Google Sheets Connection

You are now ready to get to the implementation part of the integration. Before you proceed, make sure you have completed the following checklist:

• Account connected with Social Good Software.
• Personal account with Altru with selected roles.
• Account with Google Sheet.

Step 1: Login

• Log in to the application.
• Click on “Data Bridge”.
• Click on “+ Create Data Bridge”.

Step 2: Create a Data Bridge

• Enter the name of Data Bridge.
• Click “Next”.
• Select “Altru data”.
• Add OData link from the previously created query for this specific connection.
• Click on “Next”.
• Click on “Create Data Bridge”.

Step 3: Create a widget

• Click on the widgets tab.
• Click “+ Create Widget”.
• Name the widget.
• Click next.
• Select the Google Sheets type of widget from the dropdown menu.

• Click on “Next”.
• Click on “Create widget”.

Step 4: Reviewing widget settings

• Select the Google Sheets widget.
• Click on Settings.
• The “Excel/Google Sheet Link”: use this link to integrate into Google Sheets. When needed, click on Copy Link.
• The “Direct Link”: Use this link if you want a developer or a 3rd party to be able to use the data. When needed, click on Copy Link.

Step 5: Prepare and set up your Google Sheet

• Make a copy of the Google Sheet Template.

Step 6: Guide Sheet

• Copy the direct link from your Data Bridge widget settings and paste it into the Guide sheet
• Copy the username from the widget settings and paste it into the Guide sheet
• Copy the password from the widget settings and paste it into the Guide sheet

Step 7: Generate Report

• In the Query results sheet, click on Download data
• View the generated information in the Query results sheet

Step 6: Configure Settings

• Click on the settings tab.
• Go to the gear icon for each item to select the Merging key, Merged columns, and Hidden columns.

This depends on the size of your list; for example, if your list size is 1,000 contacts, it takes five minutes to complete the sync process.