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. You no longer need 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 Settings.

2. Scroll down the menu on the left to the Integrations section, then click on it.

3. Select Google Sheets from the list of available integrations to connect your account.

4. A popup will appear. Click Connect to begin the integration.

5. In the next window, select the Google account you wish to use.

6. Click on Continue to allow Google to share your information with systeme.io.

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

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

9. Once connected, you can view account details, disconnect the current account, or add new ones.

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: Select the specific Google Sheet you want to use from the list.

4. Select your desired file, then click Select.

5. 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.

6. 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.

Once you have mapped your data fields, click Create to save the workflow action.

It is important to know that it is possible to map two or more types of data 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 surname 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.

After completing the setup in the Data Mapping, you need to go to the Tests section to run a test to verify that your automation is working correctly; you just need to start the test by clicking on Test.

You will see a message indicating that the test has been completed.

Here is an overview of our Google Sheets file before the test.

After running the test, a new row containing the test data will be added to your Google Sheet.

This integration simplifies your workflows and saves you time, allowing you to concentrate on what's most important: growing your business.