Mapping

   By default, Adverity does not apply Data Mapping conventions to the data extracts when loading them into the destination. For more information on Data Mapping, see Applying Data Mapping to a datastream.

   To apply the Data Mapping conventions defined at the datastream level when loading data into a destination, select one of the following options:

   • To apply Data Mapping and load columns with information about created or updated timestamps and filenames, select Enabled (with metadata).

   • To apply Data Mapping but not load columns containing information about created or updated timestamps and filenames, select Enabled (without metadata).

8. Click Create.

Assigning Google Sheets as a destination

To assign the Google Sheets destination to a datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, click + Add destination.

4. Select the Google Sheets checkbox in the list.

5. Click Save.

6. For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the new destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to continue configuring the destination settings or re-load the data extracts manually. For more information, see Re-loading a data extract.

Configuring settings for loading data into Google Sheets

To configure the settings for loading data into Google Sheets, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, find the Google Sheets destination in the list, and click Actions on the right.

4. Click Destination settings.

5. Fill in the following fields:

   Filename

   Choose one of the following options:

   • To load your data into an existing Google Sheets spreadsheet, copy and paste the URL of the existing spreadsheet into this field.

     If you specify the same existing Google Sheets spreadsheet for more than one datastream, this spreadsheet will be overwritten with the new data every time you load data from any of these datastreams into Google Sheets.

   • To create a new Google Sheets spreadsheet containing the data you load into Google Sheets, enter a name for the new spreadsheet into this field.

   You can use the following placeholders when creating new spreadsheet names in the destination:

   Placeholder	Description
   {datastream_id}	The datastream ID.
   {datastream_type}	The data source.

   Sheet

   Specify the sheet within the Google Sheets spreadsheet into which you want to load data. If the list of sheets is grayed out, click Save, and then click Destination Settings again.

6. Click Save.