Insert and Update Data in Google Sheets

Introduction

Integrating Google Sheets with Canonic allows you to seamlessly insert and update data in your spreadsheets directly from your workflow.

Preparing Google Sheets

1. Create/Select a Sheet: Start with an existing Google Sheet or create a new one.
2. Define Columns: Ensure your sheet has clearly defined columns that correspond to the data you will insert or update.

Setting Up the Integration in Canonic

1. Add Integration Node: In your Canonic workflow, add an integration node and select Google Sheets.
2. Configure Authentication: Set up the authentication details to access your Google Sheets.
3. Specify Sheet and Range: Enter the details of the specific sheet and cell range you will be working with.

Inserting Data

1. Map Fields: In the Canonic Google Sheets webhook configuration, map the fields from your webhook to the corresponding columns in Google Sheets.
2. Test Insert: Execute the node with test data to ensure data is correctly inserted into the sheet.

Updating Data

1. Identify Record: Use a unique identifier, like an ID or timestamp, to find the record that needs updating.
2. Map Updated Fields: Map the updated fields from your workflow to the Google Sheet.
3. Test Update: Execute the node to ensure the data is correctly updated in the sheet.

Testing and Validation

1. Execute Workflow: Run the complete workflow with test data to check both insertion and updating.
2. Verify Sheet Data: Check your Google Sheet to ensure that data is accurately inserted and updated.

Best Practices

• Regular Syncing: Ensure your workflow and Google Sheets are regularly synced to avoid data discrepancies.
• Optimize Performance: Be mindful of API limits and optimize your workflow to avoid performance bottlenecks.

Note: Integrating Google Sheets with Canonic enhances your workflow's capability to manage data dynamically. It's important to set up the integration carefully and test it extensively for seamless data handling.