Pull data from sheets with Data SourcesRequires a Business subscription plan
With Data Sources, you can pull information into multiple Child sheets from one Master sheet of products, SKUs or items.
On scan, the app will search the data source for a match and if a match is found, it pulls the data down to the device and saves the new entries to the child sheet.
Let's go through how to set one up.
1. Go to Integration settings
Start by opening the Integration settings on the sheet you want to add the data source to.
2. Select Data Source
Then click the drop-down icon and you'll see a list of all the sheets available to you. Pick the one you want to use.
3. Match the column names
Lastly, make sure that column names in your data source are identical to the column names that you want to pull data into.
In the image above, the VIN and Make columns match, but the Model and Model Year doesn't exist in the child sheet. As a result, only the the data from the Make column will populate on the device when a matching VIN barcode is scanned, and the remaining fields will appear empty.
4. Save the changes
Finally, save the changes and it's all set up.
Questions about the Data Sources?
We're always happy to help, chat with us live or drop us an email.