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Google Sheets

Import rows from a Google Sheets spreadsheet into Coyote on a schedule or on demand. Use this for producer statements, ticket lists, partner/product master data, or any tabular source that lives in Sheets.

Google Sheets is part of Google Integrations on the Integrations page (sidebar → Integrations).

What it does

Coyote reads a configured spreadsheet tab and creates or updates records based on target entity and field mappings:

Target entityTypical use
TransactionTruck loads / tickets as live transactions
External TicketStaging tickets for reconciliation
PartnerShipper or carrier master data
ProductProduct catalog rows

The integration supports:

  • Scheduled polling (cron) — automatic imports on a interval you choose
  • Manual import — run from the integration card
  • Test connection — preview rows before enabling

Before you start

  • A Google Sheet with a header row and data rows
  • Column headers that can be mapped to Coyote fields (via built-in or custom templates)
  • For private sheets: permission to sign in with Google and access the spreadsheet
  • For public sheets: the sheet must be published or shared so Coyote can read it without OAuth

Your organization must have Google OAuth configured by an administrator. If the app shows “Google OAuth is not configured,” contact your admin before using private mode.

Step 1 — Open Integrations

  1. Go to Integrations in the sidebar.
  2. Open the Browse tab.
  3. Under Google Integrations, find Google Sheets.
  4. Click Install (you can install multiple Google Sheets integrations for different spreadsheets).

Google Integrations section on the Browse tab

Google Sheets integration card — click Install

Step 2 — Configuration tab

The Configure Google Sheets dialog opens with Configuration and Test Connection tabs.

Basic settings

FieldDescription
NameLabel for this integration (for example Producer Statement Import)
Access modePublic — spreadsheet ID / URL only. Private — requires Google OAuth sign-in
Spreadsheet ID or URLPaste the full Google Sheets URL or just the spreadsheet ID. Tab gid is extracted automatically from the URL when present
Sheet nameRequired for private mode (for example Sheet1)
Header rowRow number containing column titles (default: 1)
Data start rowFirst data row after headers (default: 2)
Target entityTransaction, External Ticket, Partner, or Product
ScheduleCron expression for automatic imports (for example hourly)
EnabledTurn scheduled imports on or off

Private mode (OAuth)

Use Private (OAuth) when the sheet is in your Google Drive and not published publicly.

  1. In Configuration tab, fill the data as per above guidelines.

Configuration tab — private mode with Google Connection Configuration tab — private mode with Google Connection

  1. Choose you account for Google Connection and click continue

Configuration tab — private mode with Google Connection Configuration tab — private mode with Google Connection Configuration tab — private mode with Google Connection

  1. Integration added successfully.

Configuration tab — private mode with Google Connection

  1. Click on setting Icon and check connection status and update fields if needed.

Configuration tab — private mode with Google Connection

For private integrations:

  1. Fill in name, spreadsheet URL, and sheet name.
  2. Click Create & Connect.
  3. Complete Connect Google when prompted.
  4. Confirm Connected status on the configuration form before testing.

Public mode

Use Public (no auth) when the sheet is published to the web or otherwise readable without signing in.

Configuration tab — public mode with tab (gid) field

ModeWhen to use
PublicSheet is published to the web or accessible without login. No Google account connection in Coyote
PrivateSheet is in your Google Drive. After saving, Coyote redirects you to Connect Google to authorize read access

Step 3 — Test tab

  1. Open the Test Connection tab in the configure dialog.
  2. Click Test Connection.
  3. Review the preview — sample rows and column detection, or an error message if the sheet cannot be read.

Test Connection tab

Error message seen if any error.

Test Connection result — fix access or sheet settings if the test fails

Success message after successful test connection.

Test Connection result — fix access or sheet settings if the test pass

Resolve all test errors before enabling the schedule. Common failures include a sheet that is not public (when using public mode) or an incorrect sheet name (private mode).

Step 4 — Save and enable

  1. Return to the Configuration tab.
  2. Click Create (public) or Create & Connect (private).
  3. Set Enable Integration if you want scheduled imports.
  4. After saving, the integration appears on the Installed tab.

Test Connection result — fix access or sheet settings if the test pass

From the Installed tab you can Configure, Run Now, Pause, or Enable each Google Sheets instance.

Step 5 — Review run history

For an existing integration, open Configure from the card menu and select the Event History tab to see:

  • Success and failure counts
  • Last run time
  • Error messages for failed rows

Imported transactions appear under Transactions. External tickets appear under External Transactions.

Multiple spreadsheets

You can install more than one Google Sheets integration — for example one sheet per producer or one for partners and one for tickets. Each install has its own spreadsheet ID, target entity, and schedule.

Tips

  • Paste the full Sheets URL from the browser — Coyote extracts spreadsheetId and gid (tab id) automatically.
  • Keep header names stable; changing column titles may break field mappings.
  • Use Test Connection after any spreadsheet structural change.
  • For large sheets, start with a small test tab before pointing at production data.

Troubleshooting

IssueFix
Test returns no rowsCheck header row, data start row, sheet name (private), and gid/tab
Spreadsheet not publicly accessiblePublish the sheet or switch to Private (OAuth) mode
OAuth not configuredAdmin must set up Google OAuth for the environment
Permission denied (private)Reconnect Google; ensure the signed-in account can open the sheet
Wrong entity createdVerify Target entity and field mapping template
Duplicate recordsReview unique key / mapping rules for your template