How to integrate Google Sheets with systeme.io

In this article, you will learn how to integrate your Google Sheets account with your systeme.io account. 

What you need to know: systeme.io makes managing your data easier with its integration with Google Sheets. No more need to use external services like Zapier to connect your forms or automations to Google Sheets. You can now do it directly from your systeme.io dashboard!

How to set up the Integration with Google Sheets

The setup is quick and simple. In just a few steps, you can connect your Google account and start automating your business using Google Sheets.

1. Click on your profile picture, then go to the "Settings" section.

2. Scroll the menu on the left until you reach the section "Google Sheets Integration", then click on it.

3. Click on "Integrate your Google Account" to add a Google account to your systeme.io account.

4. A popup will appear where you need to choose the Google account you want to add.

5. Click on "Continue" to give permission to Google to share your information with systeme.io.

6. Check the box "See, edit, create, and delete only the specific Google Drive files you use with this app", then click on "Continue".

7. Finally, you will notice the addition of your Google account on the systeme.io interface.

Available features with Google Sheets Integration

Once the integration is set up, you can use the action "Add a new row to a Google Sheet" in your workflows, allowing you to automatically add data to a Google Sheets worksheet based on triggers you define in your Workflows.

Here’s how to use this feature :

1. Select the action: In your Workflow, choose the action "Add a new row to a Google Sheet."

2. Choose a drive: If you have multiple integrated Google accounts, select the Google Drive you want to use.

3. Add a Google file: Choose the Google file you want to work on from your available files by first clicking on "Select a file".

Then select a file from the available ones, and finally click on "Select."

Important: make sure your Worksheet already contains titled columns, as the current integration does not support creating new Google Sheets from scratch.

4. Choose a Worksheet: Google files can contain multiple Worksheets, so you will need to choose the specific worksheet to which you want to add data.

5. Map your data: Finally, assign your data fields to the corresponding columns of your Google Sheet. This allows you to match the data, deciding which data goes in which column. This step ensures that all information is correctly organized in your file.

After assigning specific data to each field, to finalize the creation of your Workflow action, you need to click on "Create"

It is important to know that it is possible to map two or more data of information to the same column.

Example: a column that we title "Full Name", in which we will map the data "First Name" and "Surname", so that the first name and first name are added in the same column on the Google Sheet.

Once you've completed these steps, all your data will be automatically saved in your Google Sheet, and there's no need for another intermediary platform. This integration simplifies your workflows and saves you time, allowing you to concentrate on what's most important: growing your business.

Notes :

1. The action “Add a new row in a Google Sheet” is only available in Workflows, it's currently not possible to do this with a simple automation rule
2. You can integrate multiple Google accounts into your systeme.io account