You can connect Google Drive as a Data Source. Select Google Drive from the Connect data dropdown. You will need a Google Account and credentials for Openprise.
When creating a new data source, select Google Drive from the Connect data picklist.
- Select from an existing account if you've already linked your Google Account to Openprise
- Select the Add Credential button to link your Google Account to Openprise
If you've selected Add Credential, you will sign in to your Google Account. Begin by choosing the correct account.
Then, select the Continue button on the next screen.
Lastly, allow Openprise access to the account.
Directory or entity: Select the folder in your Google Drive containing the csv you want to import as a new data source (type in the name of the folder to easily locate). We recommend storing csv files in folders and organizing folders based on projects you're working on in Openprise.
File format and Record Type: Select the file that you'd like to import located inside of the folder you selected in the directory or entity section above and then select the Record Type. *Record Type will only show for a Data Cleaning project.
Data Cleaning project below:
Integration project below:
For an Integration project you will also set up the configuration of attribute types.
Configure attributes types: Select the attribute type for each attribute that was imported from your sheet. Options are: Date & Time, IP Address, Whole Number, Real Number, Text single-value, Text multi-value, and Yes/No.