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Guide to Connect Spreadsheets:
  1. Share the spreadsheet with Go Fig by providing Viewer access to connectors@gofig.ai
  2. Copy and paste the spreadsheet URL into Go Fig
  3. Select Sheet tabs to import, set Collection name and configure sync frequency

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Overview

Connect online spreadsheets to Go Fig for live-synced data without manual uploads. Supported Platforms:
  • Excel Live - Real-time sync from Microsoft OneDrive/SharePoint
  • Google Sheets - Real-time sync from Google Drive
Why Connect Online Spreadsheets?:
  • Live Sync: Changes in your spreadsheet automatically sync to Go Fig
  • No Manual Uploads: Skip CSV exports - connect once and forget
  • Version Control: Historical data preserved in source spreadsheet
  • Collaboration: Team members can update data in familiar spreadsheet tools

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Spreadsheet Platforms

1

Share sheet with Go Fig

Open your Google Sheet in the browser and click the Share button in the top-right corner. In the share dialog, add connectors@gofig.ai and set permission to Viewer (Go Fig only needs read access).[SCREENSHOT: Share dialog with “connectors@gofig.ai” added as Viewer]Hit Share to save, then copy the URL from your browser’s address bar. It should look like:
https://docs.google.com/spreadsheets/d/1a2b3c4d5e6f7g8h9i0j/edit
2

Add Google Sheets connector

In Go Fig, navigate to your Organization Data page and click + Add data.Select Google Sheets from the list of connectors.[SCREENSHOT: connector selector modal with Google Sheets option highlighted]
3

Paste Sheet URL into Go Fig

4

Select Sheet tabs to import

Customize how Go Fig imports your sheet:
  • Select Sheet Tab: If your workbook has multiple tabs, choose which one to import.
[SCREENSHOT: Sheet tab dropdown showing “Sheet1”, “Sales Data”, “Products”]
Multiple Tabs: When importing multiple tabs from the same sheet, the name of the table will combine both the Sheet name and tab name
5

Set collection name and configure sync frequency

6

Connect

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Best Practices

Use a Clean Data Format: Keep one header row, avoid merged cells, and use consistent column types. Think “database table” rather than “formatted report.”
Freeze Your Header Row: In Google Sheets, freeze the header row (View → Freeze → 1 row) so it always stays at the top.
Use Data Validation: Apply data validation (Data → Data validation) to enforce consistent data entry (e.g., dates, dropdowns).
Avoid Formulas in Data Rows: Use formulas in a separate tab, then reference results in your data table for faster sync.
1

Share Excel file with Go Fig

Open your Excel file in Excel Online (OneDrive or SharePoint) and click the Share button in the top-right corner. In the share dialog, add connectors@gofig.ai and set permission to Can view (Go Fig only needs read access).[SCREENSHOT: Share dialog with “connectors@gofig.ai” added with “Can view” permission]Hit Send to save, then click Copy link to get the sharing URL. It should look like:
https://1drv.ms/x/s!AaBbCcDdEeFfGg
Or for SharePoint:
https://yourcompany.sharepoint.com/:x:/s/site/file.xlsx
2

Add Excel Live connector

In Go Fig, navigate to your Organization Data page and click + Add data.Select Excel Live from the list of connectors.[SCREENSHOT: connector selector modal with Excel Live option highlighted]
3

Paste File URL into Go Fig

4

Select Sheet tabs to import

Customize how Go Fig imports your Excel file:
  • Select Sheet: If your workbook has multiple sheets, choose which one to import.
[SCREENSHOT: Sheet dropdown showing “Sheet1”, “Sales”, “Products”]
Multiple Sheets: When importing multiple sheets from the same workbook, the name of the table will combine both the File name and sheet name
5

Set collection name and configure sync frequency

6

Connect

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Best Practices

Use Tables: Format your data as an Excel Table (Insert → Table) for better structure and automatic range expansion.
Clean Header Row: Keep the first row as your header with clear column names. Avoid multi-row headers or merged cells.
Consistent Data Types: Keep each column’s data type consistent (all dates, all numbers, all text) for accurate schema detection.
Avoid Complex Formulas: Go Fig imports calculated values, not formulas. Use simple formulas for best sync performance.

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Managing Online Spreadsheet Connections

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Editing Sheet Tabs

To change which sheet or range Go Fig syncs:
1

Open Connector settings

Navigate to the collection in which your table is saved, preview the table, then click Connector Settings.[SCREENSHOT: connector detail page with “Settings” button]
2

Update range or sheet

Change the sheet tab selections.[SCREENSHOT: Settings page showing sheet dropdown and range input]
3

Save and resync

Click Save. Go Fig will immediately resync with the new configuration.[SCREENSHOT: “Resync Now” button after saving settings]

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General Best Practices

Use Clean Data Format: Keep one header row, avoid merged cells, and use consistent column types. Think “database table” rather than “formatted report.”
Test With Sample Data: Create a copy of your spreadsheet with sample data to test the connector before connecting production data.
Regular Schema Reviews: Before adding or removing columns, review which workflows and dashboards use that data to avoid breaking changes.