Google Sheets

Use the Google Sheets source to sync spreadsheet rows into a Scout table. This works well for operational data, CRM exports and structured lists that change often.

Before You Start

• Create a Collection and destination table
• Ensure your sheet has a clear header row in row 1
• Add table columns for the fields you want to keep searchable or filterable

Connect the Google Sheets Integration

1. Open Integrations in Scout
2. Connect Google Sheets
3. Grant access to the Google account and spreadsheets you want to sync

Note: Availability can vary by workspace while this integration rolls out.

Create a Google Sheets Source

1. Open your Collection table
2. Click Sources -> Add Source
3. Select Google Sheets
4. Select the spreadsheet and worksheet/tab
5. Map sheet columns to table columns
6. Optionally set sync frequency
7. Click Create

Recommended Field Mapping

Map by header name to keep the sync predictable:

• Title -> title
• URL -> url
• Description -> content
• Updated At -> updated_at

If your sheet has many columns, start with a small subset and expand after validating data quality.

Run and Validate

After setup:

1. Run the source manually once
2. Verify rows were created in the table
3. Spot-check values for type and formatting
4. Run a query to confirm retrieval quality

Common Issues

Wrong or Missing Values

• Confirm header row exists and names are stable
• Recheck column mapping in the source config
• Ensure target column types match data shape

Duplicate or Stale Data

• Review the sync strategy for updates vs full replacement
• Keep a stable identifier column when possible
• Re-run manually after major schema changes in the sheet

Permission Errors

• Reconnect the integration with the correct Google account
• Verify the connected account can access the spreadsheet

Best Practices

• Keep header names consistent to avoid mapping drift
• Use explicit table schemas instead of free-form ingestion
• Use scheduled sync only for sheets that change frequently
• Add metadata columns (team, status, region) to improve filtering

Next Steps

• Sources: Compare all source types and sync options
• Querying Data: Search synced sheet data with semantic and hybrid search
• Creating Collections: Design schemas for reliable sheet ingestion

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