People who move a lot of data around can find it to be a daunting task. Manually transferring data is tedious and time-consuming, not to mention it can leave you vulnerable to human error. Today we are covering how to automatically transfer data from one Google Sheets file to another while preserving the original formatting of the source. This will help speed up your processes and ensure accuracy and cohesion amongst your files. Stop wasting time on tedious work and free up time in your workday for more important tasks.

We are talking specifically about transferring data from one sheet to another, meaning between separate Google Sheets files, or, spreadsheets, not tabs or sheets within the same spreadsheet file.

Transferring data can be a bit challenging for users who are unfamiliar with spreadsheets and using formulas to manipulate data. Fortunately, users can easily and automatically transfer data and preserve the formatting using a Google Sheets add-on called Sheetgo.

Sheetgo allows users without technical skills to easily transfer data and maintain the original format. This is a really great way for individuals to contribute to a master spreadsheet. Or, for an organization to distribute information from a master spreadsheet into various other files.

What Are Some Ways to Automatically Transfer Data?

We will cover two different ways to automatically transfer data from one spreadsheet to another, and some of the problems you could encounter. Keep in mind you will need to own both Sheets or have permission from the owner of the source Sheet to complete this process.

The easiest way to transfer formatted data is using the Sheetgo add-on. Sheetgo allows users without technical skills to easily import and connect data. If simply transferring data from one sheet, Sheetgo can retain the formatting of the data.

How to use Sheetgo

Click on the button below to install Sheetgo and transfer formatted data automatically within Google Sheets:

Once installed, a new Google Sheets file will automatically open. Rename this spreadsheet to “Data Transfer”. To open Sheetgo, navigate to ‘Add-ons‘ > ‘Sheetgo‘ > ‘Start‘.

Example

Doing so will open a green sidebar on the right side of the screen, as seen on the image below. Hover over the plus button and click on the ‘Import‘ option.

Example

By clicking the ‘Select file(s)‘ button leads you to the most recent files by default. If you do not immediately find the file you want, you can look it up in the search bar on top. For this example, we will import data coming from the “Customer Survey Data” spreadsheet.

Example

Next, you can choose to upload another file or update the settings in the ‘Settings‘ section. You can change the Connection Name, schedule Automatic Updates, Filter certain data, and enable Transfer Formatting. When you are ready to complete the data transfer, click on ‘SAVE CONNECTION‘ at the bottom of the sidebar.

Example

Sheetgo automatically creates a new sheet with your data imported and the formatting preserved!

Example

This is a great option for users who are non-technical and want a fast and easy solution to consolidate data. In addition, with Sheetgo you can schedule regular updates to those sheets, whether its one-time transfer or you need daily or weekly updates—Sheetgo is flexible enough to provide what your organization needs to maintain up-to-date spreadsheets.

Does Sheetgo have any limitations?

With Sheetgo, you can only transfer entire sheets into a new spreadsheet, you cannot choose a range of data and still preserve formatting. Most people probably don’t need to, but if you do, there is another option.

There are a few reasons people may only want to share a certain range of data. They may want to keep a  master spreadsheet intact, but not share sensitive data. Or, they may want to only share certain information for analyzing and reporting. Those with a little more spreadsheet expertise that need to transfer only a range of formatted data can use the IMPORTRANGE function in Google Sheets.

What is Import Range?

Import Range allows users to transfer a range of data from one spreadsheet to another. Check out our tutorial on how to use Import Range to transfer data.

What Problems Can Arise With Import Range?

Import Range can be difficult for people without a lot of technical expertise. Also, if a user is relying on Import Range to move a lot of data between sheets on a regular basis, it can get a bit complicated.

Although this option can be great for people who want to import small amounts of raw data, it is easy to make errors within individual cells and unique formatting may not be preserved. For example, Import Range will not transfer the formatting of font weights, colors, or sizes. It will also not transfer images, which can make it useless for many users. There can also be update delays, and users may not always see the most up to date data displayed on the sheet. This can negatively affect organizations that need to make fast data-driven decisions.

This is why we recommend that users who want streamlined data transfers without losing formatting try using the Sheetgo add-on. Install by clicking on the button below.

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