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New Automation Builder

The New Automation Builder: Sending Data to Google Sheets

This article refers to the new automation builder that is currently being released. If you're not seeing this version, then see our article about the previous version of the automation builder.

Create an automation that sends data to Google Sheets, such as form submissions or invoice details. This allows you to collaborate with people using Google Sheets without giving them access to your site's dashboard.

Step 1 | Create a new automation and connect your Google account

To begin, create a new automation and add the action Update Google Sheets. Then connect your Google account so the automation can access the spreadsheet.

To create a new automation and connect your Google account:

  1. Go to Automations in your site's dashboard.

  2. Click + New Automation at the top right.

  3. Click + Start from Scratch.

  4. Give your automation a title and choose a trigger.

  5. Click the Add Step icon   and add an Action.

  6. Select Update Google Sheets under Integrations on the left.

A screenshot of the automation builder, selecting Update Google Sheets as the action

  1. Click Connect Google Account.

  2. Select the relevant Google account.

  3. Click Allow.

Important:

When connecting your Google account, you are providing permissions for Wix to access your spreadsheet data. You can remove permissions at any time from your Google account.

If you remove Wix permissions, any automations that use Google Sheets will become disconnected and stop working. You can reset your Google permissions in an automation, but note that the trigger can't work retroactively or add any information that was "skipped" while the automation was disconnected.

Step 2 | Connect a spreadsheet to your automation

Next, connect the relevant spreadsheet to your automation. All spreadsheets in your connected Google account can be used in your automations. You can create new spreadsheets within Google Sheets and use these too.

Choose what you want to do:

Connect an existing spreadsheet to the automation

  1. Click Select Spreadsheet.

  2. Choose a spreadsheet from the available files.

  3. (Spreadsheet with multiple tabs) Click the Choose sheet drop-down to select which tab the automation should send data to.
    Tip: You can see how many tabs your spreadsheet has at the bottom of the Google Sheet.

Screenshot of

Note: You can only sync spreadsheets that you created, not spreadsheets that were shared with you. If the spreadsheet you want to connect isn't owned by you, first make a copy of it in your Google account.

Create a new spreadsheet in Google Sheets and connect it

  1. Go to Google Sheets in the connected Google account and create a new spreadsheet.

  2. Add a spreadsheet title.

  3. Add titles to the spreadsheet columns in order to organize the data that will be sent via the automation. For example, if you're sending data from invoices, add column titles for "Customer", "Invoice Total", etc.
    Note: Be detailed with the column titles as in the next step you will match the data to a specific column on the spreadsheet.

    Screenshot of example Google Sheet with column titles added.

  4. Go back to the draft automation in your dashboard and click Select Spreadsheet.

  5. Select the new spreadsheet you just created.
    Tip: New spreadsheets appear at the top.

  6. (Spreadsheet with multiple tabs) Click the Choose sheet drop-down to select which tab the automation should send data to.
    Tip: You can see how many tabs your spreadsheet has at the bottom of the Google Sheet.

    Screenshot of

Step 3 | Match trigger data to the spreadsheet

Next, match the data from your chosen trigger to the correct columns in your spreadsheet. For example, if your trigger data includes customer and invoice total fields, you need to match that data to the "Customer" and "Invoice Total" spreadsheet columns.

To match your trigger data:

  1. Click Match Data to Sheet.

A screenshot of the Match Data to Sheet button in the automation builder

  1. Click the drop-downs under Data from trigger to match them to the Google sheet columns.
    Note: If you need to make edits to column titles, do so within your Google spreadsheet and click Refresh Data at the bottom left to see these changes reflected.

  2. Click Save.

Screenshot of automation section where you match data to your Google Sheet.

Tip:

The data you send to a spreadsheet is different depending on the app. For example, Wix Forms sends form submission data like Name and Email fields, and Wix Stores sends data like recent store orders.

FAQs

Here are some common questions about Google Sheets automations:

I've edited the columns in my Google Sheet - how do I rematch the data?

If you edit the row with the columns, you need to reconfigure your automation. In the Action section of your automation, you can rematch the data to its appropriate Google Sheet column.

  1. Go to Automations in your site's dashboard.

  2. Hover over the relevant automation and click the More Actions icon .

  3. Click Edit.

  4. Click the Action section to expand it.

  5. Click Match Data to Sheet.

  6. Select the data you want to match next to each Google sheet column.
    Screenshot of

  7. Click Save.

What happens if I edit my Google Sheets permissions?

When setting up your automation, you need to provide permissions for Wix to access your spreadsheet data. If you remove or edit the permissions, the automation is disconnected and data is no longer sent to your spreadsheet.

  1. Go to Automations in your site's dashboard.

  2. Hover over the relevant automation and click the More Actions icon .

  3. Click Edit.

  4. Click the Action section to expand it.

  5. Click Disconnect Account.

  6. Click Connect Google Account.
    Screenshot of Google permissions pop-up.

  7. Make sure both checkboxes are selected to allow Wix to:See and download all your Google Drive files.
    See, edit, create, and delete all your Google Sheets spreadsheets.

  8. Click Continue.

  9. Click Save.

Note: You can remove 3rd party app access to your Google account at any time.

Tip:

To quickly view the Google spreadsheet, click the More Actions icon  next to an existing automation in the Automations dashboard and click Open Google Sheet.

Screenshot of

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