Export to Google Sheets

Sigma allows you to schedule an export to Google Sheets of the first 150k rows of data in your worksheet.

Summary of Content

Authorizing Sigma to Export to your Google Account
Set up a Schedule
Edit/Delete your Schedule
Send Now - How to Send your Scheduled Export at any Time
Related Documentation

Authorizing Sigma to Export to your Google Account

The first time you schedule an export to Google Sheets, you will be prompted to authorize Sigma to export to your Google Account. Click 'Authorize' and follow the instructions on your screen.


After completing authorization, you will be redirected back to Sigma’s scheduler modal. 

blobid1.png

Set up a Schedule

  1. Open the worksheet you would like to export.

  2. If it is in 'Edit' mode, click the Publish button in the top right corner of the screen.

  3. Click the ••• icon button in the worksheet header to open the worksheet menu.

  4. Select 'Schedule...' to open the Scheduled Exports modal.  

  5. If this is the dashboard's first schedule, click Add Schedule.
    If schedules already exist, you will see them listed. Click + New Schedule.

    Screen_Shot_2020-07-31_at_10.30.33_AM.png.    Screen_Shot_2020-07-31_at_10.27.42_AM.png

  6. Under Destination choose ‘Google Sheets’.

  7. If you have not already authorized Sigma to export to your Google account, you will be prompted to do so at this time. Learn more.

  8. Under Google Sheet URL, paste in the URL of the existing Google Sheet to which you would like to export your Sigma worksheet.
    Please note that data is exported to the same Google Sheet, replacing the existing sheet in place.
    Screen_Shot_2020-09-22_at_3.37.10_PM.png

  9. Under Repeat by, select the frequency and time of day to export the snapshot of the worksheet.

  10. [optional] Under Send you may choose to specify delivery conditions. For each scheduled delivery, the export/notification will only be sent if this condition is met. Learn more about conditional scheduling.
    Screen_Shot_2020-09-22_at_3.35.39_PM.png

  11. Click Create Schedule.

Edit/Delete your Schedule

  1. Click the ••• icon button in the worksheet header to open the worksheet menu.

  2. Select 'Schedule...'  to open the Scheduled Exports modal.  

  3. Click the ••• to the right of the schedule you would like to edit.

  4. Click 'Delete' to delete the schedule or 'Edit' to make changes to the schedule.


Send Now - How to Send your Scheduled Export at any Time

  1. Click the ••• icon button in the worksheet header to open the worksheet menu.

  2. Select 'Schedule...'  to open the Scheduled Exports modal.  

  3. Click the ••• to the right of the schedule you would like to edit.

  4. Click ‘Send Now’ to immediately export the worksheet to your folder.


 

Related Documentation

Export to Google Drive

Send or Schedule Reports

Conditional Scheduling