Many teams use spreadsheets to make some business processes easier. Imagine a sales team. The manager controls every lead that comes in in a centralized Google Sheets. But his sales reps often use offline Excel files to keep a record of sales leads they come in contact with on the field. Instead of manually copy/pasting updates to your manager in messy emails, set up an automatic connection between your spreadsheets.
Follow the steps below to learn how to automatically transfer data from Google Sheets to Excel. Set it up once, and ensure that all sales lead data is updated from and to your sales reps’ spreadsheets.
Step 1: Install Sheetgo
Once inside the web application, click on +Create workflow and then Connect to create the connection that will automatically transfer Google Sheets to Excel.
Step 2: Google Sheets as your data source
Choose from which file you want to import data from in this step.
Select the Google Sheets file, that you want to send to Excel, from inside your Drive (here: 2020 Sales DB).
Step 3: Excel as your data destination
Click on Continue to move to the next step of the connection editor. First, you can filter the data. This means that Sheetgo will only send filtered data from your source to your destination file. There are 3 options: filter by condition, filter by query, and filter by color.
For example, here, I will filter by condition > column G “Owner” > Text is exactly Jackie. This allows me to only send Jackie’s sales leads to her personal Excel file.
After that, select your data destination. This is the Excel file you wish to send the data to. Either let Sheetgo create a new Excel file for you, or choose an already existing one from inside your cloud storage.
Don’t forget to give the newly created Excel file an appropriate name (in this case: Sales leads Jackie). The tab is called Leads 2020.
Finally, click on Finish and save to create a connection between your Google Sheets and Excel file.
Step 4: Automate the workflow
Sheetgo has now created the data transfer between two different spreadsheet formats.
To automate this data transfer, with a frequency of daily, hourly, weekly, or monthly, click on Automate on the floating bar of the workflow.
This is how you automatically transfer data from Google Sheets to Excel. Your sales rep Jackie now automatically receives up-to-date sales information in her Excel file.
Learn in the following blog post how to do the opposite, and thus automatically convert Excel to Google Sheets.