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 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.

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:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • 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.