This article outlines a series of steps to do the following:
- Add and configure a Google Sheet data source into a relationship. Import and update opportunities into Pronto from a Google Sheet.
Pre-requisite
- Pronto administrator privileges are required to view and configure.
Steps needed to setup Data source for Google sheet
- Step 1 - Google Sheet Setup
- Step 2 - Pronto Configuration and Setup
- Step 3 - Select and map data columns
1. Google Sheet Setup:
Sheet Tab Position
Configuring Pronto is a great way to import or update information very quickly. You can setup Pronto to sync to a new or existing Google sheet, but please keep in mind that Pronto will only sync on the first Worksheet Tab positioned all the way to the left. You may have to reposition your required sheet into the first Tab slot.
Column Names
The names of the column headers should be easy to identify, as this will make it easier to do column matching in Step 3. Please do not use special character for the column headers. For example, the asterisk ( * ) character will not work.
Pro Tip: It might be a good idea to only map the minimum required fields when first starting off, this will reduce any potential issues and ease troubleshooting. You can very easily add additional mapped fields later on and/or as needed.
Required fields
Below are the minimum required fields needed by Pronto for Opportunity syncing:
- Source Record ID
- Opportunity name
- Opportunity stage
- Opportunity owner email(s)
- Account name
- Deal close date
- Deal size
The field formatting should be kept simple for the date and dollar fields. Any added special characters like $ or commas should be removed whenever possible.
Pro Tip: If Deal Size value is showing 0 dollar value, check the format on your sheet for the Deal size column. This should be set to plain " 0 " on the google sheet, any other format markup could cause syncing issues.
Test Sheet
Make a copy of this Google Sheet to do your own testing: Pronto Google Sheet Test File
2. Pronto Configuration and Setup
- On the Main Navigation Bar click on [Ecosystem] /{Relationship_Name}/Configuration/Opportunities
- Scroll to the bottom of the page and click on the [Add data source] button
- Select the {Google Drive} option
- Provide a name for your data source, then click the [Save and continue] button.
- Copy the URL from the Google Sheet
- Paste the URL into the {Spreadsheet's URL} field, then click the [Save & Next] button.
- A Pop-up window will appear, and ask you to choose an account and login.
- Next you will be asked to TRUST gopronto.io to access your Google Sheet, after review click the [Allow] button
3. Select and map data columns
- Next we will match up the Pronto System fields to the Spreadsheet columns
In the example screenshot below you can see a 1:1 name match up, however this may not be the case with your particular file. This is where having easy to identify column names makes this step easier.
Note: The Source Record ID field is used by Pronto to match up against existing imported opportunities. It is important to make sure this field is unique. This should be something like a Salesforce record ID, UUID or similar that is unique.
- Only the system fields that have an asterisk " * " next to the name are required to match up at this time. You can return to this configuration page to add more fields later on. Click the [Save & Fetch] button when you are ready.
- You are then presented with a system message to navigate to Sales > Opportunities to check for imported Opportunities
- Your opportunities should now be pulled into Pronto. You will see the named Google Sheet under the [Data source(s)] button on the top right of Opportunities page.
Note: If you DO NOT see any opportunities, please contact Pronto Support. Pronto support team is ready to assist and are able to view the detailed backend system logs.
- You will now have an option under the [ Data source(s) ] button to sync on demand.
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