Do you need to transfer data from your CSV files to Google Sheets or Excel? With our CSV Integration, you can easily import data into your sheets. Upload your file, select it from your Google Drive, or use a URL to import it into your spreadsheets quickly. 🎉
Schedule your Import, Snapshots, and Add Automations
Connecting to Google Drive
When you begin a CSV import for the first time, you will need to connect/authorize Coefficient to your Google Drive account successfully.
ℹ️ NOTE: You can still use the “Import from URL” option even without connecting to your Google Drive and it should allow you to import from another CSV file.
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1. Launch the Coefficient Sidebar and select “Import from...”
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2. Click on "Files". |
3. Select "CSV" from the list. |
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4. Select "From Google Drive". |
5. “Authorize” Coefficient to connect to your Google Drive. |
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6. Coefficient will prompt you to confirm the account you want to connect. |
7. “Allow” Coefficient access to your account. Once you complete this step, you will be returned to your spreadsheet(s) to upload your CSV from Google Drive. |
Import using CSV
There are 3 different ways to import data using Coefficient’s CSV integration: Upload File, Pick from Google Drive, and Import from a URL.
From Google Drive
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “From Google Drive” |
5. A window will appear, allowing you to select a file from one of your Drive folders.
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6. The sidebar will populate with the column headers in your file (you can uncheck/check to remove/add them to the import. You can also open/change the file here as well. |
7. Customize the import with additional filtering and even set it to skip the first row to define the headers. ℹ️ NOTE: If your source file doesn't begin with a header row, skip non-header rows to specify where the header row begins. |
8. Congratulations on your successful import from Google Drive 🎉
ℹ️ NOTE: If you add a new CSV file to Drive with the same (exact) name as the source file, Coefficient will pick up the updated file when the import is refreshed.
Upload File
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “Upload File”. |
5. A window will appear allowing you to drag and drop your file into the area provided, or you can select the file from your device.
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6. The sidebar will populate with the column headers in your file (you can uncheck/check to remove/add them to the import. You can also open/change the file here as well). |
7. Customize the import with additional filtering and even set it to skip the first row to define the headers. ℹ️ NOTE: If your source file doesn't begin with a header row, skip non-header rows to specify where the header row begins. |
8. Congratulations on your successful CSV import with Coefficient! 🎉
Import from URL
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1. Open the Coefficient Sidebar and select "Import from". |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Select “Import from URL” |
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5. Paste the URL in the text box provided. |
6. The sidebar will populate with the column headers from your source file (you can uncheck/check to remove/add them to the import. You can also open the source file by clicking the arrow enclosed in a box button. |
7. Customize the import with additional filtering and even set it to skip the first row to define the headers. ℹ️ NOTE: If your source file doesn't begin with a header row, skip non-header rows to specify where the header row begins.
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8. Congratulations on your successful URL import! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:
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FAQs for CSV
There is an error in my URL import. What could be the reason?
- Check the format of the URL - it should return a CSV file and not HTML.
- If you publish your file on the web using Google Sheets/Excel - make sure that the file does not have any restrictions that block you from using its content. (permissions)
- Inspect the content type of your file and make sure it is comma-separated/delimited values. (Coefficient does not currently support other delimiters). The file extension should also end in “.csv”.
- If all of these are correct and you still experience errors, please contact support@coefficient.io for further assistance.