Disclaimer: ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features mentioned in this article are unavailable to you, please speak to your Dashboard Admin(s) about updating your permissions.
In this article:
- Can I export my fundraising data directly to Google Sheets?
- How do I set up the Google Sheets integration?
- How do I disconnect an existing Google Sheets integration?
- How do I export data to Google Drive?
- How do I schedule reports to Google Drive?
- Other FAQs
Can I export my fundraising data directly to Google Sheets?
Yes! When downloading reports of fundraising data on ActBlue, you will now have the option to either download a CSV spreadsheet or directly upload your data to Google Sheets.
How do I set up the Google Sheets integration?
To get started, open up your campaign or organization's Dashboard and navigate to the Integrations tab under the Tools heading:
From the Integrations page, locate the Google Sheets section and click Manage:
Then, click Connect:
Next, select the Google account you want to link to. Please note that anyone with access to that Google account will also have access to the reports you export to your Google Drive.
Once you select a Google account, you will be asked whether or not you want to grant ActBlue limited access to your Google account. To confirm, ActBlue will be able to see, edit, create, and delete only the specific Google Drive files you export from ActBlue. ActBlue will not share these files with any other user, and we will not access any other data from your Google account.
Click Allow to continue:
Once you've signed in and granted ActBlue permission to make these changes, you’ll be redirected to the Google Sheets page on ActBlue and will receive a message confirming your integration was successful:
How do I disconnect an existing Google Sheets integration?
To disconnect from Google Sheets, simply navigate to the Integrations page of your Dashboard, select Google Sheets from the options provided, and click the red Disconnect button:
Please note that disconnecting your integration will not delete any reports you've already exported to Google Sheets.
How do I export data to Google Drive?
Once you've set up your Google Sheets integration, you should be able to export any data from the Downloads or Report Builder pages as Google Sheets directly into your Google Drive.
On either of these pages, simply just click Export and then Google Sheets to begin the download:
Your report should appear under the Recent Reports section on either page.
Once report generation is complete (this could take up to a few minutes, depending on the size), click View in Google Sheets.
This will redirect you to your new Google Sheet, which is saved in your Google Drive. You can edit your data, change the title, and share it with others directly in Google Sheets but please note that these changes will not be reflected in ActBlue's data.
How do I schedule reports to Google Drive?
With the Scheduled Reports option, you can automatically send customized reports to your Google Drive at a cadence of your choosing.
To get started, open up your Dashboard and navigate to the Report Builder tab under the Tools heading:
Next, select the Scheduled Reports tab at the top of the page and then click the blue Schedule Report button:
If your ActBlue account is already connected to a Google account, you will see that indicated at the top of the page:
If you are not already connected to Google, click the link to connect your Google Drive account.
Select the Gmail account that you use to sign in to ActBlue and grant ActBlue permission to access your Google account.
Once you’re connected, you will land back on the Scheduled Reports tab.
Next, select the Saved Report Template you want to use from the dropdown.
Finally, choose what frequency you'd like for your reports. Reports are sent in the morning and can arrive in your Google Drive as early as the following day. Please note that you can customize the specific date for weekly and monthly reports once you select a frequency.
- Daily - your first scheduled report be delivered the following day
- Weekly - your first scheduled report will be delivered on the day you select from the list, as early as the next day
- Monthly - your first scheduled report will be delivered on the date you select from the calendar dropdown, as early as the next day
- Quarterly - your first scheduled report will be delivered on the first day of the next quarter. Subsequent reports will be delivered on the first day of each quarter (April 1, July 1, October 1, and January 1)
After you select frequency (and delivery date if applicable), a note will appear alerting you when your first report will land in Google Drive. Click the Schedule button to confirm your selections.
When your first report lands in Google Drive, you can find it in your main Drive folder as a Google Sheet. The report will automatically be titled in the following format: TemplateName_Frequency_Date.
Other Frequently Asked Questions
What data is ActBlue getting when I set up an integration?
ActBlue will see, edit, create, and delete only the specific Google Drive files you export from ActBlue. ActBlue will not share these files with any other user, and we will not access any other data from your Google account.
Who will be able to see my ActBlue data in Google Sheets?
When you set up a Google Sheets integration, you’ll need to sign into a Google account. Anyone who has access to that Google account can access ActBlue reports in your Google Drive.
When I download my data as a Google Sheet, it's going to the wrong Google account. How do I fix this?
If you accidentally connect to the wrong Google account or you need to change the Google account your integration connects to, you will need to disconnect the integration and connect again. Please note that you won’t lose the reports you’ve already exported into Google Drive.
When I edit a Google Sheet I exported from ActBlue, will that also change the data as it appears on my ActBlue Dashboard?
No. Once you export your data to Google Sheets, any edits you make there won’t impact your data on ActBlue.
How do I share my ActBlue data once I export it to Google Sheets?
Once your data is in a Google Sheet, manage the share settings within Google Sheets or Google Drive.
If I manage multiple ActBlue accounts, do I have to link to Google Sheets separately for each one?
Yes. You must link to Google Sheets on a per Dashboard, per account basis, meaning you need to link to your Google account once per Dashboard.
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
Google Sheets is a trademark of Google LLC.
Comments
0 comments
Article is closed for comments.