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Connecting Triple Whale to Google Sheets
Connecting Triple Whale to Google Sheets

Share sections from the Summary page or set up recurring data syncs with Google Sheets

Allen Finn avatar
Written by Allen Finn
Updated over a week ago

Overview

Triple Whale now allows users to connect their accounts to Google Sheets for easy sharing and syncing of summary data. With this feature, users can quickly send snapshot data from their Summary page to a new Google Sheet without the need for manual data entry. Plus, with recurring data syncs, you can also set up recurring data syncs to automatically send daily, weekly, or monthly data to ensure your data is always up-to-date and easily accessible.

Getting Started

To connect your Triple Whale account to Google Sheets, simply visit the Integrations page and connect your Google account. Once connected, you'll be ready to start sharing data to Sheets.

Sharing Data from Summary Page

To share data from your Summary page, use the "Share" menu on any tile section and select "Google Sheets" as the destination.

You'll be prompted to input a title for your new sheet, then click the "Share" button.

The dialogue will show a loading icon while the data is being sent, and once it is successfully sent, you'll see a link that goes directly to the new sheet.

When you view your Sheet, you will see two tabs/sheets:

  • Report info

    • This tab contains the metadata about your sheet

  • Data

    • This tab contains the data sent from Triple Whale

Setting Up a Data Sync to Google Sheets

To set up a recurring data sync, head over to the Reports page and click on the new "Google Sheets" tab.

From there, click the "Create New Sync" button to open a configuration dialogue. Here, you can select the metrics you want to sync with Sheets, the frequency of your sync (daily, weekly, or monthly), and give your new sheet a title.

For one time exports of a closed date range, you can select the time frame in which you would like the data to be exported to your Google Sheet. To do this, you will need to select the date range for the date range to be including data from your Triple Whale account. With these exports, you can choose the data breakdown to be selected (daily, weekly or monthly).

Once created, you'll be returned to the reports list where your new report will show in the list with a summary of the configured sync, a status, and a link to the sheet.

As we saw earlier, when you view your Google Sheets document, you will see two sheets:

  • Report info

    • This tab contains the metadata about your sheet

  • Data

    • This tab contains the data sent from Triple Whale

NOTE: It is important that you do not change these tabs, or the sync may not import data correctly on the next scheduled sync. If you wish to pivot the data, be sure to create a new sheet.

Other Information

Currently, your Triple Whale account can only be connected to one Google Drive at a time. This means if you wish to send data to a different Google account you must first disconnect on the Integrations page, and then connect with your other account. When you do this, any syncs set up with a different Google account will no longer send data.

Additionally, once a recurring sync has been saved, it is not currently editable. If you wish to modify the data you are sending to Google Sheets, you must disconnect and reconnect to create a new sync.

While, currently, you can only "share" individual sections from the Summary page, if there isn't a section that contains all of the metrics you'd like to send to a single sheet, you can create a new section and select all metrics you wish to send to Sheets. Once created, you can use the "Share" menu to send your new section to Sheets.

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