With the Dotdigital contacts integrations with Google Sheets, you can automatically populate your Google sheets with the latest list and segment, and marketing preference data.
The data saved to the Google sheet contains the following properties: ID, type, contact count, and name.
You can select from options to create a new sheet per day or update an existing sheet, and to either update the existing stats with the latest data or append to the data set.
Before you start
Things you need to know:
You must have the Integrations permission enabled.
Learn more in Restrict and grant user access permissions.
1. Connect integration
Go to Connect > Integrations.
In the left menu, under SHOW, select Self-serve.
Find Google sheets: Contacts, then select +ADD.
Select INSTALL.
2. Connect Google Sheets to Dotdigital
On Get to know the integration, read the information, then select NEXT.
Either select New authentication to create a Google Sheets authentication or if you’ve already authenticated a Google account, select an existing one.
Follow the Google account authentication instructions.
Expand the Select what Dotdigital can access drop-down menu and select the checkbox for See, edit, create, and delete all your Google Sheets spreadsheets.
Select NEXT.
If you have trouble authorising the connection, you might need to verify the action inside your Google account settings.
If you want to connect to more than one Google account, select + Add another Google Sheets connection.
3. Manage your settings
For Sheet name, enter the name of the Google sheet you want to save the data to.
Under Update frequency, expand the Frequency drop-down menu and choose either Single sheet, Daily sheet, or Every 30 days.
Single sheet = Append data to a single sheet
Daily sheet = Add the data to a new sheet each day
Monthly sheet = Add the data to a new sheet every 30 days
Select Next.
Expand the Update or append rows drop-down menu and choose whether to Update, Append daily or Append every 30 days existing rows in the Google sheet for each campaign.
Update: Always overwrites the existing rows.
Append daily: Every day creates new rows alongside any previous ones. Cannot use historical data, but works from the moment it is activated.
Append monthly: Every 30 days creates new rows alongside any previous ones.
For all options the data is updated on a hourly basis if a campaign has had activity within the last hour.
Select Next.
Expand the Timezone drop-down menu, then select your time zone.
Select FINISH.
