Connect with Google Sheets

You can connect your data table to a Google Sheets link.

You can either create a new data table from scratch that imports data from a Google Sheet or, connect an existing data table with a Google Sheet.

Create a Data Table from a Google Sheet

The data table will be created based on columns inside the Google Sheets link. Upon creation, the data from that Google Sheets link will be imported.

If your Google Sheet contains several thousands rows, it may take a few minutes to import that data to your data table.

Connect Existing Data Table with Google Sheets

If you want to connect an existing data table with a Google Sheets link, click on the option Connect with Google Sheets, as shown below:

If some columns are not matching, the data table will still be updated but the columns that do not match will be left out.

Title of the Google Sheet or the sequence of columns do not matter.

Column matching is not case-sensitive.

Same as with creating, in case your Google Sheet link contains several thousands rows, it may take a few minutes to import that data.

The data is always appended, unless you check this checkbox. 👇

Checkbox "overwrite current data"

By checking this checkbox, your current data in the data table will be overwritten by the data that is inside the Google Sheet link. If left unchecked, per default, the data would be appended. This means that the data in your data table would be "merged" with data from Google Sheet.

Click on the share button inside your Google Sheet:

In access settings, select Anyone with the link and Editor options, as shown below:

Data table won't be connected with your Google Sheet link if you don't grant the right access. You must select Anyone with the link and grant Editor permission.

How Syncing Works

From the moment when your data table gets connected with a Google Sheet, your data table will be continuously synced with that Google Sheet link. This is how syncing works:

  • When you click on run or your TaskBot runs on scheduler, the TaskBot fetches the latest version of the Google Sheet that your data table is connected to right before it starts running.

  • Whatever changes are made to the data table during the run are then posted to that Google Sheet after the TaskBot finishes running.

This means that whatever changes you make to your Google Sheet, the TaskBot will get them before it runs. But if you change something in your Google Sheet during the time that the TaskBot runs, these changes will be overwritten.

To avoid any data mismatch, do not edit data in your data table while the data table is connected with a Google Sheet. You are free to edit your data in Google Sheet itself. You can still add new columns, however.

How to stop syncing

To stop syncing, simply click on Disconnect from Google Sheets, as shown below. Your data table will remain as it is with all the data it currently contains but it will no longer receive or send data from or to your Google Sheet.

And you can re-connect your data table to Google Sheets anytime again.

Get latest data in between runs

As explained above, the data is auto-synced on TaskBot run start and TaskBot run end. This means that the data in your data table might get outdated compared to the data in your Google Sheet in between the TaskBot runs.

This is nothing to worry about since your TaskBot will fetch the latest data on each run start. However, you also have an option to get latest data in between the runs by manually clicking on the option Get latest data, as shown below:

FAQ

My Google Sheet got automatically disconnected. Why?

Data table will be automatically disconnected in these cases:

  • The access rights are not valid anymore. For example, this can happen when you changed the access right for your Google Sheet link from Anyone with the link to Restricted.

  • You changed column titles or removed some columns, so that there are no more matching columns between the Google Sheet and your data table.

  • You deleted that Google Sheet.

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