Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

As a Google Sheets user, you've probably already used the option to download the entire spreadsheet into an Excel file or a specific sheet/tab as a CSV/TSV file (under File > Download).

Info

To use a Google Sheet as a data source in HootVid, we require a direct download link of a CSV file. There are currently two methods for doing so

...

:

  1. Publish to web (recommended)

  2. Edit URL manually

Option 1) Publish to Web

To make a spreadsheet available for a large audience to see, publish the file . For the purposes of needs to be published. The same logic follows for HootVid, as we will need access to the sheet in order to configure the URL. After you publish your file

After the sheet is published, you can add your new URL as a data source in the HootVid platform.

Note

Based on your account’s settings, when you publish a file, you can make it visible to everyone on the web, everyone in your organization, or a group of people in your organization. Be careful when publishing private or sensitive info.

For more information, please refer to Google’s Help Documentation:

https://support.google.com/docs/answer/183965?hl=en&ref_topic=2818998&sjid=13834523542021907431-NA

  1. In Google Sheets, open your file.

  2. At the top of the sheet, click File > click File > Share > Publish to webWeb.

...

  1. Choose a publishing option. The default is set to “Web page.” Change this to “Comma-separated values (.csv).”

...

  1. Copy the URL and add as a data source in HootVid.

Option 2) Edit URL Manually

Doing so is fairly straightforward, you need to remove A very straightforward option, simply rremove the section of the URL starting from /edit and replace it with /export with some additional text.

...

Info

Notice that the difference is we included &gid=1330027783 to the URL.  This is basically the "Sheet ID" and as you switch sheets/tabs in Google Sheets, you'll notice this value changes and you can basically just copy that ID and append it . This value can be copied and appended to the URL if you want that specific sheet exported.

...

.

...

Adding a Google Sheet in HootVid

  1. Navigate to the Data Sources menu.

  2. On the right-hand side, you will see an option to “Create New”.

...

Data Builder

This sub-menu will guide you with building the new data source. You can contact support in this menu for additional guidance as well. Here, we will select our data source, attach data, and add filters.

Info

Similar to using a Hoot Feed as your data source, we will also select “External” for Google Sheets.

...

Google Sheet Formatting

The formatting of your Google Sheet will entirely depend on the dynamic inventory that you’d like to display in your data source. For example, different verticals will necessitate require different fields, or you . You may also want to display more /or less fields depending on the nature of your dynamic inventory. However, there are some basic components and best practices to follow for a basic data source.

Info

If you need assistance formatting your Google Sheet, please reach out to your Account Manager.

Let’s use this real estate data as an example:

...

As you can see, there Example: A Real Estate vertical and data

...

There are 6 inventory records listed in this sheet (rows 2-7). Each of which, has it’s own set of fields designated by the columns of the sheet (columns A-E).

Again, the number of rows and columns will always vary, as the client could also want to display things like the city, state, neighborhood, etc. in their ad, and these would require their own respective columns/fields. Additionally, they could also want to have more than six records for their data source. However, we recommend to have at least three

Info

For most standard applications, each data source will need the following columns/fields

...

:

...

  1. Title

...

  1. Price/Offer

  2. Image