EngageBay

EngageBay to Google Sheets: 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 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, Zendesk, etc.


It is available in the Google Workspace Marketplace. Please check the 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.

EngageBay to Google Sheets: 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


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.


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 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.