Easily sync your data by using our Google Sheet integration
Investors sometimes integrate Google Sheets with their Visible accounts to give companies another method in which they can share data. Below is an overview of how to set up this integration within your account.
To get started, you'll need to make sure your Google Sheet is formatted correctly. For the integration to work properly, it is important to format your Google Sheet using the following criteria:
- Metric name - for example, Revenue - is located in column A
- Date is located is in Row 1 and is formatted as a date (not text or number)
To set up the integration, first navigate to the Metrics section of your account and click New data source.
Click Connect on the Google Sheets integration located underneath the Connect section.
Pick the account you would like to integrate with Google. Then, Google will ask for permission to sync with Visible. Press Allow.
Once you've granted Google the necessary permission to sync with Visible, click into the drop-down menu underneath Select a Spreadsheet and choose the Google Sheet you would like to sync.
After choosing your spreadsheet, you will be prompted to select which tab from the Google file you would like to reference in your data import. Click the drop-down underneath Select a Sheet to pick the appropriate tab. Then, underneath the Dates - Row section, designate where your dates are located. Do the same underneath Metric names - Column to choose where your metric names are located. Press Save when complete.
Next, you'll be shown all the metrics from the Google Sheet.
Now, you'll need to actually assign these metrics to a specific company so that they are imported. Navigate to your Portfolio and click into the company you would like to track metrics for.
After clicking into the company, click Metrics on the left side of your screen. Then, click the three dots next to Edit data, followed by Link metrics from Sheets. Note, if you have historical data already imported into a company profile when adding an integration, it will override the old data. To prevent the old data from being overridden, copy and paste the old data into the Google Sheet you are integrating.
After clicking into Link metrics from sheets, you will see a list of your different metrics (as shown below). Click into the drop-down titled Link metric next to each metric, select the sheet you would like to pull data from, and then select the metric you are trying to link.
After linking a metric, you'll see a green icon next to the metric indicating that it's linked to a Google Sheet.
You have now successfully linked your metrics. If you click back into the Metrics section associated with the company, you will also see a green icon next to each metric that is being pulled from a Google Sheet.
Once the integration is set-up, data will automatically be imported into your account. You can always add new data to your template so that your Visible account stays up-to-date. It's a good idea to not change the order of the metrics in your google sheet. If you do this, the system will prompt you to confirm this order change. Instead, add new metrics to the bottom of your google sheet.
Please let us know if you have additional questions!