EngageBay

Query from EngageBay into Google Sheets or Post data from Google Sheets into EngageBay using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite 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,Zendesk etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is EngageBay?

EngageBay is a simple, affordable, all-in-one marketing, sales & helpdesk platform with free CRM built for entrepreneurs and small businesses. EngageBay helps small businesses market like Fortune 500.

Use Case(s)

> Pull all data from EngageBay objects and store it into a spreadsheet.

> Push all data from spreadsheet to EngageBay.

EngageBay

Sheet Director

Google Sheets

Setting up EngageBay in Sheet Director

Choose App and Service:

  • Select EngageBay from the list of applications.
  • Select service query/post
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

EngageBay Configuration

  • Provide you API Key
  • Click on connect to EngageBay to connect to EngageBay so that you can pull/push data.

To get API Key

  • Click on profile from top right corner ,the bar will appear
  • On the bar click on Account Settings
  • On side bar click on Api & Tracking code
  • You can find your Rest API key by scrolling down the page as shown as below image
  • (Copy the REST API Key)
  • You can copy and paste it in sheet director

EngageBay to Google Sheet - Query

Setup

  • If EngageBay is connected successfully the following screen appears.
  • Select the required entity
  • Select the maximum result that is required.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.
  • Click on execute to pull the data into sheet
  • Click save to save the service

Sample Output

Google Sheet to EngageBay - 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 value

(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 mapping
  • 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 on EngageBay

Sample Output

It will show the count of number of records posted successfully and failed to post.