Import from Google Sheets

Link your Google and Civis accounts to easily import your spreadsheets into the platform.

Getting Started

1. On the top navigation menu, click Data, and then under Imports, select "Google Sheet."

Selecting Your Source and Destination

1. Under Source on the left side of the page, give Civis access to your Google Sheets by clicking on the "Update Google authentication" button and selecting "Allow".
2. Under Destination on the right side of the page, select the database and credential you would like to sync data into.

Adding a Table to Your Import

1. On the left side of the page, select the spreadsheet and worksheet that you would like to import.
2. Under Destination on the other side of the page, select the schema and type in the table you would like to sync that sheet into.  If the destination table doesn't exist, Civis will create the table for you.
3. If you'd like to access advanced import settings (such as wiping the destination table on each job run or indicating the first row is a header), click on the down caret to the right of the destination schema and table field.
4. If you'd like to import multiple sheets in the same job, select +Add Another at the bottom of the page.
5. Once your job is set up, click Run Now in the top-right corner of the page.

Scheduling Your Import

If you'd like to set your import to run on a schedule, click on the clock icon in the top-right corner of the page.  From there you can have the import run on a schedule of your choosing, or else incorporate it into a workflow.  For more information about job automation, see the Scheduling and Workflow Creation help documentation.

What if I am not able to choose a spreadsheet?

Make sure you are not:

• Blocking cookies
• Using an ad-blocker

Reauthenticate with Google using this 2-step process

1. Authenticate when you click the update google authentication button
   • 
2. Authenticate again when you select a spreadsheet