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Google Sheets Integration
Google Sheets Integration

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

Chaim Davies avatar
Written by Chaim Davies
Updated over a week ago

Overview

Sync your Triple Whale data with Google Sheets for easy sharing, storing, and collaboration of your marketing data. Quickly send snapshot data from your Summary page to a new Google Sheet without the need for manual data entry, or set up a recurring data sync to automatically send reports.

Get Connected

To set up your integrations, head to Settings > Integrations. Locate Google Sheets and click Connect.

Select the Google account to which you would like to sync data, and click Allow to approve the flow of data from Triple Whale to Google Sheets.

Automated Reports

To set up a recurring data sync, head to Reports. On the Google Sheets tab, click + Create new sync.

Now you have the opportunity to customize your report.

  • Name your sync (e.g., "Triple Whale Daily Sync").

  • Select the granularity (e.g., daily) for your reports.

  • Choose the date range to be included in your report.

Next, select the metrics that will be included in the report. You may choose metrics from your Summary or Pixel page pages.

Once all desired metrics are selected, click Save. Your data will now automatically sync to Google Sheets at the frequency you specified. Returning to the main Reports page your new report will now be displayed with a summary of the configured settings, a status, and a link to the sheet.

Manual Summary Sync

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

Ensure you are syncing to the correct Google account. Then, input a title for your new sheet and click Share. Once it is successfully sent, you will be provided a link directly to the new sheet.

Reviewing the Report in Google Sheets

Whenever you sync data from Triple Whale to a Google Sheet, the Sheet will contain two tabs:

  • Report Info: This tab contains the metadata about your sheet

  • Data: This tab contains the data synced from Triple Whale

Not Editing the Sync Sheet

It is important not to edit/change these tabs. If you do, the sync may not import data correctly on the next scheduled sync. If you wish to pivot or alter the data, create a copy of the sheet.


Frequently Asked Questions

1. Can I connect more than one Google Sheets account?

  • Absolutely. From your Integrations page, simply click View Connection Details and select + Add a Google Sheets Account.

2. Can I sync my entire Summary page to a Google Sheet at once?

  • Sync is set up to allow syncing a single section of the Summary page to a Sheet at a given time. If you would like to include metrics from multiple sections in a single sync, consider creating a new Summary page section, and then setting up a new sync from that section.

3. Can I create a manual one-time sync directly from the Pixel page?

  • At this time, the way to sync Pixel data to a Google Sheet is via a recurring data sync from Reports.

4. Can I edit an existing Google Sheets sync?

  • 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 may delete the existing sync and create a new one.

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