Spend a lot of time using Google Sheets? You can use ChurnIQ 2.0's secure export action to send CSVs directly from ChurnIQ to Google Sheets on a one-off or recurring basis.
Data can be exported directly to your Google sheets from the Data Exports section of ChurnIQ. In this article we will describe how you can do this with your ChurnIQ datasets.
Preparing your Google Sheets export
To prepare your data before sending or scheduling and export, review the following scaling issues first:
- Horizontal scaling: If your dataset contains more than 26 columns and you plan to import the data to an existing Google Sheet, you'll need to manually expand the Google Sheet before you can import your data into it.
- Vertical scaling: If your data table contains more than 1,000 rows, ChurnIQ will add those rows to your Google Sheet by default
Overwriting is another important factor to consider if you are sending or scheduling a data export. If you're going to import your data into an existing Google Sheet, write any formulas on a separate tab of your Google Sheet to preserve the logic in your formulas.
If you utilize the Google Sheets action's overwrite function, the action dynamically updates your Google Sheet and your data will automatically be loaded into the first or leftmost tab of your Google Sheet.
If you'd prefer to create a new spreadsheet with each data delivery so that you have a full history of your data and can track changes over time, do not use the Google Sheets action's overwrite function.
Verify your Google credentials
If you're exporting to Google Sheets for the first time, you'll need to authenticate with your Google credentials. Click Login, specify your Google account, and then click Allow to connect 'Looker' (ChurnIQ's data modelling environment) to your Google OAuth credentials. You can connect only one set of Google Oauth credentials to this integration.
Send or schedule the data export
Follow these steps to complete your data export:
- From the Send or Schedule pop-up, next to Where should this data go?, select Google Sheets as your delivery destination.
- Verify your Google credentials as described above
- From the Select Drive to save file drop-down, choose the Google Drive where your CSV file will be saved.
- From the Select folder to save file drop-down, choose the Google Drive folder where your CSV file will be saved.
- Specify the name of your Google Sheet file in the Enter a name field. You do not need to include the file extension — the Google Sheets action will automatically append it during delivery.
- In the Overwrite Existing Files drop-down, select Yes or No. Selecting No will generate a new Google Sheet with a snapshot of your data with every data delivery. Selecting Yes will load your data in the first or leftmost tab of your existing Google Sheet.
- Advanced options for CSVs include customizable limit and format. Click Send or Schedule.
- Refresh your Google Drive folder to see your file delivery.
File size and performance
Whenever a dataset is being processed or exported it helps to have a good sense of the approximate scale of that dataset. This can be important for many reasons, including usage fees for paid external destinations or simply for performance.
Knowing if your dataset will number in tens of thousands of rows, hundreds of thousands, or millions will give you a better sense of how long the export will take and what failure risk might be associated with it. You can figure this out for your own needs by getting a sense of the scale of your raw dataset, eg. all users with not filters.
By doing this you will get a feel for what datasets should export almost instantly, and what exports will take longer to process.