The attached CSV file is automatically uploaded to a google folder, where it is displayed in spreadsheet format. I want to transfer the data from this to a spreadsheet already in the folder.
I selected the new file in folder google drive trigger, and for the first action I selected Create Spreadsheet Row in Google Sheets. But here I only see the document data, not the data in the sheet. Can anyone help me?
Best answer by shalgrim
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+6
Hi there
Great to have you in the Community! 🎉
Just to clarify, are you attempting to extract data from a Google Sheets spreadsheet? If that is the case, do you have headers on your sheet? We have a helpful article that explains how to work with Google Sheets in Zaps which may provide some guidance: https://help.zapier.com/hc/en-us/articles/8496276985101-Work-with-Google-Sheets-in-Zaps
Please keep us posted! 😊
Yes, I would like to transfer the data from the report to the summary table when the report document is uploaded from the email. There is text everywhere in the header.
+8
Hey there,
You’re right that the New File trigger is only going to give you information about the file, not its contents.
I recommend trying as your second step the Copy Worksheet in Google Sheets action
This is what the process looks like now
I don't know what to select here, because I always want to copy from the new table
Also here
+8
Let’s start with the first one...”Spreadsheet Containing the...”
There should be an ID field from the first step for you to choose. Is there?
+8
Great. Now, since it’s a CSV, the spreadsheet should only have one worksheet. In that case, Google usually assigns the ID of 0 to that worksheet. So you should just be able to type 0 into the field asking for a worksheet.
Now, before we go on, let’s talk about how we want this data copied. Coming back to this photo, I can’t quite see the details very well.
Do you want every row in the new file copied into the already-existing worksheet in the already-existing file? Or do you want a new worksheet in that file?
Do you want the header row copied, too?
Do both sheets have the same header row?
Yes, I want every row in the new file copied into the already-existing worksheet in the already-existing file.
I do not want the header row copied.
Yes, both sheets have the same header row.
+8
Okay, great, I understand.
So the Copy Worksheet step isn’t going to work here. Sorry for steering you in the wrong direction.
What you really want is the Get Many Spreadsheet Rows action.
You’ll set it up as follows:
Then go ahead and test your step
The next action in your Zap will be Create Multiple Spreadsheet Rows. Here you will choose the Spreadsheet and Worksheet that you want to paste into. Then you’ll map each field in that sheet to the relevant column coming from the sheet in the previous step
Do you want to give that a shot and let me know how that works for you?
Unfortunately it's not working yet, I'll paste the process here to see where I am:
+8
Hi
Okay, I worked on this for a bit and got it working for myself in a four-step Zap.
The first thing you need to do, though, is to go to your Google Drive settings and check the box next to “Convert uploads to Google Docs editor format” … this will make sure the CSV when uploaded gets converted to Google Sheets
Then your Zap will be set up as follows:
This setup will go most smoothly if you can get one of the actual files that will be used as the test data in Step 1. So I’d recommend changing your Google Drive setting first, then uploading one of the files to that drive, and then pulling in the sample.
Let me know if you have any troubles from here!
Scott
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