Sheetgo

How to get started

This guide will cover the steps to use Sheetgo in your Google Sheets, Gmail and Google Docs. No matter how you installed Sheetgo, follow these steps.

1

Open the template

No matter how you installed Sheetgo, the Google Sheets template below provides sample data to build your first Sheetgo automation.

2

Copy the template and open Sheetgo

Click USE TEMPLATE to copy the template. In your copy, click the USE button to open Sheetgo in your Google Sheets sidebar and start connecting.

3

Set up your first connection

Use the Import option to bring data into this spreadsheet, or select the Export option to send data to another spreadsheet.

4

Grant Google Drive™ access

To connect spreadsheets, Sheetgo will ask for permission to access your Google Drive™. Click Grant permission and select the account you want to grant permissions for.

Select all checkboxes to grant Sheetgo access to your Google Drive™ and Google Sheets™.

Important

These permissions are used exclusively for Sheetgo to operate. Sheetgo does not store, delete, or modify any of your file’s content. Your files will remain safe in your Google Drive™.

5

Finish the connection

Based on whether you are importing or exporting data, select just the source or the destination.

You can implement data processors to filter, split, and merge information.

Finally, click Finish and save.

Congratulations! You just created your first Sheetgo connection.

Take it a step further

These short reads will give you in-depth information to make the most of Sheetgo.

Get started with the Add-on for Google Sheets

Learn how you can work with Sheetgo without leaving your spreadsheet→

Importing and exporting data with Sheetgo for Google Sheets

Learn how you can connect and transfer data between your spreadsheets→

Automate your processes with Sheetgo for Google Sheets

Learn how you can run your connections automatically→

Manage your connections on Sheetgo for Google Sheets

Learn how to run, set an automation trigger and other features from inside your spreadsheets→