The Google Sheets Connector App pulls data from a Google Sheets spreadsheet into Yext entities using pre-configured setups.
Prerequisites:
- A live Yext account and a Google account.
- A Google Sheets spreadsheet with your data. If your data is in
.xlsxor.csvformat, convert it to a native Google Sheets file first. - Entity Types in the Knowledge Graph that match the data you're importing.
Note on multi-value fields: The app includes a custom function called gs_replace_comma that replaces commas outside of cell values with a vertical pipe character (|), which the connector uses as a delimiter for multi-value fields.
This guide covers three steps:
- Link your Google account to Yext
- Install the Google Sheets App
- Configure the connector
Link your Google account to Yext
Note: If you have already linked a Google account to Yext and enabled all five permission scopes, skip to Step 2.
- In Yext, navigate to Knowledge Graph > Configuration and select Linked Accounts.
- Next to Google, select + Add Account.
- Ensure all five scopes are configured for the linked account and select Link.
- Move through the authorization flow and select Allow to approve the data sharing permissions.
- Provide a unique name and do not modify the ID text field. Select Save to finish setup.
- After saving, navigate back to Knowledge Graph > Configuration > Linked Accounts and select Google. Note the
linkedAccountId— you will need it in the next step.
Install the Google Sheets App
- Navigate to the App Directory and locate the Google Sheets Connector. Review the app listing and click Install.
- Review the configuration changes summary and authorize Yext APIs by clicking Next.
- Input the following:
- Data Range: Uses A1 or R1C1 notation to indicate which cells to include. If your data includes column headers, do not include that row in the data range to avoid storing header values as entity data.
- Google Linked Account: The
linkedAccountIdnoted in Step 1. - Google Spreadsheet ID: Found in the URL of your spreadsheet. For example, if the URL is
https://docs.google.com/spreadsheets/d/111/edit, the spreadsheet ID is111. - Dimension: Either
ROWSorCOLUMNS. Select ROWS if each row should be a separate entity, or COLUMNS if each column should be a separate entity.
- You will be redirected to your connector overview page. Select Edit Configuration to finalize the connector configuration.
- Click Add Transform and select Split Columns as the transform type. Input each Column Name for fields that should be separated out. Use a vertical pipe (
|) as the split delimiter. - Select Next to map fields to an entity type. If the entity type you need is not available, add or enable it from Knowledge Graph > Configuration > Entity Type.
- Select Save and Run Connector to begin pulling data from Google Sheets.
- Wait a few minutes (depending on the size of your data) and refresh the page. You'll see a summary of the entities pulled in. Check out the new entities in the Knowledge Graph.
Configure the connector
Adjusting your configuration
You can customize the connector configuration at any time. Navigate to Your Apps, locate the Google Sheets Connector, and select Edit Configuration.
Adjusting the run schedule
To adjust the connector run schedule, select View on the Google Sheets Connector overview page and click Schedule. Adjust the Frequency, Date, Time (Hour), and Time Zone as needed. Running the connector hourly is recommended to maintain the latest data in Yext.