Polymer offers several direct connections to third party sources like Facebook Ads, Google Analytics, Shopify & many others! In order to add data from one of these sources, simply select that option from the connector list & authenticate with the appropriate credentials.
Some connectors will ask for a few additional steps like selecting a specific account, report, or date range. More data can always be added after the initial connection is made!
You can find some more detailed information about each connector in the source library below:
We have several connector options currently in the product, however, it may be that a connector you use is not available yet. While we work to expand our options, Google Sheets is a great way to set up an automated workflow between your data source & Polymer. Once data is automatically pushed to a Google Sheet, Polymer can automatically grab that data!
One important thing to keep in mind when pushing data to Google Sheets, is that Polymer will need to be able to point to the same file link after the data is updated. This means that when new data is pushed to a Sheets it should replace the content of a tab (or multiple tabs) but not that Sheet entirely.
Some of the most popular pathways to accomplish this are outlined below, but you can typically search “[data source name] to google sheets connection” & find all sorts of options!
Your source has an automation to Google Sheets
Several systems have direct connections to Google Sheets that you can set up with your account. This is a great, low effort way to set up an automation when it’s available! Some of our most popular connector requests offer this option:
Hubspot | BigQuery | Salesforce | ActiveCampaign | Mailchimp
Zapier connection to Google Sheets
If you aren’t familiar with Zapier, they’re an integration software that automates connections between numerous apps. Workflows can be set up to connect data from most sources into a Google Sheet. Updating up to 100 rows of data per month is free & from their pricing is heavily dependent on monthly rows updated - 10k is $139/mo for example. Some common connector requests with Zapier:
LinkedIn Ads | Pipedrive | ClickFunnels | Typeform | Search all options in Zapier
Export data from the source
This is the least automated approach but is likely a free option within your data source. If you’re updating your data daily this could get a bit tedious, but our users doing weekly or monthly updates often find this reasonable. This would simply require an export of the data & then importing it into Google Sheets by going to File > Import > Upload > Replace Current Sheet. Here are some common connectors & their associated export documentation:
To upload a CSV or XLSX file, simply select this pathway from the list of connections options. The file manager will open for you to select the desired dataset & begin the upload process.
If the browser doesn’t open immediately, you can check your browser’s permissions to ensure that your browser app has access to your files & folders.
As CSVs or XLS files may not be cleaned or normalized, we recommend checking out our help center content around data formatting if you’re having any issues importing your data: