Google Sheets

Push and fetch records from a Google Sheet.

Available in the STARTER plan and above.

Using the Google Sheets integration, you can perform two actions – i.e., create a record or fetch data from your desired Google Sheets.

Connecting Your Google Account

Before using this action block, you need to connect your Google account. Once connected, you will see the list of all Google Sheets that you have edit access to.

You can connect your account in two ways:

1. Google Sheets action block – Click on the “+ Add account” option

2. App market – Click on Google Sheets > Sign in with Google

Once connected, you will see your Google email address in the account dropdown.

Ensure to grant all the necessary permissions on the account permission screen.

Creating Records

Follow these steps to create a record on Google Sheets:

Step 1: Choose Your Google Sheet

After choosing your Google account, and action as “Create records”, you need to choose your desired “Sheet” from the dropdown.

You will only see the sheets that you have edit access to. And when choosing a sheet, Ally automatically creates a new worksheet under which the data will be pushed.

Step 2: Choose the Variables You Want to Send

Now choose the variables that you want to push to the selected Google Sheet. Each selected variable will be added as a column on the sheet.

For example, if you want to push lead information you would select the following variables:

• Name

• Email

• Phone

• City

• Country

• Created at

Fetching Records

Follow these steps to fetch data from a Google Sheet:

Step 1: Choose the Sheet to Search

Choose the Google sheet and the worksheet that you want to search data from.

Enable the checkbox ‘First row contains’ if the column heading is present.

Step 2: Add Your Search Criteria

Define the search criteria based on which values will be fetched from the Google Sheet.

You can choose to add multiple conditions using the “ANY/ALL” operators.

For example, you want to fetch the leads whose city is New York and country is United States.

• Condition 1: Column=city, Operator=equals to, Value=New York

• Condition 2: Column=country, Operator=equals to, Value=United States

• Choose the ALL operator, as you need both conditions to hold true

Step 3: Saving Responses

Choose the values from the columns you want to save into variables. Map them out, and the values fetched will be stored inside.

If more than one row gets qualified in the search criteria, the data will be stored in a JSON format in the variable. You can then use the dynamic data action block to parse the data.

For example, if we choose the above condition of city=New York and country=United States, we will receive multiple records as a response.

Taking the example of the name field, it would be stored as:

[{“name”: “Hardik Makadia”, “name”: “John Doe”}]

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Updating Records

Follow these steps to update records on a Google Sheet:

Step 1: Choose the Sheet to Search

Choose the Google sheet and the worksheet that you want to search data from.

Enable the checkbox ‘First row contains..’ if the column heading is present.

Step 2: Add Your Search Criteria

Define the search criteria based on which values will be fetched from the Google Sheet.

You can choose to add multiple conditions using the “ANY/ALL” operators.

For example, you want to fetch the leads whose city is New York and country is United States.

• Condition 1: Column=city, Operator=equals to, Value=New York

• Condition 2: Column=country, Operator=equals to, Value=United States

• Choose the ALL operator, as you need both conditions to hold true

Step 3: Update the Data

Map the columns you want to update with a value or variable.

The column name from the first row of your sheet will be displayed in the column dropdown.