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I need help with the following Zap:

  1. Gmail excel attachment is uploaded to Google sheets (WORKS)
  2. How do I extract the google sheet data (It is sent daily)?
  3. How do i create new rows to the master sheet from the new google sheet sent daily?
  4. Delete the daily google sheet once the master sheet is updated?

 

Hi there @tothehaiway,

Welcome to the Community! 🎉

You can use Formatter by Zapier - Import CSV function to extract the Google Sheets data from the email attachment and followed by the “Create Spreadsheet Row” action to create new rows to the master sheet.

Additionally, there isn’t a way to delete a whole spreadsheet at the moment.

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!

 


The daily sheet’s first 3 rows are not the header row… the way the CRM sends the excel sheet it shows. 
 

 

Do we have to delete the first 3 rows?

or can zapier read the 4th row?


Hi @tothehaiway 👋

Do we have to delete the first 3 rows?

or can zapier read the 4th row?

In order for Formatter to be able to read the CSV file correctly you’d likely need to delete the first 3 rows. There’s a Clear Spreadsheet Row action available for Google Sheets that would clear the data from those rows but it wouldn’t delete them. Is there any way you can adjust the export from the CRM to have the header added at row 1?

Looking forward to hearing from you!