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  2. Connecting data

Managing your index with Google Sheets

Create your Names & Faces index by connecting a new or existing Google Sheets doc that will automatically publish updates

For a step by step demo to building your index, check out our video library here.

Connecting your Google Sheet

Start by adding your Google Sheet as a data source on the Data section of your Admin dashboard. Choose your doc and follow the prompts to complete the set up. 

Note: File uploads must follow this simple format in order to be processed.

Updating data

To update your index with new data, simply edit your Google Sheet as required and select the Refresh data icon on your Google Sheet data source.

  • To add new people: add a new row of data to your Google Sheet and refresh
  • To remove a person: delete the row of data and refresh. Check you haven't left any blank rows in amongst your other data
  • To add a new field or category: add a new column to your data and refresh

Scheduled updates and reminders

To offer ongoing value, it's important that your users know they can rely on the information in your index. We're working on setting up scheduled Google Sheet updates, as well as update reminders. In the meantime, please remember to keep your index up-to-date by regularly managing your Google Sheet.

Next step

Once you've connected your data, move onto designing your index layout.

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More questions? We’re here to help. Get in touch at hello@namesandfaces.com