Connect Google Sheets to import spreadsheet data into Funnel. Each data source imports one sheet (tab) from a spreadsheet.
Before you begin
Use an active Funnel subscription. Google Sheets is available on all plans.
Confirm that your Funnel user can create data sources in the workspace.
Sign in to an active Google account that can open the spreadsheet.
Prepare one sheet for each Funnel data source that you want to create.
Prepare your sheet
Format the sheet as described in the following sections.
Header row
The sheet must have a header row with column names. Funnel uses these names to identify each column during an import.
Clear cells below your data
Do not include non-empty cells in rows below the actual data. For example, do not add a Totals row below the data.
Clear all cells below your data, or create a filtered view in a new sheet. To create a filtered view, use the Google Sheets QUERY function.
Unique column headers
Each column header must have a unique name. Funnel ignores capitalization when it compares header names. For example, Funnel treats Cost and cost as the same name and cannot import both columns.
Resolve cell errors
Resolve all cell errors, such as #DIV/0 or #N/A, before you import the data. Use the Google Sheets IFERROR function to return a valid value when a formula causes an error.
Connect Google Sheets to Funnel
In the left menu, go to Data > Connect > Data sources.
Click + Connect data source.
Search for Google Sheets and click Connect now.
Select your Google account and grant the requested permissions.
Select the spreadsheet and sheet that you want to import.
Configure the header row, dates and fields.
Review the configuration and connect the data source. Funnel starts importing the sheet.
What to expect
Funnel imports all rows that start at the configured header row. Funnel then imports the sheet every hour. Each import replaces the data previously imported by that data source.
Permissions requested by Funnel
When you connect a Google account, Funnel requests these permissions:
View your Google Spreadsheets: Funnel uses this permission to read a spreadsheet after you connect it. This permission does not automatically give Funnel access to all your spreadsheets.
See information about your Google Drive files: Funnel uses this permission to read the modification details for the connected file. These details help Funnel avoid unnecessary requests to the Google Sheets API. This permission does not let Funnel read the contents of your other Drive files.
View basic account information: Funnel uses this permission to show the connected Google account.
Manage your connection
In the left menu, go to Data > Connect > Data sources.
Select the Google Sheets data source.
Open More actions.
Select the action that you need:
Select Edit configuration to change the imported fields or settings.
Select Reconnect to renew the Google authentication.
Select Pause to stop scheduled imports.
Select Remove to delete the data source.
To import another sheet or connect another Google account, create a separate data source.
If your Google authentication expires, see Expired authentication for Google Sheets.
Update your sheet
You can add rows or update data at any time. Funnel imports the changes every hour.
You can add a new column. To import the new column, edit the data source configuration.
You can reorder columns. Funnel continues to import the data.
Do not rename a column header. Funnel uses the header name to identify the column. If you rename a header, edit the data source configuration and add the field again.
Do not move the headers to a different row. If you move them, set the new header row number in the data source configuration.
Dates
Assign Funnel data to dates so that you can plot and analyze trends over time. If your data has a date for each day, select Data by daily date.
If daily dates do not apply to your data, select Other (no daily date). For example, use this option for a lookup table. Data without a daily date appears regardless of the date filter.
Import data with dates
In the data source configuration, assign the Date unit to each date field.
Use one of these formats for date cells:
Format the cells as dates in Google Sheets. Google Sheets usually applies this format automatically when you enter a date. You can select any Google Sheets date format.
Note: Google Sheets aligns recognized date values to the right, as shown in the following image. If a value is not aligned to the right, Google Sheets might not recognize it as a date. Funnel might not recognize the value either.Enter plain text in
YYYY-MM-DDformat.
Currency
Specify a currency when you import monetary data. Use one currency for all rows, or specify a different currency for each row.
To specify a currency for each row, add a column that contains three-letter ISO 4217 currency codes, such as USD, EUR and GBP.
Funnel standard fields
Funnel does not automatically map imported fields to standard dimensions and metrics. Standard fields include media type, traffic source, cost and campaign.
In Funnel, go to Data > Organize and open the dimension or metric editor. Create rules that map fields from your sheet to the applicable standard fields.
Troubleshoot an import
See Cell parsing errors in Google Sheets when Funnel cannot convert sheet values to configured field types.
Additional Google Sheets settings
Protected ranges
Use protected ranges to restrict who can edit specific rows or cells.
Protected ranges do not affect the Funnel import.
Change the spreadsheet URL
You cannot change the Google Sheets URL on an existing data source. Create a new data source to import a different spreadsheet.
Select a range
You cannot select a specific range of rows to import. Funnel imports all rows that start at the configured header row or Data starts row.