Link your Google and Civis accounts to easily export your SQL result sets into Google Sheets.
Getting Started
- Go to Data.
- From there, under Exports, select Google Sheet.
Selecting Your Source and Destination
- Under Source on the left side of the page, select the database and credential you would like to sync data from.
- Under Destination on the right side of the page, give Civis access to your Google Sheets by clicking on the "Update Google authentication" button and selecting "Allow".
Adding SQL to Your Export
- On the left side of the page, enter the SQL code whose result set you want to export.
- Under Destination on the other side of the page, choose the action you would like to take in Google Sheets:
- Create new spreadsheet - Create a new Google Sheet.
- Create new sheet in existing spreadsheet - Create a new worksheet in an existing Google Sheet.
- Overwrite existing sheet - Wipe and write to an existing sheet in an existing Google Sheet.
- Append to existing sheet - Append to an existing sheet in an existing Google Sheet.
- Fill out the spreadsheet and worksheet fields as appropriate.
- If you'd like to export result sets in the same job, select +Add Another at the bottom of the page.
- Once your job is set up, click Run Now in the top-right corner of the page.
Scheduling Your Export
If you'd like to set your export to run on a schedule, click on the clock icon in the top-right corner of the page. From there you can have the export run on a schedule of your choosing, or else incorporate it into a workflow. For more information about job automation, see the Automate and Workflow Basics help documentation.
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