Need an easy way to get CSV reports into Grow? We’ll teach you here how to automate CSV exports to get them into Grow.
In order to do this, you’ll need to make sure the following requirements are met:
- The data source you are using needs to export automatic emails with attached CSV sheets containing the data.
- The CSV sheet needs to be formatted such that will work for Grow. Read here about formatting your spreadsheets. If they aren't formatted as shown on the help article, the automation will not work.
- You will need a Google Drive account.
- You will also need a Zapier account.
Setting up CSV Exports
There are three parts to this process. We’ll walk you through each of them.
Part 1: Setting up CSV Exports
Before you do anything else, you’ll need to create a Gmail account. We recommend creating an account dedicated solely to this report, instead of having it attached to someone’s personal email account.
Once you’ve done that, go to Google Drive and create a sample spreadsheet. It doesn’t need to have anything in it, but name the file how you want all future exported CSV files to be named. We will use this file later to test the Zap you’ll create.
In the data source, set up the CSV export so that it sends automatic emails to that Gmail account.
You need to have finished the above steps before going on. If it didn’t already, go ahead and have the data source send you an email with an attachment. Before going on, the Gmail account should contain at least 1 email with a CSV attachment.
Part 2: Connecting Gmail to a Zap
To do this, go ahead and create a Zapier account. (You can do this for free.)
Next, create a Zap. (Click the Make a Zap button at the top of the page.) Zapier will walk you through the process, and we’ll guide you with the details you’ll need enter.
Select Gmail as the trigger app. Zapier lets you search for the apps you want to connect.
For the Gmail trigger, select New Attachment.
Once you’ve done those two things, click the blue Save + Continue button at the bottom.
You will need to attach or authorize the Gmail account. Press Connect an Account and connect your Gmail account. It will ask you for permission to access your Gmail account; go ahead and click Allow.
Once you’ve connected your account, press the blue Save + Continue button.
It will then let you select or filter down specifics. If you have different reports coming in to this same email and will have multiple Zaps, you will need to be specific about your details.
You can use Labels or String search. We prefer string search. For example,
subject:weeklyreportclient1. You can edit this string to match the subject line or email your report comes from. That way you can make multiple zaps for
subject:weeklyreportclient2 or other things.
Next you’ll continue through the steps to save and test. Make sure that the Zap pulls in the correct report from your inbox.
Part 3: Connect Google Drive to the Zap
Finally, you will set the action app to be Google Drive.
Once you’ve selected Google Drive, you’ll select an action. For this one, you’ll need to click on Show Less Common Options. From the options that appear, select Replace File. Click Save + Continue at the bottom of the page.
Next, you’ll need to authenticate to Google Drive with your new Gmail account and give Zapier permission to access the account.
Zapier will have you fill out a template. If you are housing these CSV exports in a specific file, you’ll need to specify that.
For the File to Replace field, select the temporary file you created in the first step.
In the File field, use the button at the right to show the options. Click on the first step, Attachment, to select the attachment that comes in from Step 1 in the Zap.
For the Convert to Document field, select Yes. Grow needs this to be able to read the document.
In the File Name field, type in the name of the document that will be used for all future files. This needs to be the same name as the file you’re replacing. Make sure that it doesn’t have an extension.
Finally, in the File Extension field, type in the exact same name. If the file has an extension .csv, leave it off. If it has the extension, it won’t work in Grow.
You can also follow the image below to make sure you are doing it correctly.
Press Continue to test the Zap. You can double check in Google Drive to make sure the correct file was uploaded.
Once you have checked this, press the blue Finish button. Give your Zap a name and turn it on.
After you’ve done all of this, go to your Grow account and log in. Connect to Grow's Google Sheets integration using your new Gmail account and bring in the file. It will be replaced every time the Zap runs (however frequently your data source exports the CSV).
Please note that this will replace any data that was there previously.
And that’s it!
Questions? Email us at email@example.com or chat in on the site.