![]() It might be empty, but name the file how you want all future exported CSV files to be named. Once it is complete, go to Google Drive and create a sample spreadsheet. We recommend creating an account dedicated solely to this report, instead of having it attached to a personal email account. If they aren't formatted as shown in this help article, the automation will not work.įollowing are the three parts of this process: Part 1: Setting up CSV Exportsīefore you do anything else, you need to create a Gmail account. The CSV sheet needs to be formatted such that will work for Grow. ![]() The data source you are using needs to export automatic emails with attached CSV sheets containing the data.In order to do this, you will need to make sure the following requirements are met: You can automate this process using Zapier via either Google Sheets or Dropbox. Automating CSV exports is an easy way to get them into the application. ![]()
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