The Data Integrations Dashboard allows you to connect data from various CRMs and use that data across Optmyzr with only a one-time setup. You can even filter the pulled-in data by creating data sets to achieve more depth and granularity.
You can read more about the tool here.
The scope of this article is to provide you with a step-by-step guide to connect your preferred Google Spreadsheet to the tool. Let's get started:
1. Add a new Data Connector
You and find and navigate to the Data Integrations Dashboard from the Insights section present in the menu. When inside the tool, select Google Sheets from the Integrations section present on the right side of the tool.
Next, Click on the 'Data Connector' tab and click on the 'Add New Data Connector' option.
2. Enter the Spreadsheet Details
A new menu pops up on the screen presenting you with the option to input the Google Spreadsheet link as well as the name of the connector.
Enter the link of the spreadsheet that you would like to connect to Optmyzr. In the 'Connector Name' give a relevant title that helps you to easily manage and identify the data in the source.
3. Configure the sharing settings of the spreadsheet
To make sure the spreadsheet is accessible by our system, it should have the correct sharing settings. The sharing settings should be set to Anyone with the link or be shared with the email email@example.com.
Once you have configured the sheet properly and entered the details into the tool, click on the 'Connect' button.
4. Configuring Column Types
Once your spreadsheet has been successfully connected, you will be prompted to configure the data type for each column in the spreadsheet. You have the option to configure them right away or at a later time.
Configuring the data types is a crucial step as it allows the tool to optimize data handling. It ensures accurate data representation and enables appropriate data filtration if necessary.
Clicking on the 'Configure Column Types' button will open a settings menu, enabling you to set a specific data type for each column in your connected spreadsheet. In this menu, you'll find a dropdown next to the name of each column, offering four available options:
If your Spreadsheet contains multiple worksheets, you can conveniently configure each one directly from this settings menu. Using the 'Configuring' dropdown located on the top left of the menu, select different worksheets and configure them individually.
Once you have made the necessary configurations, click on 'Save' and then 'Done.'
To view your freshly configured Data Connector, navigate to the 'Data Connectors' section within the tool. Locate your data source listed there. By clicking on a specific Data Connector, a new page will open, displaying all the different worksheets associated with it.
5. Create a Data Set
You can now proceed to create various Data Sets for your Data Connectors using the 'Data Sets' section of the tool. Creating a Data Set will allow you to view and filter the data of a Data Connector.
You can read more about that process here.