Setting up Google Sheets

Iker Camara Updated by Iker Camara

If you have historical data that is not available in your CRM but that you would like to see in Dreamdata's platform we have enabled a solution to manually upload data using Google Sheets.

In case you are interested in this solution, please reach first our Customer Success team. They will follow you through the process and will also help ensuring to connect you with technical staff if needed.

The steps to manually upload data with Google Sheets are as follows:

1. Dreamdata will provide you with a template according to the data you want to upload. This will help us to validate that the data is correct.

2. Make a copy of Dreamdata's template in Google Sheets and introduce your data.

3. Share view access to google-sheets@dreamdata.io.

Once you have shared your data with us we will insert it in BigQuery and make sure that you can see everything in our app.

And the best part is that once you have enabled this solution you will be able to upload data whenever you want as you would only to need to add it to the corresponding Google Sheet. Cool, right?

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