Google Sheets Data Source

From FojiSoft Docs

Integrating Google Sheets with FojiSoft allows you to import and manage spreadsheet data directly within your platform. The setup process involves configuring several fields to establish a successful connection and ensure your data is synced correctly. Below, you'll find a detailed guide on how to configure the necessary settings to start importing Google Sheets data into FojiSoft.

Data Source Configuration

1. Name

The Name field requires you to provide a descriptive label for your data source. This name helps identify the data source within your system, especially if you have multiple integrations. Choose a name that reflects the purpose or contents of the spreadsheet being integrated, such as "Sales Data Q1 2025" or "Customer Feedback Survey Results."

2. Maintenance Schedule (Optional)

The Maintenance Schedule allows you to specify a time frame during which the data source will not be imported. This is useful if you expect regular maintenance or downtime for the data source, such as during off-hours or when the data is being updated manually. By selecting a schedule, you ensure that FojiSoft does not attempt to import data during this period, avoiding unnecessary errors or issues.

3. Folders (Optional)

The Folders field lets you assign the data source to a specific folder or category within the FojiSoft platform. This organizational feature is especially useful when managing multiple data sources. Grouping similar sources together, such as "Marketing Data" or "Sales Reports," can help you stay organized and quickly find the data sources you need. It's a helpful way to streamline your data management process and keep related resources in one place.

4. Connection

In the Connection field, you need to select the Google Drive connection that will be used to access your Google Sheets data. If the drop-down menu is empty, it indicates that no connection has been established yet, and you must create one before proceeding. Once your Google Drive connection is active, FojiSoft will be able to access your Google Sheets and import data seamlessly.

5. File

After selecting the Google Drive connection, you'll be prompted to choose the File from which the data will be imported. This is the specific Google Sheets document that you want to sync with FojiSoft. You’ll see a list of authorized Google Sheets available in your account, making it easy to select the appropriate file. Ensure that the file contains the correct data you want to work with in FojiSoft.

6. Sheet

The Sheet field allows you to choose which specific sheet from the selected Google Sheets file will be imported. Google Sheets can contain multiple tabs, and you can specify the tab (or "sheet") that holds the data you wish to sync. This is useful if your document contains different sets of data in multiple sheets.

7. Target Table

In the Target Table field, you will specify where the imported spreadsheet data will be stored in your database. FojiSoft allows you to designate a pre-existing table in your database for this purpose. If you leave this field blank, FojiSoft will automatically create a new table based on the name of the data source you've entered. This automatic table creation is convenient for those new to database management, but you can also manually specify a table if needed for more advanced configurations.

8. Mode

The Mode setting defines how the imported data will be handled when it is synced to the target table. There are three modes to choose from:

  • Append Data (Replace Duplicates): New rows from the spreadsheet will be added to the target table, and existing rows with matching data will be replaced. This ensures that duplicates are avoided while keeping the most up-to-date information.
  • Insert Data: This mode will insert new rows from the spreadsheet without modifying any existing data in the target table. It is useful when you want to preserve existing records and only add fresh data.
  • Replace Data in Table: If you select this mode, the data in the target table will be completely replaced with the new data from the spreadsheet. This mode is ideal for scenarios where you want to completely overwrite the old data with updated content.

9. Scan Interval

The Scan Interval determines how often FojiSoft will check for new or updated data in your Google Sheets and import it to the target table. The default interval is set to 1 hour, but you can adjust it based on the frequency of updates in your spreadsheet. If your Google Sheets are updated multiple times a day, you may want to reduce the scan interval to ensure timely synchronization. On the other hand, if updates are infrequent, a longer interval can be set to minimize the load on your system.

Summary

By completing these steps, you’ll successfully set up a Google Sheets data source in FojiSoft. With this integration, you can automate the process of importing, syncing, and managing your spreadsheet data directly within the platform, making it easier to analyze and collaborate on your data.