Sending Google Sheets Data to Insider

Leveraging the Insider and Google Sheets integration capabilities, you can easily send the data from Google Sheets to Insider and utilize it with Insider’s extensive capabilities.

You must register Insider on Google as your own Project to receive OAuth Client ID and Client Secret values to enable Insider to authenticate with Google. You can refer here for further information.

 With this guide, you can find answers to the following questions:

• What are the use cases?
• What should I do before the configuration?
• How can I register my application on Google?
• How can I enable Google APIs?
• How can I authenticate the Connector from Insider's InOne panel?

Use Cases

Using the Google Sheet connector enables you to sync the selected or all row data from a specific sheet.

During configuration, you can also set some filters to decide which data should be synced. For example;

• you can sync up the leads whose emails do not contain “@yourbrandname.com”
• assume that you have 300 rows of data in a sheet, you can sync only the ones you choose from these rows.

After having set up the data connection, you can enable such use cases:

• You can keep the data also in the Google Sheets as a segment on Insider by synchronizing it. In this way, you can create special campaigns for that segment and analyze the segment.
• You can include users in the journey by synchronizing the data collected to Google Sheets with lead collection. In line with the past characteristics of the user, they can be included in the journey and be more active.

What should I do before configuration?

Before configuring the connector, you should decide and define the following points clearly:

• You need to select the identifier(s) to be used. Insider supports email, phone_number, uuid identifiers by default. You can use a custom user identifier too.
• You need to provide mapping for the attributes you would like to get from Google Sheets and sync to Insider. You can refer to the table below:

How can I register my application on Google?

To register your application on Google, you need to have a project first.

How to create a project

To create a project, you need to sign up for a Google account, or log into your existing account if you have one. Then, go to the Google Developers’ Console to create your Project, and enable the relevant Google APIs.

1. To view your existing projects, click your organization name at the top to open a popup.

2. Take the option to create a New Project in the top right.

3. Enter a name for your Project, it can be the name of your product if you wish, and optionally you can set the Project ID to something other than the suggested value. Click on the Create button.

How to set up application details

To set up application details, 

1. Navigate to APIs & Services Dashboard.

2. Choose OAuth consent screen on the left. Values you enter here will be shown to your users when they authenticate an Insider Google Connector.

3. Set Application Type to External.

4. Click on the Edit App option to enter a suitable name for your application such as “My Product Integrations”, upload a logo, and set an appropriate email address for your users to get in touch through, when needed.

5. Under Authorised domains, add your Service Domain as < insider.cyclr.com >, and click Save and Continue.

If you receive an error for that, remove the subdomain part and leave only the Top Level Domain. For example, change  insider.cyclr.com to < cyclr.com >.

6. On the next page, you can leave the default Scopes. Click Save and Continue to proceed. You can also share optional information on the respective page.

How to create Google Credentials

To create your Google Credentials, 

1. Go the APIs & Services dashboard and select Credentials section. Click on the Click Credentials button.

2. Select the OAuth client ID option from the dropdown menu.

3. Choose Web Application as the application type.

4.  Enter a Name for the OAuth 2.0 client ID. This name is only used to identify the client in the console and end users will not see it.

5. Under Authorised redirect URIs, add < https://insider.cyclr.com/connector/callback >

6. Click the Create button. Then, you’ll see your Google Project’s OAuth client ID and client secret which you should note for later use.

How can I enable Google APIs?

Google’s services such as Sheets, Gmail, Calendar, etc are offered as separate APIs which you must individually enable within the Google API Console for your project.

Which APIs you enable depends on which Cyclr Connectors you wish to work with, and some Connectors require more than one Google API to be enabled for them to be fully functional.

For example, the Google Sheets Connector requires you to enable the Google Sheets API and the Google Drive API. If you only enable the Google Sheets API, Cyclr will be able to work with data within a Spreadsheet, but it won’t have access to list the available Spreadsheets to choose from.

For each API you require, you can follow these steps:

1. From the Google API Console, go to APIs & Services.

2. On the Dashboard, click the +Enable APIs and Services button at the top.

3. Either enter part of the name of a Google API, or scroll to find Sheets.

4. Click the API’s large button when shown. On the next page click on the Enable button.

5. Return to the APIs & Services page. Below are Insider Connectors that require multiple Google APIs to be fully functional:

• Google Sheets - Google Sheets API and Google Drive API

How can I authenticate the Connector from Insider's InOne panel?

1. Navigate to Components > Integrations > External Platform Integration.

2. Click the View button to view methods in the Google Sheets category.

3. Click the Install button on the method.

4. Enter the Client ID and Client Secret of your Google account in the respective fields.

5. After filling in the fields, click Next and the Insider will be connected.

Finalizing the Setup

After the authentication, the connector field mappings will be completed by Insider according to the schema you provided. Once the mapping is complete, the connector will be started by Insider.