How to Use Google Sheets as an Input Source

Want to make your automations easier and more dynamic? Integrating Google Sheets as your input source in TexAu is a great way to update data in real-time, collaborate seamlessly with your team, and avoid repeated file uploads.

This guide will walk you through how to set up a Google Sheet correctly, format it for TexAu, and connect it to your automation, step-by-step.

Why Use Google Sheets with TexAu?

• Your Data Stays Fresh: You don’t need to keep uploading files. Just update your Google Sheet, and TexAu uses the latest info every time.
• Everyone Can Help: Team members can add or change data at the same time, no waiting!
• Easy to Connect: TexAu and Google Sheets work together smoothly, so you can start automating in minutes.

How to Create a Google Sheet Template for TexAu Integration

Let’s get started with your very own Google Sheet!

• Access Google Sheets - Go to Google Sheets on your computer. If you’re not already logged in, sign in with your Google account.
• Creating a new Document - Click on the Blank Sheet icon to Create a New Document.
• Nominating a document title - At the top, click where it says “Untitled spreadsheet.” Type a name you’ll remember, like “TexAu Automation Data.”

How to Properly Structure Files in Your Google Sheets

Organizing data accurately in a sheet saves time and ensures that no automation problems occur.

• To guarantee simple mapping, ensure your title columns match TexAu automation variables (“Name,” “Email,” “Phone,” “LinkedIn URL.”)
• Your headers should not include spaces or any special characters ($ % & # @ ! etc.).
• Make sure to allocate the first row strictly for headers only.
• Refrain from merging cells, as TexAu will not process structured data.

Tip: Always set the first sheet of the file as the main source of the required data unless stated otherwise.

Special Data Types Formatting

URLs (LinkedIn, Websites):

• Ensure that all links are prefixed with https:// for proper functionality.
• Never leave spaces before or after the URLs.

Emails & Phone Numbers:

• Always use the following formatting: name@domain.com for emails: name@domain.com.
• Maintain the international format for phone numbers, for example, +1 123 456 7890.

Dates & Time:

• The universally accepted format YYYY-MM-DD 2025-03-28 should be used to avoid ambiguity.

Tip: Formulas in TexAu should have values instead before importing the data.

Giving TexAu Access to a Google Sheet

TexAu requires permission to view your Google Sheet. Here’s how to change the access settings:

• Navigate to the top right corner of the Google Sheet and click the Share button.
• In the window titled "Share with people and groups," click the "Copy link" button.
• Change the permission to “Anyone with the link” and set it to either Viewer or Editor.
• Now, you can paste the link of the Google Sheet in TexAu so it can be used as the input source.

Important: The Google Sheet has to be accessible publicly via the link for TexAu to extract information from the sheet.

Extracting Information from Google Sheets to TexAu

• When you open TexAu, choose the automation you would like to use.

• To use a Google Sheet as the input source, select it from the list of options.

• Put the URL of your Google Sheet in the designated box.
• Align columns with the automation variable equivalents.
• To extract and work on the information, click on Start Automation.

Pre-Importing Checklist

• The headings of the Google Sheet matches to TexAu variables.
• All data is in order (there are no empty rows, and the format for URLs & emails is correct)
• Setting permissions allows “Anyone with the link” to view the option.
• The Correct Sheet URL is copied and pasted into TexAu.

You Did It!

Now you know how to use Google Sheets as your data source for TexAu automation. You will save time, avoid mistakes, and make your work much smoother. If you ever get stuck, just come back to this guide, we are here to help!