1) - Set up your Google sheet

Complete your Google sheet with all your data, we recommend having a designated row for column headers, which will differentiate the columns of data. These will be used when you select which data you want to show.

If your Google sheet is saved as an Excel file, it will have '.XLSX' after the file name and it needs to be saved as a Google sheet.

To save as a Google sheet, select File > Save as Google Sheets

2) - Edit Sharing settings

Either click 'Share' in the top right corner or select File > Share

Select 'Get link' and then change setting to 'Anyone with the link' and click Done

3) - Add dynamic data source

Select 'Dynamic Data' from the left hand sidebar. If you don't see this option, please contact us and we can add the plugin to your account.

You will now see your sources page, this will display all of the dynamic data files uploaded to your account. From here you can upload, view, update or delete any source. Click 'Add new data source' at the top right of your account.

  • Source name - Give your source a name, for your reference

  • Source type - Select 'Google Sheet'

  • Auto publish - Do you want the data to be published to your device automatically?

  • Seamless updating - Will update and publish to your devices seamlessly

  • Update frequency - How often you want embed to look to the sheet for updates

  • Spreadsheet ID - Enter the ID of the Google Sheet (example below)

4) - Configure your data

Once you have filled out the relevant information, click 'Add Source'. You will then see an overview of your file with all your data. As you can see, your headers from your spreadsheet are also your 'headers' for your source.


There are a few options that you need to configure:

  • 'Use a header row' - Set this option to the row containing your column headers.

  • 'Use as item title' - Used for configuration settings and helps identify a row.

  • 'Use as item ID' - Only relevant if you are using device specific items or adding custom columns. This uses the chosen column to match the row of data with the existing row, device and custom columns.

Click here to find out more about device specific data & custom columns.

Once you have configured your sheets, click 'Add Source' to import your data. You will be taken to your 'Sources' page. Here you will see the source you have just imported, where you can view(eye icon) or delete(trash can icon) this source.

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