Google Sheets are a versatile platform for data processing. They can also be used as a platform for managing a limited volume of data. This feature makes it very useful to connect data from Google Sheets to Clarisights for use cases ranging from updating data for ad channels to budgets, targets. In this article, we will go through the process of making a Google Sheet integration on Clarisights.
Step-1: Connect your Sheet to Clarisights
Head over to the integrations page and select "Google Sheets" under the "Setup New Connection" section.
Here, you will see a short form for "Channel Details" as follows:
Here you will select which the Google Sheet that you want to connect on our platform. As soon as you specify the worksheet that you want to connect, we will load a preview of the first 20 rows of the file.
You will also need to select the following details:
When to pull data from the sheet (Interval and Pull Hour)
What data to pull from the sheet (Filters)
Please note that the the Channel Name and Channel Abbreviation set at this stage CANNOT be changed later.
You also need to select whether the Google Sheet channel has Non Advertising or Custom Advertising data. You are required to select this option so that we can store data accordingly in our backend (data stored as Custom Advertising has a limit on the dimensions that you can store but has lower latency than Non Advertising data sources). Please select the option that suits your use case.
Once you are done with specifying all the required options, clicking on Create Channel will move you to the next step of configuring dimensions.
Step-2: Configure Dimensions
In this step, you will be configuring the dimensions of your data channel.
A Date column is necessary in every channel in Clarisights. The list of date formats we support is available here. You can also set your own date format in the Date Format field.
In case of Non Advertising data sources, dimensions are set as follows:
Account is a default dimension. You can specify any one dimension from your sheet as Account (if you're unsure of which dimension to set as Account, you may leave this option as blank - however, we recommend that you set the lowest cardinality dimension from your sheet as Account)
You may add up to 20 dimensions in total (including Account), by clicking on "+ add dimension"
For Custom Advertising data sources, dimensions are set as follows:
Only four dimensions are allowed: Account, Campaign, Ad Group, Ad. Here, you will need to map the columns from your sheet to their relevant level (account, campaign, ad group or ad). You may leave some of the dimensions blank if they're not present in your data (for example, if Ad Group is not specified then it simply shows up as "Defaut" on the platform along with the rest of your data)
Also, please note that you can specify dimensions to be of type Image by checking the Image Dimension option. If this option is checked, we expect to find image links in the dimension fields like this.
Step-3: Configure Metrics
In this step, you need to define the metrics coming from your sheet. You can define a total of 20 float (decimal type) metrics, and 20 integer metrics, making a total of 40. This applies to both Non Advertising and Custom Advertising type channels.
Please note that the following metrics are automatically read by our system and need not be explicitly defined in case of Custom Advertising type channels:
(You will need to map the equivalent metrics from your sheet to these metrics in case they are not exactly the same as above)
That's it! Once you're done setting these options, your Google Sheet integration is complete and data should be visible on the platform in a while. You can also view logs and fetch all data from the channel from the Integrations page as shown below.
Please reach out to the CS team in case you run into any issues, we're always a ping away!