Sharing data between sheets

Any Orca Scan sheet can be used as a Data Sources for another. On scan, the mobile barcode scanner app searches your data source(s) for a match. If a match is found, the data is pulled down to the device and presented to the user. On save, the data is then saved to the current sheet.

This allows you to do things such as create a master product lists that can be shared across organisations or locations. Let’s walk through setting one up:


1. Open Integration settings

Click on the 'Integrations' button at the top of the sheet
Click on the 'Integrations' button at the top of the sheet

Start by opening the Integration settings on the sheet you want to add the data source to.


2. Select Data Source

Selecting a master sheet as the data source
Selecting a master sheet as the data source

Then click the drop-down icon and you’ll see a list of all the sheets available to you. Pick the ones you want to query on scan.


3. Match the column names

Ensure that column names in both the data source and the child sheet are identical
Ensure that column names in both the data source and the child sheet are identical

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 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

Click save to confirm the changes.
Click save to confirm the changes.

Finally, save the changes and you’re done.


Questions about the Data Sources?

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