EngageBay
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
Apply Template
- If you need a demo template sheet to be added click on Apply Template
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
- Select the Result column
- If result column is not there, simply click the +button to add the sesult header on your sheet
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
Sample Output
It will show the counts of number of records posted successfully and failed to post
