Google Spreadsheets allows you to access, create, and edit your spreadsheets wherever you go—from your phone, tablet, or computer.
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Field (Account) Information
While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. The name you specify here is only for identifying the account inside Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data. If you are already logged in to your Google account on your browser, you will be asked to allow Adeptia Connect. In addition, if you have already configured your Google account within Adeptia Connect for Google Spreadsheet application, the system automatically displays that account in the Account drop-down list.
Specify the following information for Google Spreadsheet:
Field | Description |
|---|---|
| User ID | Username to login to your Google account. |
| Password | Password to login to your Google account. |
Triggers
A trigger (Source) specifies when a particular Transaction will start executing. While configuring the Source of a Transaction, you find a Trigger drop-down list.
Following triggers are available for Google Spreadsheet at Source.
Trigger Name | Description | Connection Type | |
|---|---|---|---|
All Spreadsheets | Extracts all the existing Google spreadsheets. | Pass-thru | |
| New Spreadsheet | Triggers when a spreadsheet is created. | Pass-thru | |
| Download Worksheets | Downloads specified worksheet. | Pass-thru & Convert | |
| New Records | Triggers when a record is added to the bottom of a worksheet. The system also considers the record that comes to the last position, due to any update in the middle of a worksheet as new. | Pass-thru & Convert | |
| Updated Records | Triggers when a record is updated in a worksheet. The system considers the following records as updated:
| Pass-thru & Convert | |
| New or Updated Record | Triggers when a record is added or an existing record is updated in the worksheet. It means, your connection will trigger even when the system rearranges a row that you are not updating. | Pass-thru & Convert | |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Transaction, you find an Action drop-down list.
Following actions are available for Google Spreadsheet at Destination.
Action | Description |
|---|---|
Delete Worksheet | Deletes worksheet from a Google spreadsheet. |
Add Records to Worksheet | Adds records to a specific worksheet of a Google spreadsheet. |
| Update records to Worksheet | Updates records of a specific worksheet of a Google spreadsheet. |
| Upsert records to Worksheet | Create or update records of a specific worksheet of a Google spreadsheet. |
With some Actions (Update and Insert), you need to further specify the criteria based on which the records will be filtered:
- Select the Spreadsheet that you want to process
- Select the Worksheet that you want to process
Select the column whose value will be used to update the records. The following example demonstrates this:
Say you have employees data in a spreadsheet, which has columns Name and Salary. If you wish to update the salary of a particular employee, Adam, then select its corresponding column, Name.
Tips
While using Google Sheets with Adeptia Connect, you need to be careful about a few things. If you don't set up your spreadsheet in a specified way, there are chances that you do not get the intended results.
Following are the things that you must consider while using Google Sheet to optimize it for use with Adeptia Connect:
- The first row must have column headers.
- The second row must have content for the columns. Minimum one content row is required.
- There can be no completely blank rows before the end of your spreadsheet.
You must add rows or records to the end of the spreadsheet. As the new records here means the last record in the list.