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Integrating with Google Sheets
Updated over a week ago

Overview

Lifesight allows users to connect their workspace to Google Sheets for easy sharing and syncing of data. With this feature, users can quickly send spend and cost data to Lifesight without the need for manual data entry. Plus, you can also set up recurring syncing of data with a daily, weekly, or monthly frequency to automatically extract data. This sync ensures your data is always up-to-date and easily accessible.

Use Cases

The Google Sheets integration supports the following types of integration:

  1. Marketing Mix Modeling (MMM): Users can link a Google spreadsheet in a designated format and utilize the integrated data to construct an MMM model.
    The model creation process involves one-time schema mapping (on the model creation page), where users can define the relevant columns within the integrated spreadsheet, ensuring accurate data alignment and usage.

  2. Custom Spends: The integration enables manual input of spend data, specifically for the purpose of reflecting cost metrics in the Attribution section. This capability is vital for tracking and analyzing expenditures that fall outside standard categories.

  3. Cost of Goods Sold (COGS): Integration of COGS data is facilitated to input a detailed perspective on the direct costs associated with the production of goods. This data is critical for assessing product profitability and cost management.

For effective integration and analysis, it is imperative that each data type is meticulously handled during the integration phase, ensuring the utility of the data within the overall analytical framework.

Integrating Google Sheets on your workspace

  1. Navigate to the Integrations tab in the left-hand menu bar.

  2. In the search field, type in "Google Sheets" to locate the integration, and click on the Google Sheets tile. You will be redirected to the Google Sheets integration page.

  3. Select the data type you want to integrate from the drop-down. You can choose between COGS, Custom Costs and MMM. This will help us determine if it is MMM, Product COGS or Spends data.

  4. Specify the desired data granularity level present in the sheet: Daily, Weekly, or Monthly.

  5. Select the data refresh frequency. Select Daily, Weekly or Monthly refresh and specify the time at which the refresh should take place

  6. Click on ‘Authenticate’ to begin the integration.

  7. You will be redirected to log into your Google account and allow access to certain scopes.

  8. After authentication, configure the spreadsheet and worksheet from which you want to sync data. Click on 'Finish Installation’.

  9. Once you have completed the installation process, the tile name will change to the type data, and the integration status will change to ‘active’ on the Integration page.

  10. To integrate additional data types, go to the Google Sheets integration page and choose the data type you wish to sync. Remember, reconnecting your Google account is not required for this step.

Google Sheets Insights

After successfully integrating Google Sheets, head over to the specific Google Sheets tile in the Integrations tab to view insights.

  1. Ensure the data types for each column are as expected and all records are correctly ingested.

  2. If you've made updates to your Google Sheets or just want the latest data, click the "Refresh" option.

  3. Use the "Settings" button to modify the data granularity (daily, weekly, etc.) and set how often the data should refresh automatically.

In case you have any further queries, feel free to write to us at [email protected] and we’ll respond at the earliest.

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