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In order to integrate with Google Sheets, a sheet will need to be created with the sole purpose of uploading costs and all of the headings shown above must be included exactly as is (case sensitive.) This sheet will also need to be shared with the BI team. We do not recommend adding extra column headers to these sheets; however, if you have a new use case that requires this, please reach out to your CSP.
IMPORTANT: Be sure to name the first tab at the bottom ‘default’ ensuring that it is in all lowercase. We have found that this has caused problems with new connections in the past.
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Once the Google Sheet has been created and the headings are validated, you will configure your integration with the following details:
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Go to Google Sheets and log into the Google account associated with the spreadsheet you are looking to integrate.
Open the spreadsheet that you want to use in the integration.
Your Spreadsheet ID is within the URL to the webpage. In the image below, the portion of the URL within the blue box is the Spreadsheet ID. Keep this readily available to continue with the integration.
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Sync Historical Data
Set to one month before start date
NOTE: If you are trying to sync costs for more than 3 months ago, you will need to submit a ticket notifying support of this. The D&A team will manually need to run a look back to grab costs that are older than three months.
Replication Frequency
24 hours – Anchor Time: UTC 0:00
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