IMPORTANT: This document is specific to Sigma worksheets. To learn about export options for Sigma’s new Workbooks feature, please visit Send and Schedule Workbooks.

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 Resources

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. 

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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.
  6. Screen_Shot_2020-07-31_at_10.30.33_AM.png.    Screen_Shot_2020-07-31_at_10.27.42_AM.png
  7. Under Destination choose ‘Google Sheets’.
  8. 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.
  9. Under Google Sheet URL, paste in the URL of the existing Google Sheet to which you would like to export your Sigma worksheet.
    Note: 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
  10. Under Repeat by, select the frequency and time of day to export the snapshot of the worksheet.
  11. [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
  12. 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 Resources

Export to Google Drive
Send or Schedule Reports
Conditional Scheduling 

 

IMPORTANT: This document is specific to Sigma worksheets. To learn about export options for Sigma’s new Workbooks feature, please visit Send and Schedule Workbooks.