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Destination Setup: Google Sheets

Updated over a week ago

This guide walks you through connecting your Sona Audiences to Google Sheets for automated syncs. By completing this setup, your sheets will update in real time with Sona insights, enabling live dashboards, custom reporting, and effortless data exports.

Prerequisites

  • A Google Sheets account must be connected to Sona

  • Access to Sona Audiences data

Step-by-Step Instructions

Step 1: Connect Google Sheets to Sona

  1. Go to Connectors in the Sona sidebar

  2. Locate or add the Google Sheets Connector

  3. Authenticate and ensure the status reads Active

Step 2: Create a New Destination

  1. Navigate to the Destinations section

  2. Click + Add Destination

  3. Select Google Sheets from the list

Step 3: Google Sheets–Specific Configuration

  • Spreadsheet ID: Enter the ID from your target Google Sheet’s URL

  • Sheet Name: Specify the exact sheet name (e.g., CustomerData)

  • Data Range: Set the starting and ending range (e.g., A3 to AO)

  • Sync Time Options:

    • Check Incremental Sync to only send new rows

    • Use Filters to limit the data sent (optional)

    • Select a preferred sync time if needed

  • Enable real-time processing for this destination (located under Sync Settings): Check this box if you want immediate data updates

    • When enabled, real-time processing will override the scheduled sync frequency

    • Ideal for time-sensitive workflows and immediate lead follow-up

For general destination configuration steps—such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving—follow the instructions in the Destination Setup guide.

Google Sheets Notes

  • The Spreadsheet ID is the string between /d/ and /edit in your Sheet URL

  • Ensure the Google Sheet has proper headers starting in the row you're syncing to

  • The sync will overwrite cells within the defined range unless using Incremental Sync

Best Practices (optional)

  • Use clear destination names like "Monthly Metrics – Google Sheets"

  • Use a dedicated worksheet for each audience to keep your Sheets clean and organized

  • Enable Incremental Sync when you want to append new rows rather than replace old data

  • If syncing frequently, choose a wide range (e.g., A3:AZ1000) to avoid data clipping

  • Confirm field mappings align with your sheet’s structure to prevent data misalignment

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