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Welcome to the Superjoin Glossary! This comprehensive guide helps you understand key terms and concepts used throughout Superjoin. Whether you’re new to the platform or need a quick reference, you’ll find clear, contextual definitions for every important term.

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🔗 Core Concepts

Connections / Sources / Integrations / Data Connectors

These terms are used interchangeably throughout Superjoin documentation.
These refer to the established links between your Google Sheets or Microsoft Excel and your data sources. This includes:

SaaS Platforms

HubSpot, Salesforce, Stripe, Chargebee, Intercom, and more

Databases

PostgreSQL, MySQL, MongoDB, Snowflake, BigQuery, Redshift

Marketing Tools

Google Ads, Facebook Ads, LinkedIn Ads, Mailchimp

Custom APIs

Connect to any REST API with our Custom API connector
What they do: Connections enable the seamless flow of data directly into your spreadsheets, allowing you to access and analyze up-to-date information without leaving your spreadsheet environment. The Data Connectors feature works alongside the AI Assistant as one of Superjoin’s two core feature sets.

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📊 Data Operations

The process of pulling data from external sources (SaaS platforms, databases, APIs) into Google Sheets or Microsoft Excel.What you can import:
  • Sales figures and revenue data
  • Customer information and contact lists
  • Financial metrics and transactions
  • Marketing campaign performance
  • Support tickets and conversations
  • And much more from 40+ integrations
Imported data can be automatically refreshed on a schedule to keep your spreadsheets up-to-date without manual work.
The process of pushing data from your Google Sheets back to external platforms like HubSpot, Salesforce, or other integrated services.What you can do with exports:
  • Create new records in your CRM
  • Update existing customer data
  • Delete outdated information
  • Associate related records
  • Synchronize data between systems
Available only on Google Sheets

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📌 General Definition

In Superjoin, a query refers to any configuration between a connector (data source) and your spreadsheet. This includes:
  • Import Queries → Configurations that define what data to pull from a source into your sheets
  • Export Queries → Configurations that define how data from your sheets should be pushed to a destination
Every import or export you create in Superjoin is essentially a saved query that can be refreshed, scheduled, or shared with teammates.

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🗄️ Database-Specific Context

When working with database sources (PostgreSQL, MySQL, Snowflake, etc.), queries also refer to SQL queries that retrieve and manipulate data. These can be created using three methods:
1

Custom Query

Write SQL directly for complete control
2

Visual SQL Builder

Use a visual interface to build queries without writing code
3

AI-Generated Query

Describe what you want in natural language and let AI generate the SQL
Database queries can be saved, shared with teammates, and used to create scheduled imports or flashbacks.
The action of updating imported data to pull the latest information from your connected source.Refresh methods:
MethodDescriptionUse Case
ManualClick a refresh buttonWhen you need data on-demand
ScheduledSet up automatic refresh intervalsFor regular reporting and dashboards
ProgrammaticUse API or custom buttonsFor advanced automation workflows

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🚀 Export Actions

Export actions define how data flows from your spreadsheet to external platforms. Choose the action that matches your use case.
Creates new records in your destination platform (e.g., HubSpot, Salesforce) from data in your spreadsheet.
  • ✅ Adds new records
  • ❌ Will not modify existing records
Example: Adding new contacts to HubSpot from a list in Google Sheets
Modifies existing records in your destination platform based on data in your spreadsheet.
  • ✅ Updates existing records using unique identifiers
  • ❌ Will not create new records
Example: Updating deal amounts or contact information for existing HubSpot records
A powerful combined operation that both inserts new records and updates existing ones in a single action.
Upsert uses a custom unique identifier field to determine whether to create a new record or update an existing one. Perfect when you have a mix of new and existing data!
Example: Syncing a contact list where some contacts exist in HubSpot and others are brand new
Removes records from your destination platform based on data in your spreadsheet.
Delete operations permanently remove records from the connected system. Use with caution!
Example: Removing outdated contacts or closed deals from your CRM
Creates relationships between different objects in platforms like HubSpot.Common associations:
  • Link a Contact to a Company
  • Connect a Deal to a Contact
  • Associate Tickets with Companies
  • Link multiple objects together
Associations allow you to establish connections between related records without duplicating data.
Removes existing relationships between objects in platforms like HubSpot.
This breaks the connection between related records without deleting the records themselves.
Example: Unlinking a contact from a company when they change organizations

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⚡ Automation Features

Also called Scheduled Imports, these terms are used interchangeably.
Automates the process of keeping your data up-to-date by refreshing imports on a regular basis without manual intervention. This ensures your spreadsheets always contain current information from your connected sources.Schedule options:

Hourly

Every 6, 8, or 12 hours

Daily

At a specific time each day

Weekly

On a specific day and time each week

Monthly

On a specific date and time each month
A specialized scheduling feature that creates new static sheets on a weekly or monthly basis.
Key difference: Unlike scheduled refreshes that update existing sheets, flashbacks create snapshots of your data at regular intervals, preserving historical versions.
Use case: Perfect for comparing data across different time periods, tracking changes over time, or maintaining historical records.
Automation sequences that execute specified actions based on triggers.
Available only on Google Sheets

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Trigger Types

At Scheduled Time

Run at hourly, daily, weekly, or monthly intervals

Import Refresh

Run when data in a selected sheet refreshes

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Available Actions

Send Screenshot

Email or send via Slack a screenshot of a specified sheet range

Refresh Import

Automatically refresh data in a specified sheet
Workflows help automate repetitive tasks like sending weekly reports or keeping multiple data sources synchronized.
Automatically populates formulas in columns immediately adjacent to imported data whenever the data refreshes.Benefits:
  • 🚫 No more manually copying formulas after each refresh
  • ⏱️ Saves time on repetitive tasks
  • ✅ Reduces errors from forgotten formula updates
  • 🔄 Works seamlessly with scheduled refreshes
Available only on Google Sheets

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📋 Data Structure

Individual records or entries in your spreadsheet.In Superjoin context:
  • Each row typically represents a single record from your data source
  • Examples: one contact, one deal, one transaction
  • When exporting, you can choose to export specific rows or entire sheets
Vertical divisions in your spreadsheet that represent different attributes or fields of data.In Superjoin context:
  • Columns correspond to the fields/properties you select from your data source
  • You can add, remove, or modify columns during the import preview process
  • Column order can be customized to match your needs
These terms are used interchangeably. “Properties” is more common in CRM platforms like HubSpot and Salesforce, while “Fields” is more universal.
The individual data attributes available from your connected data sources.Examples:
  • Email address
  • Company name
  • Deal amount
  • Created date
  • Phone number
  • Status
These represent specific pieces of information that you can choose to include as columns in your import or map during an export.
The main data entities in platforms like HubSpot, Salesforce, and other CRMs.

CRM Objects

Contacts, Companies, Deals, Leads, Tickets

Commerce Objects

Products, Quotes, Line Items, Orders, Invoices

Engagement Objects

Calls, Emails, Meetings, Notes, Tasks
When importing or exporting, you select which object(s) you want to work with.
Custom columns created by applying formulas to existing data within Superjoin.What you can do:
  • ✨ Perform calculations without altering the original dataset
  • 📊 Create custom metrics tailored to your needs
  • 🔢 Combine multiple fields using mathematical, string, date, or logical functions
Currently supported for Chargebee and HubSpot integrations
Available only on Google Sheets
Example: Calculate “Days Since Last Purchase” or “Full Name” from first and last name fields

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🔍 Data Filtering & Selection

Criteria applied during the import process to refine and limit the data pulled from your source.Examples:
  • Only contacts created in the last 30 days
  • Deals with amount greater than $10,000
  • Customers from specific countries
  • Records modified since last import
The data preview shows only the first 100 rows, so filtered results may not be visible in preview even if they exist. Always click “Import” to get your complete filtered dataset.
Relational connections between different objects in platforms like HubSpot.How they work: Associations allow you to join data from multiple objects together, enabling more comprehensive reporting by combining related data in a single import.Example: Pull Contact data along with their associated Company information, Deal details, and recent Engagement history—all in one import.
A limited view (typically 100 rows) of your data shown before importing.Purpose:
  • Verify your field selections
  • Check filter results
  • Validate associations
  • Preview data structure
The preview is intentionally limited for performance reasons. Clicking “Import” pulls the complete dataset.
The process of matching columns from your spreadsheet to fields/properties in your destination platform during an export.Why it matters: Mapping ensures that data from the correct spreadsheet column goes to the correct field in the destination system.Example: Mapping a “Contact Email” column in Sheets → “Email” property in HubSpot

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👥 Collaboration & Sharing

A virtual grouping of users with the same email domain (e.g., @company.com).How it works:
  • Users in the same workspace can see each other’s queries on shared sheets
  • However, they cannot interact with them (refresh, edit, or export) unless the source connection is explicitly shared
👀 Visibility ≠ Access. Being in the same workspace only provides visibility, not permissions.
Access levels granted when sharing connections with teammates.
Permission LevelCreate/EditRefreshExportUse Case
Admin/Full✅✅✅Team leads, data owners
Read-Write/Limited❌✅✅Regular team members
Read-Only❌✅❌View-only stakeholders
Proper permission management ensures team members have appropriate access to shared data connections without over-permissioning.
The action of granting teammates access to your source connections or saved queries.Benefits:
  • 🤝 Team members can use your established connections
  • 🔧 No need for everyone to set up their own connections
  • 📊 Facilitates collaboration across teams
  • ✅ Maintains consistency in data sources

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🛠️ Additional Terms

Superjoin’s AI-powered copilot for Google Sheets that helps with:

Data Cleaning

Transform and clean messy data with natural language

Dashboards

Create visualizations and reports instantly

Formula Writing

Write and fix formulas using plain language

Analysis

Generate insights from your data
The AI Assistant works alongside Data Connectors as one of Superjoin’s core features.
A unique authentication token provided by Superjoin support that allows programmatic access to refresh data.What you can do with it:
  • Create custom refresh buttons in Google Sheets
  • Trigger refreshes via Apps Script
  • Automate data updates through API calls
  • Build custom workflows outside Superjoin’s UI
To obtain an API key, contact Superjoin support at support@superjoin.ai
Google’s JavaScript-based platform for extending Google Sheets functionality.Used in Superjoin for:
  • Creating custom refresh buttons that anyone can click
  • Building automation scripts
  • Triggering data refreshes programmatically
  • Extending Superjoin functionality with custom code

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📚 Need More Help?

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Core Concepts

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Still can’t find what you’re looking for?Contact our support team at support@superjoin.ai — we’re here to help! 💙