Google Sheets Exporter - Keap

INTEGRATIONS NEEDED FOR GOOGLE SHEETS EXPORTER

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Google Sheets Exporter is only available on Keap.

In this section, you will find the options for building your Google Sheet Exporter tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

Step 1: Which saved search would you like to export?

In the drop-down, select the saved search that you'd like exported to your Google Sheet.

Step 2: Which Google Sheet would you like to export the results to?

In the drop-down, select the Google Sheet that you would like to export the saved search to. (this must be created before configuring this tool)

Step 3: Which sheet (tab) would you like to export your data to?

In the drop-down, select which tab of your Google Sheet you'd like the saved search exported to.

These configuration options will appear if you enabled scheduling.

Step 4: Enable Scheduling?

By default, this option is set to "Off" if you would like to enable the ability to run this tool on a schedule, switch this toggle to "On"

Step 5: Date Options

Select if you would like to run this on a "daily", "weekly" or "monthly" basis.

Step 6: Time Options

Select the time at which you would like this tool to run and the minute interval at which you would like to run this tool.

Step 7: TimeZone

Select the timezone that you would like this tool to run in.

Step 8: Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.

Schedule your Google Sheets Exporter to export your saved search to a google sheet at fixed intervals.

Step 1:

Enable Scheduling in the tool configuration.

Step 2:

Choose how frequently you would like the tool to run.

Step 3:

IMPORTANT: This tool will only run as quickly as Infusionsoft allows. If you have a large contact list, and wish to run this tool frequently, it will slow your app down greatly.

Step 4:

Once you have set up scheduling, save the tool, the tool will run when it is set for.

Manually process your Google Sheets Exporter to export your saved search to a google sheet.

Step 1:

Click ‘Run Export Manually’ on the ‘Usage & Instructions & Reporting’ page to begin running against the saved search you chose.

Step 2:

IMPORTANT: This tool will only run as quickly as Infusionsoft allows. If you have a large contact list, and wish to run this tool frequently, it will slow your app down greatly.