Google Sheets Inbound Integration
Bring business and other company data into ChartHop with our Google Sheets Integration.
Contact the ChartHop team to learn more.
- Tables
- Home Page
- Profile Tabs
- Dashboards
- Forms (Text blocks)
- Resource Pages
- Letter Templates
In labs, enable "Google Sheets Integration". You will then see "Google Sheets" display on the apps page under the tab "Other available apps". Once you click install, it will guide you to connect your Google account so we can access the data in the shared sheets. Once installed, you can rename the application to better match the data you are pulling in. ChartHop cannot access data that you have not explicitly mapped to ChartHop tables or fields.
Sync frequency
You can choose to automate this sync and have it run daily, or you can manually run it at your discretion.
Note: The table needs to be created first in ChartHop before you can map to it.
All values must match EXACTLY, including any trailing white spaces. If there is a space, dash, or non alphabet character in the name, wrap the name in [""]. You CAN wrap any value in the brackets and quotes.
To map to a column in a table, you need to know the table code name (see below), and the field code name for the column.
You can map columns from different sheets within the same Google Sheet. You need to know the name of the sheet, and the name of the column.
In this example, the sheet is labeled Customers and the columns we want to map are Customer and Contract End.
ChartHop Table | Google Sheet Column |
|---|---|
Customers.customerName (this column is marked as unique in the table) | ["Customers"].["Customer"] |
Customers.contractEnd | ["Customers"].["Contract End"] |
- The first field mapped needs to be the unique field. This is a value that does not repeat in its column, and can be as simple asrow number.
- Notice above how the values are wrapped in brackets and quotes. Contract End MUST be wrapped in those values to be read by ChartHop. However, you can wrap any other values for consistency.
Once all of your field mappers are set, you can click "save mappers" and run the sync.
Initially, only Owners have the ability to install and edit the Google Sheets App.
Fields synced from Google Sheets utilize ChartHop's field settings, so anyone in the organization can be given access to view the data in the corresponding fields.
