Wave
Google Sheets + Wave Integration
Query from Wave into Google Sheets & Post data from Google Sheets into Wave.
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is Wave?
Wave is an online accounting platform exclusively designed for small business owners, freelancers, and consultants. Wave's software provides features including accounting, invoicing, billing, payment tracking, payroll management, finance management, credit card processing, and receipt scanning.Â
Wave to Google Sheets: Use Case(s)
> Pull data from Wave objects and store it into a Spreadsheet - Query
> Post data from Google Sheets into Wave - Post
WaveÂ
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets & Wave?
Table Of Contents
Setting up Wave into Sheet Director
Choose App and Service:Â
Select Wave from the list of applications.Â
Select service.
Wave ConfigurationÂ
Click on connect to wave to connect to wave so that you can pull data.Â
Wave to Google Sheet - Query
If wave is connected successfully the following screen appears.Â
Select the required fields.Â
Select the maximum result that is required.Â
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service
Sample Output
Google Sheets to Wave - Post
Entity
Select the entity object that you need to post to.
Select Apply Template or Setup Mapping.
Select Apply Template to add a default template.
Select Setup Manually to select manually.
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell valueÂ
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)
Mapping
After selecting the entity it will ask for intelligent mappingÂ
If you need to do intelligent mapping click on yes.
Intelligent mapping will map the matching fields automatically.
You can do manual mapping by selecting Column drop down.
You can delete the field by click on delete icon on top of each filed map.
You can't delete mandatory* fields.
Click on execute will ask for confirmation.
Click save to save the service.
It will show number of records ready to post.
Click post now to post the records to QuickBooks.
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Wave - Sync
Select service as Synchronize Wave.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Wave.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Wave.
Wave Wins
Google Sheet Wins
Wave Wins: Latest data from Wave will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Wave.
Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.
Wave Wins
Select Wave.
The latest updated data from Wave will be updated in Google Sheets.
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Wave will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Wave.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Wave will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
