Unfortunately, neither Excel nor Google Sheets offer a native feature in order to import data from one tool to another. However, using the Sheetgo web app, not only can you can effectively filter my Excel data to import into Google Sheets, but you can do this automatically. As a result, you can make the most of interchanging between these two spreadsheet tools, whilst saving a lot of time in the process.<\/p>\n
Let\u2019s explore more of the benefits of using Sheetgo for this process, and how to do it in just a few simple steps.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.23.1″ _module_preset=”default” background_color=”#d3e3ff” custom_margin=”40px||40px||true|false” custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_module=”44972″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.23.1″ _module_preset=”default” positioning=”none” vertical_offset=”-44px” custom_css_main_element=”margin:auto;” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.1″ _module_preset=”default” header_font_size=”33px” header_4_text_color=”#071623″ header_4_font_size=”24px” header_4_line_height=”1.4em” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Ready to streamline<\/span> your data?<\/span><\/h4>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.23.1″ _module_preset=”default” custom_css_main_element=”margin:auto;” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”center” _builder_version=”4.23.1″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_video src=”https:\/\/www.youtube.com\/watch?v=13rQNjCyLLA” _builder_version=”4.24.1″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_video][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Why import data from Excel to Google Sheets?<\/h2>\n
As mentioned previously, both Excel and Google Sheets offer different features. It\u2019s common that you may want to switch between them both in order to make the most efficient use of these features. For example, you may want to import from Excel to Google Sheets in order to make the most of Google\u2019s collaborative features, which allow multiple users to edit the same spreadsheet at the same time.<\/p>\n
Not only does Sheetgo make this importing process easy and completely automated, but it also offers additional benefits which are particularly useful, including:[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
\n- Import from one storage solution to another:<\/b> With Sheetgo, you can easily import data from a file in one storage solution to another, including SharePoint, OneDrive, and Google Drive, making data handling a lot easier.<\/li>\n
- Sync file updates from different storage solutions:<\/b> Any edits from a file version located in one storage solution will automatically be applied to the file in the other storage solution. No matter which file you work from, you\u2019ll always have the latest version of data.<\/li>\n
- Powerful data processing features:<\/b> Sheetgo offers a Filter feature, which allows you to filter your data based on either condition, SQL language, or cell color.<\/li>\n
- Avoid human error:<\/b> As the entire process is automated from start to finish, you can completely avoid any error from manual input, so your data remains accurate and up-to-date.<\/li>\n
- Schedule automatic updates:<\/b> You can create a custom schedule of updates for your workflow so that your files remain updated with the latest changes without you having to open your files.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/11\/Connection-4.png” alt=”import excel into google sheets 1″ title_text=”import excel into google sheets 1″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Now that you understand the reasons to import Excel to Google Sheets with Sheetgo, let\u2019s go through a step-by-step on exactly how to do that![\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to import filtered data from Excel to Google Sheets<\/h3>\n
Using the use case above, let\u2019s say I have an Excel file containing all of the current work tasks across all departments.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-1.png” alt=”import excel into google sheets 1″ title_text=”Web 1920 \u2013 1″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]I want to import only the Marketing tasks to send to the Marketing team so that they can input their progress status. As Google Sheets has better collaborative features and the Marketing team prefers to use Google Sheets, I need to import this data from Excel into a Google Sheet.<\/p>\n
The best thing about Sheetgo is that you can take the Excel data from your preferred storage solution (Sharepoint, OneDrive, etc.) and send it to the Google Sheets within your Google Drive immediately. Any changes you make in the Google Drive version will automatically be updated in the version in the original storage solution, and vice versa. For example, if the Marketing team applies their task progress in the Google Drive version, I can view these straight from my Sharepoint version.<\/p>\n
Let\u2019s take a look at how to automatically import filtered data from Excel to Google Sheets using the Sheetgo web app.[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
1. Sign up to Sheetgo<\/h4>\n
Click on the button below to sign up to Sheetgo. You can use your Google, Microsoft, or Dropbox account to sign in.<\/p>\n
This will give you access to the Sheetgo web app, where you can begin creating your custom automated workflows.[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”SIGN UP FOR FREE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” global_module=”44753″ saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
2. Create a new workflow<\/h4>\n
In the Sheetgo web app, head to My workspace<\/b> and select + New workflow<\/b>.<\/p>\n
Under Create a custom workflow<\/b>, find the From new connection<\/b> option and click the Create connection<\/b> button.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-2.png” alt=”import excel into google sheets 2″ title_text=”Web 1920 \u2013 2″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n3. Upload your Excel file<\/h4>\n
Under Select source<\/b>, you can choose whether to upload a single file, multiple files, or an entire folder. In this case, choose Single file<\/b>, then select +Choose file<\/b>.<\/p>\n
Choose the storage account where your Excel file is located and search for the spreadsheet. Alternatively, if your file is stored on your computer, click Upload file<\/b>. Once you\u2019ve selected your file, choose the tab where your data is located using the dropdown menu below. Here, I\u2019ll choose \u201cAll tasks\u201d.<\/p>\n
Once finished, click Next<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-5.png” alt=”import excel into google sheets 4″ title_text=”Web 1920 \u2013 5″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_module=”44981″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\nConnect, merge, filter or split your\u00a0 spreadsheets<\/span><\/h4>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
4. Apply filter<\/h4>\n
Under the Process<\/b> section, select the Filter<\/b> feature. Here, you can choose whether to filter your data by a condition, SQL language, or cell color.<\/p>\n
In this case, as I want to filter my data by text (tasks assigned to the Marketing department), I will choose to Filter by condition<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-6.png” alt=”import excel into google sheets 4″ title_text=”Web 1920 \u2013 6″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]To create my condition filter, I first need to choose the column where the department data is located (column A). Then, in order to filter only \u201cMarketing\u201d rows, I select the criteria as Text is exactly<\/b>, and type the value \u201cMarketing\u201d. You can choose to add more conditions to filter your data further.<\/p>\n
Once you\u2019re happy with your filter, click Next<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-8.png” alt=”import excel into google sheets 5″ title_text=”Web 1920 \u2013 8″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n5. Add Google Sheets destination file<\/h4>\n
Now it\u2019s time to choose where you want to send your data. As I want to import this filtered data to a single Google Sheet, I simply select Single file<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-9.png” alt=”import excel into google sheets 6″ title_text=”Web 1920 \u2013 9″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Here, you can choose whether to add your data to an existing file or a new file. If you choose a new file, you can select the file type, as well as where it will be located. In this example, I will create a new Google Sheets file within my Google Drive and name it \u201cMarketing tasks\u201d.<\/p>\n
Once you\u2019ve applied all of these things, click Finish and save<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-10.png” alt=”import excel into google sheets 7″ title_text=”Web 1920 \u2013 10″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ make_equal=”on” custom_padding_last_edited=”on|phone” _builder_version=”4.23.1″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”50px|30px|50px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_module=”44982″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.23.1″ _module_preset=”default” custom_padding=”50px||50px||true|false” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.23.1″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.1″ _module_preset=”default” text_font=”|800|||||||” text_text_color=”#071623″ text_font_size=”28px” text_line_height=”1.2em” header_font=”|700|||||||” header_text_color=”#0a0000″ header_font_size=”35px” header_line_height=”1.2em” header_4_font_size=”28px” header_4_line_height=”1.2em” custom_padding=”40px||0px||false|false” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Connect<\/span>\u00a0your spreadsheets to your data sources<\/strong><\/span><\/p>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
6. Run and schedule automatic updates<\/h4>\n
Now that your workflow is finished, you can update the connections to immediately transfer your filtered data to your Google Sheets file.<\/p>\n
To do this, head to Workflow and click the Run<\/b> button on the bottom left-hand corner.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-11.png” alt=”import excel into google sheets 8″ title_text=”Web 1920 \u2013 11″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]You can also schedule automatic updates. This is a good idea if you\u2019ll have more data added to your source data, which you want to import into your destination folder without any manual effort.<\/p>\n
In Workflow<\/b>, click the Automate<\/b> button. Then, customize your update schedule based on the days of the week and hours you wish to run it.<\/p>\n
Click Save<\/b> when you\u2019re happy with the schedule.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-12.png” alt=”import excel into google sheets 9″ title_text=”Web 1920 \u2013 12″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\nFilter data from one file to another<\/h3>\n
And there you have it! Now that my workflow has successfully imported my filtered data from Excel to Google Sheets, I can share the Google Sheets file directly with the Marketing team and they can add their task progress updates.<\/p>\n
With Sheetgo, I now have a fully self-sufficient system that will keep updating my files with no manual work required![\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-13.png” alt=”import excel into google sheets 10″ title_text=”Web 1920 \u2013 13″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Interested in learning more about importing from one file to another? Why not take a look at our article on How to import CSV to Google Sheets automatically<\/a>?<\/p>\nAlternatively, check out some related blog posts below![\/et_pb_text][et_pb_text _builder_version=”4.22.2″ background_color=”#f9f9ff” custom_margin=”40px||40px||false|false” custom_padding=”15px|25px|15px|25px|true|true” border_width_left=”3px” border_color_left=”#808e95″ global_module=”26540″ saved_tabs=”all” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Editor\u2019s note<\/strong>: This is a revised version of a previous post that has been updated for accuracy and comprehensiveness.<\/em><\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_module=”44987″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Connect everything and automate<\/span> entire business processes<\/h4>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Undoubtedly, both Microsoft Excel and Google Sheets make our lives easier when it comes to managing data. Although both powerful, Excel and Google Sheets do offer different features, which is often why you might want to import specific data from one of these tools to another. There are many circumstances in which you\u2019d need to […]<\/p>\n","protected":false},"author":41,"featured_media":38546,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Without a doubt, Google Sheets application has made our lives easier. Given its cloud based platform, one can access the data and collaborate with colleagues independent of location and device. Despite such advancements, there are still areas where Google Sheets falls short. For example, there isn't a functionality available to automatically import filtered data from Excel spreadsheets.\n
Why import filtered data from Excel?<\/h3>\nTo explain this, let us meet Justin, a customer relations manager (CRM) for his region in one of the biggest retail businesses in the country. He is responsible for strengthening customer experience and thereby help retain its customers. Twice a week, the company conducts on-line surveys across the country. The participants are randomly picked and not considered for surveys again for next 3 months. Therefore the company has country wide data with it twice in a week. While the company knows how their customers are feeling about them on a higher level, it is the responsibility of the regional CRMs to ensure they plan and execute their strategy based on the ongoing results for their region.\n\nBut, the company wide information is pooled in the form of an Excel file. Whereas Justin uses Google sheets for his spreadsheet needs, because he mostly travels on the field. He would rather be interested to see how the customers from his region are responding to his strategy, than go through with the entire list of regions. Therefore, he will need to import filtered the data from Excel file which has information from all regions. How can he do that?\nSolution: Automatically import filtered data from Excel using Sheetgo add-on<\/h3>\nThe company places this comprehensive 'Company survey report<\/strong>' Excel file (snapshot below) on the Google drive using either of the following.\u00a0And, to enable its CRMs to be able to access this file, they have accordingly granted read permissions.\n\n \t- Google Drive<\/a> desktop application or<\/li>\n \t
- Google Drive plug-in for Microsoft Office<\/a><\/li>\n<\/ul>\nTo understand the above mentioned approaches please go through the section\u00a0Upload Excel file to Google Drive<\/strong>\u00a0in this blog post<\/a>.\n\n
![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltereddata7.png\")
\n\nThat said, let us go through the steps required to configure this process.\n1) Start Sheetgo and initiate an import link connection<\/h4>\nIf not already installed, we can get the Sheetgo add-on by clicking Install.<\/a>\n\nHaving installed Sheetgo on our Google Sheets application, we open the 'Regional survey report<\/strong>' file, which as we can guess will hold the information subset from the 'Company survey report<\/strong>' file. To start the add-on, we navigate to Add-ons > Sheetgo > Start<\/strong>.\n\nExample<\/strong>\n\n![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltered1.png\")
\n\nDoing so will open the Sheetgo interface on the screen as a sidebar, as shown in the image below. Hover the mouse pointer over the green circle with a plus, and click on the Import<\/strong> option.\n\nExample<\/strong>\n\n![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltered2.png\")
\n2. Link source sheet with the destination file that we need to import the data from<\/h4>\nClicking the \u2018Connect<\/strong>\u2019 option leads us to the list of most recently updated files by default. If we don\u2019t see the file we want, we can use the search module to lookup a file within the Google Drive. For this example, we select 'Company survey report<\/strong>' file for \u2018Source spreadsheet\u2019, and then for \u2018source sheet\u2019 choose 'Sheet1'.\n\nExample<\/strong>\n\n![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltered3.png\")
\n\nWe then arrive at the settings screen. Here we can select the frequency of updates in the \u201cAutomatic update\u201d section. We leave it to the default option,\u00a0\u2018Daily\u2019, because the company updates the survey report twice a week. Also, in the future, if Justin doesn\u2019t need the automatic updates any more, he can turn them off in this section.\n3. Add the filter condition for selective data import, and create a connection<\/h4>\nTo do this, we may have to scroll down a bit on the sidebar until we see \u201cFilter by<\/strong>\u201d section. By default, it shows \u201cNo active filter<\/strong>\u201d. Click on \u2018edit<\/strong>\u2019 to add a filter condition. Justin needs data corresponding to his region comprising of the states California, Nevada and Oregon. From the second image on this post, we realize that the location field is in column C. Since we need multiple locations for filtering, we will select 'Query language<\/strong>' option and key in the following query adn\u00a0click on \u201cOK<\/strong>\u201d.\n\n[code scroll=\"off\" inline=\"off\"]SELECT * WHERE C='California' OR C='Nevada' OR C='Oregon'[\/code]\n\nThe\u00a0\u201cFilter by<\/strong>\u201d section now shows the query that we just keyed in.\n\nExample<\/strong>\n\n![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltered4.png\")
\n\nPlease note that we can opt a simpler approach, if we had a single value condition. For instance, if the region had only California, we could go for 'Condition<\/strong>' instead of 'Query Language<\/strong>' as shown below.\n\nExample<\/strong>\n\n![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltered5.png\")
\n\nFinally, to establish the link that lets us import filtered data from Excel, we click \u201cCONNECT<\/strong>\u201d button. Doing so, we notice that in a few seconds Sheetgo creates a new connection whose status shows \u201cLast update: Just now\u201d. Congratulations! We did import filtered data from Excel to obtain the survey information specific to the region (California, Nevada and Oregon) that Justin handles!\n\nExample<\/strong>\n\n![\"Import](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2017\/11\/importfiltereddata6.png\")
\n\nThe data import keeps happening automatically and periodically\u00a0once the appropriate connection is in place, and the Excel file is available at the destination location. Please note that we can change the frequency with which these data imports happen or even turn off the automatic update altogether. Shown below is how we navigate to the corresponding settings pane.\n\nConnection name\u00a0<\/strong>(in this case \u201cSG_Sheet1\u201d)\u00a0> edit\u00a0<\/strong>(the pencil icon)\u00a0> Automatic update > edit<\/strong>.\n\nClick on the green slider button to turn the automatic update off. Instead, we can keep the automatic update active, and change the scheduling frequency and execution time as required. Once done, click\u00a0OK\u00a0<\/strong>and then on\u00a0SAVE<\/strong>\u00a0button.\n\n
\n\nCoffee image created by Kaboompics - Freepik.com<\/a>","_et_gb_content_width":"","footnotes":""},"categories":[33],"tags":[43],"class_list":["post-2829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to-solve-with-sheetgo","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/2829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=2829"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/2829\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/38546"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=2829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=2829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=2829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/11\/Connection-4.png” alt=”import excel into google sheets 1″ title_text=”import excel into google sheets 1″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Now that you understand the reasons to import Excel to Google Sheets with Sheetgo, let\u2019s go through a step-by-step on exactly how to do that![\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to import filtered data from Excel to Google Sheets<\/h3>\n
Using the use case above, let\u2019s say I have an Excel file containing all of the current work tasks across all departments.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-1.png” alt=”import excel into google sheets 1″ title_text=”Web 1920 \u2013 1″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]I want to import only the Marketing tasks to send to the Marketing team so that they can input their progress status. As Google Sheets has better collaborative features and the Marketing team prefers to use Google Sheets, I need to import this data from Excel into a Google Sheet.<\/p>\n
The best thing about Sheetgo is that you can take the Excel data from your preferred storage solution (Sharepoint, OneDrive, etc.) and send it to the Google Sheets within your Google Drive immediately. Any changes you make in the Google Drive version will automatically be updated in the version in the original storage solution, and vice versa. For example, if the Marketing team applies their task progress in the Google Drive version, I can view these straight from my Sharepoint version.<\/p>\n
Let\u2019s take a look at how to automatically import filtered data from Excel to Google Sheets using the Sheetgo web app.[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
1. Sign up to Sheetgo<\/h4>\n
Click on the button below to sign up to Sheetgo. You can use your Google, Microsoft, or Dropbox account to sign in.<\/p>\n
This will give you access to the Sheetgo web app, where you can begin creating your custom automated workflows.[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”SIGN UP FOR FREE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” global_module=”44753″ saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
2. Create a new workflow<\/h4>\n
In the Sheetgo web app, head to My workspace<\/b> and select + New workflow<\/b>.<\/p>\n
Under Create a custom workflow<\/b>, find the From new connection<\/b> option and click the Create connection<\/b> button.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-2.png” alt=”import excel into google sheets 2″ title_text=”Web 1920 \u2013 2″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n3. Upload your Excel file<\/h4>\n
Under Select source<\/b>, you can choose whether to upload a single file, multiple files, or an entire folder. In this case, choose Single file<\/b>, then select +Choose file<\/b>.<\/p>\n
Choose the storage account where your Excel file is located and search for the spreadsheet. Alternatively, if your file is stored on your computer, click Upload file<\/b>. Once you\u2019ve selected your file, choose the tab where your data is located using the dropdown menu below. Here, I\u2019ll choose \u201cAll tasks\u201d.<\/p>\n
Once finished, click Next<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-5.png” alt=”import excel into google sheets 4″ title_text=”Web 1920 \u2013 5″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_module=”44981″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Under the Process<\/b> section, select the Filter<\/b> feature. Here, you can choose whether to filter your data by a condition, SQL language, or cell color.<\/p>\n In this case, as I want to filter my data by text (tasks assigned to the Marketing department), I will choose to Filter by condition<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-6.png” alt=”import excel into google sheets 4″ title_text=”Web 1920 \u2013 6″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]To create my condition filter, I first need to choose the column where the department data is located (column A). Then, in order to filter only \u201cMarketing\u201d rows, I select the criteria as Text is exactly<\/b>, and type the value \u201cMarketing\u201d. You can choose to add more conditions to filter your data further.<\/p>\n Once you\u2019re happy with your filter, click Next<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-8.png” alt=”import excel into google sheets 5″ title_text=”Web 1920 \u2013 8″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Now it\u2019s time to choose where you want to send your data. As I want to import this filtered data to a single Google Sheet, I simply select Single file<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-9.png” alt=”import excel into google sheets 6″ title_text=”Web 1920 \u2013 9″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Here, you can choose whether to add your data to an existing file or a new file. If you choose a new file, you can select the file type, as well as where it will be located. In this example, I will create a new Google Sheets file within my Google Drive and name it \u201cMarketing tasks\u201d.<\/p>\n Once you\u2019ve applied all of these things, click Finish and save<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-10.png” alt=”import excel into google sheets 7″ title_text=”Web 1920 \u2013 10″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ make_equal=”on” custom_padding_last_edited=”on|phone” _builder_version=”4.23.1″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”50px|30px|50px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_module=”44982″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.23.1″ _module_preset=”default” custom_padding=”50px||50px||true|false” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.23.1″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.1″ _module_preset=”default” text_font=”|800|||||||” text_text_color=”#071623″ text_font_size=”28px” text_line_height=”1.2em” header_font=”|700|||||||” header_text_color=”#0a0000″ header_font_size=”35px” header_line_height=”1.2em” header_4_font_size=”28px” header_4_line_height=”1.2em” custom_padding=”40px||0px||false|false” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Connect<\/span>\u00a0your spreadsheets to your data sources<\/strong><\/span><\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Now that your workflow is finished, you can update the connections to immediately transfer your filtered data to your Google Sheets file.<\/p>\n To do this, head to Workflow and click the Run<\/b> button on the bottom left-hand corner.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-11.png” alt=”import excel into google sheets 8″ title_text=”Web 1920 \u2013 11″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]You can also schedule automatic updates. This is a good idea if you\u2019ll have more data added to your source data, which you want to import into your destination folder without any manual effort.<\/p>\n In Workflow<\/b>, click the Automate<\/b> button. Then, customize your update schedule based on the days of the week and hours you wish to run it.<\/p>\n Click Save<\/b> when you\u2019re happy with the schedule.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-12.png” alt=”import excel into google sheets 9″ title_text=”Web 1920 \u2013 12″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n And there you have it! Now that my workflow has successfully imported my filtered data from Excel to Google Sheets, I can share the Google Sheets file directly with the Marketing team and they can add their task progress updates.<\/p>\n With Sheetgo, I now have a fully self-sufficient system that will keep updating my files with no manual work required![\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-13.png” alt=”import excel into google sheets 10″ title_text=”Web 1920 \u2013 13″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Interested in learning more about importing from one file to another? Why not take a look at our article on How to import CSV to Google Sheets automatically<\/a>?<\/p>\n Alternatively, check out some related blog posts below![\/et_pb_text][et_pb_text _builder_version=”4.22.2″ background_color=”#f9f9ff” custom_margin=”40px||40px||false|false” custom_padding=”15px|25px|15px|25px|true|true” border_width_left=”3px” border_color_left=”#808e95″ global_module=”26540″ saved_tabs=”all” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Editor\u2019s note<\/strong>: This is a revised version of a previous post that has been updated for accuracy and comprehensiveness.<\/em><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/10\/background-connection-all-left.png” custom_margin=”30px||30px||true|false” custom_padding=”30px|30px|30px|30px|true|true” custom_padding_tablet=”20px||||false|true” custom_padding_phone=”30px||||false|true” background_color_phone=”#f6f8f9″ background_last_edited=”on|tablet” background_enable_color_phone=”on” background_enable_image_phone=”off” background_size_tablet=”cover” border_radii=”on|12px|12px|12px|12px” global_module=”44987″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_padding_tablet=”|||200px|false|false” custom_padding_phone=”|||0px|false|false” custom_padding_last_edited=”on|phone” text_orientation_tablet=”right” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”START NOW” button_alignment=”left” button_alignment_tablet=”right” button_alignment_phone=”center” button_alignment_last_edited=”on|phone” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”20px||0px||false|false” custom_padding=”15px|20px|15px|20px|true|true” global_colors_info=”{}” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_color__hover_enabled=”on|hover” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Undoubtedly, both Microsoft Excel and Google Sheets make our lives easier when it comes to managing data. Although both powerful, Excel and Google Sheets do offer different features, which is often why you might want to import specific data from one of these tools to another. There are many circumstances in which you\u2019d need to […]<\/p>\n","protected":false},"author":41,"featured_media":38546,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Without a doubt, Google Sheets application has made our lives easier. Given its cloud based platform, one can access the data and collaborate with colleagues independent of location and device. Despite such advancements, there are still areas where Google Sheets falls short. For example, there isn't a functionality available to automatically import filtered data from Excel spreadsheets.\nConnect, merge, filter or split your\u00a0 spreadsheets<\/span><\/h4>\n
4. Apply filter<\/h4>\n
5. Add Google Sheets destination file<\/h4>\n
6. Run and schedule automatic updates<\/h4>\n
Filter data from one file to another<\/h3>\n
Connect everything and automate<\/span> entire business processes<\/h4>\n
Why import filtered data from Excel?<\/h3>\nTo explain this, let us meet Justin, a customer relations manager (CRM) for his region in one of the biggest retail businesses in the country. He is responsible for strengthening customer experience and thereby help retain its customers. Twice a week, the company conducts on-line surveys across the country. The participants are randomly picked and not considered for surveys again for next 3 months. Therefore the company has country wide data with it twice in a week. While the company knows how their customers are feeling about them on a higher level, it is the responsibility of the regional CRMs to ensure they plan and execute their strategy based on the ongoing results for their region.\n\nBut, the company wide information is pooled in the form of an Excel file. Whereas Justin uses Google sheets for his spreadsheet needs, because he mostly travels on the field. He would rather be interested to see how the customers from his region are responding to his strategy, than go through with the entire list of regions. Therefore, he will need to import filtered the data from Excel file which has information from all regions. How can he do that?\n
Solution: Automatically import filtered data from Excel using Sheetgo add-on<\/h3>\nThe company places this comprehensive 'Company survey report<\/strong>' Excel file (snapshot below) on the Google drive using either of the following.\u00a0And, to enable its CRMs to be able to access this file, they have accordingly granted read permissions.\n
\n \t
\n\nThat said, let us go through the steps required to configure this process.\n1) Start Sheetgo and initiate an import link connection<\/h4>\nIf not already installed, we can get the Sheetgo add-on by clicking Install.<\/a>\n\nHaving installed Sheetgo on our Google Sheets application, we open the 'Regional survey report<\/strong>' file, which as we can guess will hold the information subset from the 'Company survey report<\/strong>' file. To start the add-on, we navigate to Add-ons > Sheetgo > Start<\/strong>.\n\nExample<\/strong>\n\n
\n\nDoing so will open the Sheetgo interface on the screen as a sidebar, as shown in the image below. Hover the mouse pointer over the green circle with a plus, and click on the Import<\/strong> option.\n\nExample<\/strong>\n\n\n2. Link source sheet with the destination file that we need to import the data from<\/h4>\nClicking the \u2018Connect<\/strong>\u2019 option leads us to the list of most recently updated files by default. If we don\u2019t see the file we want, we can use the search module to lookup a file within the Google Drive. For this example, we select 'Company survey report<\/strong>' file for \u2018Source spreadsheet\u2019, and then for \u2018source sheet\u2019 choose 'Sheet1'.\n\nExample<\/strong>\n\n
\n\nWe then arrive at the settings screen. Here we can select the frequency of updates in the \u201cAutomatic update\u201d section. We leave it to the default option,\u00a0\u2018Daily\u2019, because the company updates the survey report twice a week. Also, in the future, if Justin doesn\u2019t need the automatic updates any more, he can turn them off in this section.\n3. Add the filter condition for selective data import, and create a connection<\/h4>\nTo do this, we may have to scroll down a bit on the sidebar until we see \u201cFilter by<\/strong>\u201d section. By default, it shows \u201cNo active filter<\/strong>\u201d. Click on \u2018edit<\/strong>\u2019 to add a filter condition. Justin needs data corresponding to his region comprising of the states California, Nevada and Oregon. From the second image on this post, we realize that the location field is in column C. Since we need multiple locations for filtering, we will select 'Query language<\/strong>' option and key in the following query adn\u00a0click on \u201cOK<\/strong>\u201d.\n\n[code scroll=\"off\" inline=\"off\"]SELECT * WHERE C='California' OR C='Nevada' OR C='Oregon'[\/code]\n\nThe\u00a0\u201cFilter by<\/strong>\u201d section now shows the query that we just keyed in.\n\nExample<\/strong>\n\n
\n\nPlease note that we can opt a simpler approach, if we had a single value condition. For instance, if the region had only California, we could go for 'Condition<\/strong>' instead of 'Query Language<\/strong>' as shown below.\n\nExample<\/strong>\n\n\n\nFinally, to establish the link that lets us import filtered data from Excel, we click \u201cCONNECT<\/strong>\u201d button. Doing so, we notice that in a few seconds Sheetgo creates a new connection whose status shows \u201cLast update: Just now\u201d. Congratulations! We did import filtered data from Excel to obtain the survey information specific to the region (California, Nevada and Oregon) that Justin handles!\n\nExample<\/strong>\n\n\n\nThe data import keeps happening automatically and periodically\u00a0once the appropriate connection is in place, and the Excel file is available at the destination location. Please note that we can change the frequency with which these data imports happen or even turn off the automatic update altogether. Shown below is how we navigate to the corresponding settings pane.\n\nConnection name\u00a0<\/strong>(in this case \u201cSG_Sheet1\u201d)\u00a0> edit\u00a0<\/strong>(the pencil icon)\u00a0> Automatic update > edit<\/strong>.\n\nClick on the green slider button to turn the automatic update off. Instead, we can keep the automatic update active, and change the scheduling frequency and execution time as required. Once done, click\u00a0OK\u00a0<\/strong>and then on\u00a0SAVE<\/strong>\u00a0button.\n\n
\n\nCoffee image created by Kaboompics - Freepik.com<\/a>","_et_gb_content_width":"","footnotes":""},"categories":[33],"tags":[43],"class_list":["post-2829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to-solve-with-sheetgo","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/2829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=2829"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/2829\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/38546"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=2829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=2829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=2829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}