Automatically Updating Google Sheets from Fishbowl CSV Exports

DavidFive · 2022-05-25T16:48:16+02:00

Hi, we are wanting to automatically update Google Sheets from Fishbowl inventory exports. We can schedule exports from FB and sync the export folder to Dropb...

DavidFive

DavidFive I think I've screwed up somewhere as I duplicated the connection and it named the duplicate tab with the same name as the original connection. I'll poke around and see where I can change the name of the destination tab. Thxs!

Support from Sheetgo

DavidFive you have to click on tab name under destination!

DavidFive

Support from Sheetgo Can I ask under what condition is the option to Choose the Tab Name available as shown in your graphic?

DavidFive

I do not see that option.

Support from Sheetgo

DavidFive I think I know where the problem is. Can you temporarily share your workflow with me (robert@sheetgo.com) for me to review?

DavidFive

Support from Sheetgo Yes, shared! Thank you! Also, I see all of these connections are using the same schedule. It is possible to have different schedules as some are not really urgent or daily even. Thanks again!!!

Blair

DavidFive Also, I see all of these connections are using the same schedule. It is possible to have different schedules as some are not really urgent or daily even. Thanks again!!!

If I am not mistaken then you need to create several different workflows.

Only workflows can have schedules but not connections.

You could place each connection into a separate workflow.

But maybe Bobby can correct me if I am wrong?

Support from Sheetgo

Blair But maybe Bobby can correct me if I am wrong?

You are correct! :)

DavidFive let's review/summarise your connections that all have the same logic.

Each connection takes the latest file it finds inside a folder and sends it to your Google Sheet where it creates a new tab with the name of that file.

Is that correct?

However, you need this tab to always have the same name, right?

If so, can the source file always have the same name or is this not possible?

DavidFive

Blair Thank you Blair! I see what you mean.

DavidFive

Support from Sheetgo The source file cannot have the same file name as it's updated with a date code at every new upload. It has the same base name and then the date code; ex: Inventory Availability 2022-06-01 17-00. This is why we used the Latest File in the Folder option.

Support from Sheetgo

DavidFive makes sense, thanks for clarifying.

So essentially you need the feature to manually choose a destination tab name (which remains always the same) when using the consolidate from folder > only latest file option, right?

Note that the original destination tab can be created by Sheetgo (rather than being defined by me) but needs to remain the same after it's created and upon new updates so that the google sheet reference remains the same and the new data can be automatically imported into other tabs/sheets.

Context:

The source file cannot have the same file name as it's updated with a date code at every new upload. It has the same base name and then the date code; ex: Inventory Availability 2022-06-01 17-00. This is why we used the Latest File in the Folder option.

Support from Sheetgo

DavidFive try connecting a single source (not folder) to a single destination. That should give you the option. :)

DavidFive

Hi again, I believe our Sheetgo workflow is working properly now. I've set up a connection between our dropbox and google sheets, where the latest file in a dropbox folder is copied to a google folder. Sheetgo created a new tab named Sheetgo_Every first sheet and I'm wondering if we can name the destination file something else. The Sheetgo option says New tabs will be created based on the tab names of each source file which does not seem to be the case. When I click on the Learn More option I get Uh-Oh. This page knows nothing. The source folder is named Finished. Thanks again!

Support from Sheetgo

DavidFive The Sheetgo option says New tabs will be created based on the tab names of each source file which does not seem to be the case.

@Willian from Sheetgo your input maybe?

DavidFive When I click on the Learn More option I get Uh-Oh. This page knows nothing. The source folder is named Finished. Thanks again!

Thanks for flagging! Going to report as a bug.

Willian from Sheetgo

Support from Sheetgo This message @DavidFive is receiving is related to the known issue and current feature request Specify tab name when using consolidate from folder.

DavidFive

Willian from Sheetgo

Hey, just a note to let you know I got this working by setting up different Google Sheets files for each workflow. The new data overwrites the created Googe Sheet tab with the new data taken from the latest file in our Dropbox folder. Thank you two for your continued help!!!

Support from Sheetgo

DavidFive Thank you two for your continued help!!!

Thanks for your continuous feedback! ;)