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Export to Google Sheets Bot

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Export to Google Sheets Bot

Export to Google Sheets Bot

Name: Export to Google Sheets Bot
Brand: airSlate
Rating: 4.5 (40 reviews)

Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer data to your table in Google Sheets with the Export to Google Sheets Bot.

What the Bot does

The Bot transfers data to a selected Google Sheets spreadsheet based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Google Sheets table of your choice.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 35 Templates
Used in 16 Workspaces
Installed 291 times in the last 30 days
100% success rate

4.5 out of 5

(40 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Export to Google Sheets Bot. No coding required.

Map fields in a document with data in Google Sheets

Configure Bot settings

First, connect to your Google account. Once connected, pick a file for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant columns of the Google Sheets table.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your data exported in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data will be transferred to the selected Google Sheets table.

Try pre-built workflows to experience the Export to Google Sheets Bot in action

Sales Invoice

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.

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Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

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Asset Movement Request

The Asset Movement Request Flow is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.

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Order Delivery and Tracking

The Order Delivery and Tracking Form Flow is used by companies that operate online businesses to streamline their sales processes.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I export a CSV file to Google Sheets?

Open a blank Google Spreadsheet. Click on Import and then select the Upload tab. From there select a file from your computer and then you'll get the option to browse the exported file. Select the file and click open. Once the file is uploaded, you'll see a dialogue box as mentioned below:

Is Google Sheets a CSV?

Then, you should see your data imported into a Google Sheets spreadsheet. Now you can edit all of the data within the spreadsheet. ... To export your spreadsheet again as a CSV, you can just go to the \u201cFile\u201d menu and select \u201cDownload as.\u201d There, select \u201cComma-separated values\u201d. This will download the file as a CSV.

How do I create a CSV file from Google Sheets?

0:05 0:34 Suggested clip How to convert the Google spreadsheet to CSV file - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to convert the Google spreadsheet to CSV file - YouTube

How do I open a CSV file in Google Docs?

Click the upload button (to the right of \u201cCreate\u201d), and choose \u201cFiles\u201d Pick the .csv file from your computer. If you go straight to the upload box, then click \u201cSettings\u201d and make sure \u201cConvert uploaded files to Google Docs format\u201d is checked. ... Upload your CSV and watch it be converted into a spreadsheet!

How do I convert an Excel spreadsheet to a Google Sheet?

Open Driveand double-click an Excel file. A preview of your file opens. At the top, click Open with Google Sheets. Click File. Save as Google Sheets.

How do you export Excel to Google Sheets?

Open Driveand double-click an Excel file. A preview of your file opens. At the top, click Open with Google Sheets. Click File. Save as Google Sheets.

How do I import a CSV file?

Open a new Excel document and navigate to the Data tab. Click \u201cFrom Text\u201d. Navigate to the CSV file you wish to open and click \u201cImport\u201d. From the newly-opened window, choose \u201cDelimited\u201d. Then click \u201cNext\u201d. Check the box next to the type of delimiter \u2013 in most cases this is either a semicolon or a comma. ... Click \u201cFinish\u201d.

How do I import a CSV file into Excel?

Open a new Excel document and navigate to the Data tab. Click \u201cFrom Text\u201d. Navigate to the CSV file you wish to open and click \u201cImport\u201d. From the newly-opened window, choose \u201cDelimited\u201d. Then click \u201cNext\u201d. Check the box next to the type of delimiter \u2013 in most cases this is either a semicolon or a comma. ... Click \u201cFinish\u201d.

Export to Google Sheet Bot

When it comes to data analysis, Google Sheets is one of the most convenient places to store and process information relating to client data, order records, survey results, and so on. But can a user move this information from the original document to a spreadsheet without spending too much time and manual effort?

airSlate automation Bots allow you to export form data to Google Sheets in a few clicks. Data transfer processes that used to take hours now take minutes. Simply set up the Bot, select the spreadsheet you’d like to transfer data to, match document fields with spreadsheet columns and cells, and hit the Apply Setup button. Once your document has been completed with the required information, it will be transferred to the selected spreadsheet.

When you automatically export form data to spreadsheets, the following benefits accompany your workflow:

Hours saved on copying and pasting information
Minimal chance of critical business errors
Improved workflow efficiency
Increased productivity

There are a range of methods you can use to customize Bot automation and perform data transfers at a time that’s most suitable for you.

Let’s say you need to send form data to google spreadsheets after a survey has been completed.

To do so, simply go to the Bot setup, select your preferred date, and set when the Bot will act.

Once finished, the information from the form will be automatically moved to the spreadsheet you specified on the date you’ve selected.

The Bot setup takes no longer than ten minutes and the savings it delivers to your company, in terms of time and monetary value, will compound over time.

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Speed up repetitious tasks with no code

Employ Export to Google Sheets Bot

Start creating a new Flow and import forms or generate templates right in the system to activate the Bots option. Find and choose a wanted software robot from the list.

Configure it

Open up the Bot setup. Fill out all of the required fields to modify general and advanced settings. Consider determining activation circumstances in order to avoid false activations (you can add several circumstances).

Figure out the way it works

Execute the workflow and explore the results. Make sure the software robots are operating appropriately. If something doesn’t work, look into the Bots log to fix the mistakes and execute your Flow once again.