Schedule your Import, and Snapshots, and Add Data Alerts
Do you have data from your CSV files needed to be transferred to Google Sheets? Now, CSV files can be used to import data to your sheets through our CSV Integration. This allows you to either upload your file, select from your own Google Drive or even use a URL and have it imported to your sheets in no time. 🎉
When you begin a CSV import for the first time, you will need to connect/authorize Coefficient to your Google Drive account successfully.
Note: You can still use the “Import from URL” option even without connecting to your Google Drive and it should allow you to import from another CSV file.
From the listed data sources, select “CSV” then click “Upload File” from the options.
“Authorize” Coefficient to connect to your Google Drive.
Coefficient will prompt you to confirm the account you want to connect.
“Allow” Coefficient access to your account. Once you complete this step you will be taken back to Sheets to upload your CSV from Google Drive.
There are 3 different ways to import data using Coefficient’s CSV integration, Upload File, Pick from Google Drive, and Import from a URL.
Inside the sidebar, select “Import from…”
From the data sources listed, select “CSV”. (usually found towards the bottom of the list)
Select “Upload File”.
A window will appear allowing you to drag and drop you file into the area provided, or you can select the file from your device.
