# AI Copilot Quickstart Source: https://docs.superjoin.ai/ai-copilot-quickstart Let's help you install and start using Superjoin's AI Copilot in under a minute! Here's the step-by-step guide to Install Superjoin's AI Copilot on Google Sheets. Open from Google Drive or type `sheets.new` in a new Google Chrome tab. Click on `Extensions` from the Google Sheets menu. Select `Add-ons` and choose `Get add-ons`. This action will redirect you to the Google Workspace Marketplace. In the Google Workspace Marketplace pop-up window, search for "Superjoin". Open the `AI Copilot – Use GPT / Gemini on Google Sheets` listing and click the blue `Install` button. Approve the permissions to finish. **Note:** For the best experience, install Superjoin where there's only a single account is logged in the Chrome profile. Once installed, navigate back to the `Extensions` menu tab in Google Sheets. Hover over `AI Copilot – Use GPT / Gemini on Google Sheets` and click `Launch Superjoin AI`. Superjoin now runs as a side panel on the right of your screen. Type a request to get started. In cases where only "Help" is visible after clicking on `Extensions`, refresh your Google Sheet and wait for some time. Sometimes it takes over a minute to load. If you are still facing the issue, email us at [support@superjoin.ai](mailto:support@superjoin.ai). If you're looking to import or export data, try out our [Data Connectors](quickstart) to sync live data between your Spreadsheets and 40+ sources. ## What you can do with AI Copilot Skip the manual work — just describe what you need in plain English and let the AI Copilot handle it right inside your Spreadsheets! Describe what you want in plain English and let Copilot write complex formulas for you. Fix date formats, standardize values, and tidy up messy data in seconds. Turn raw data into dashboards, charts, and trackers automatically. Ask questions about your data and get instant answers and insights. # What you can do with Superjoin Source: https://docs.superjoin.ai/common-usecases With Superjoin, you can transform your Spreadsheets into a powerful data-driven tool, giving you real-time insights and enabling efficient decision-making. ## Here are some key ways to leverage Superjoin: ### Pull HubSpot Data and ensure proper data hygeine in your CRM * Use Superjoin’s integration to regularly import HubSpot data and ensure all records are accurate, up to date, and cleansed of any inconsistencies. * Maintain a high level of data quality, ensuring that all stakeholders have access to reliable and actionable data. ### Discover the Best-Performing Campaigns * Combine data from **HubSpot** and **Salesforce** using VLOOKUP and other spreadsheet formulas to analyze which marketing campaigns are generating the most valuable opportunities. * Track the performance of these campaigns over time without having to manually rebuild reports. ### Track Performance and Compare Live Data Against Your Targets * Compare **Salesforce** data with your business targets to see how you're pacing. * Use spreadsheet formulas to track whether your **Sales Development Representatives (SDR)** are on track to hit opportunity goals. * Automate Slack notifications to alert SDR managers if their team is falling behind on goals, so action can be taken immediately. ### Capture Customer Health Scores and Trigger Alerts for At-Risk Customers * Import data from your CRM and databases, combining customer success interactions with overall trends. * Set up Superjoin notifications with spreadsheet formulas to automatically trigger alerts when a customer’s health score drops below a set threshold. * Use these insights to take proactive steps to retain customers and increase satisfaction. ### Build Real-Time Dashboards for Presentations * Easily create real-time charts, graphs, and pivot tables from **Salesforce** data and embed them directly into **Google Slides** or **PowerPoint**. * Keep your leadership, customers, and board members up to date with the most current data in one place, with dynamic, real-time updates. ### Create a 360-Degree Dashboard of Your Pipeline with Slack Alerts * Import data from various sources like Salesforce, HubSpot, and databases. * Use dynamic filters, VLOOKUPs, and notifications for key events such as **Closed-Won Opportunities** or deals over **50K**. * Build live dashboards to track progress towards your goals, with real-time updates. * Set up Slack alerts to notify teams whenever key milestones or thresholds are reached, ensuring you stay proactive. *** Superjoin provides a seamless experience for combining data from multiple sources, applying dynamic filtering, and keeping your team informed with real-time insights and notifications. Transform your spreadsheets into a real-time operational hub and improve your decision-making with Superjoin. ### Why use Superjoin as a Data Connector? We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with. Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing. Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date. Benefit from Google Sheets' and Microsoft Excel's collaborative data analysis & other powerful capabilities. # Model Control Protocol (MCP) for Copilot Source: https://docs.superjoin.ai/copilot/CopilotMCP Discover how to integrate and use the Model Control Protocol (MCP) with your Copilot, enabling seamless interaction with external tools and services. Only available on Google Sheets # Superjoin MCP Integration Guide Unlock the power of AI agents with the Model Control Protocol (MCP)! 🚀 MCP is an open standard that enables AI models to securely connect with external tools, APIs, and data sources. With MCP, your Copilot can perform complex tasks, access real-time information, and interact with various services directly from your workflow. ## Overview Superjoin's Sheets Copilot supports Model Context Protocol (MCP) integration, allowing you to connect to external data sources and services directly from Google Sheets. This powerful feature enables you to pull data, perform complex analysis, and execute operations without leaving your spreadsheet environment. ## Getting Started ### Step 1: Install Superjoin Follow the quickstart guide to Install and Launch Superjoin 🚀 Install Superjoin in under a minute and start pulling your data instantly. ### Step 2: Access Sheets Copilot 1. Open your Google Sheets document 2. Navigate to **Extensions** in the menu bar 3. Select **Superjoin** from the extensions list 4. The Sheets Copilot interface will open ## Setting Up MCP Connections ### Step 3: Add a New Connection 1. In the Copilot interface, look for the `Toolbox` icon 2. Click on **Plugins** or the connection management area 3. Select **Add Connection** tab 4. You'll see a connection setup form ### Step 4: Configure Connection Details Fill in the required connection information: #### Server Name * Enter a descriptive name for your connection (e.g., "paypal", "salesforce", "github") * This name will help you identify the connection later #### Server URL * Enter the complete MCP server URL * Example: `https://mcp.paypal.com/sse` * Ensure the URL is correct and accessible #### Authentication Choose from multiple authentication methods: We also allow connecting to servers which support OAuth 2.1 authentication methods ### Step 5: Connect to Server 1. After filling in all required fields, click **Connect Server** 2. The system will attempt to establish a connection - In case of Oauth, it may redirect you to a different page. 3. Upon successful connection, you'll see a green indicator next to your connection 4. Your connection will appear in the **Connections** tab with its status ### Step 6: Managing Connections * **View Connections**: Switch to the **Connections** tab to see all active connections * **Connection Status**: Green dot indicates active connection * **Delete Connection**: Use the trash icon to remove connections you no longer need * **Multiple Connections**: You can connect to multiple MCP servers simultaneously ## Using MCP in Your Workflow ### Practical Example: PayPal Transaction Data ### Advanced Usage Patterns #### Multi-Source Data Integration ``` "Pull sales data from Salesforce and payment data from PayPal, then create a reconciliation report" ``` #### Real-time Analysis ``` "Get the latest customer support tickets from Zendesk and analyze sentiment trends" ``` #### Automated Reporting ``` "Fetch monthly revenue data from Stripe and create a financial dashboard with charts" ``` ## Security * **Never share connection credentials**: Each user should set up their own connections * **Use least privilege**: Only grant necessary permissions when setting up OAuth * **Regular cleanup**: Remove unused connections to maintain security hygiene ## Troubleshooting ### Common Connection Issues * Verify the server URL is correct and accessible - Check authentication credentials - Ensure your network allows connections to the MCP server * Verify API keys or tokens are valid and not expired - Check if the service requires specific scopes or permissions - For OAuth, try re-authorizing the connection * Confirm the MCP server supports the requested operation - Check if you have necessary permissions to access the requested data - Verify the query syntax matches the server's expected format ## Conclusion Superjoin's MCP integration transforms Google Sheets into a powerful data analysis and operations center. By connecting to external services through MCP, you can build sophisticated workflows without complex integrations or leaving your familiar spreadsheet environment. The combination of natural language queries, multiple authentication methods, and real-time data access makes it an ideal solution for teams that need flexible, powerful data tools with minimal technical overhead. # Derived Columns Date Functions Source: https://docs.superjoin.ai/features/derived-columns/date-functions This section covers date-related functions for calculating time differences, extracting date components, and working with the current date. These functions are useful for managing billing cycles, tracking subscription durations, and analyzing transaction trends over time. ### **DATEDIF (Start Date, End Date, Unit)** * **Syntax**: **`DATEDIF(start_date, end_date, "unit")`** * **About**: Calculates the difference between two dates in days, months, or years. * **Example**: To find out how many months a subscription has been active, use **`DATEDIF(activated_at, today(), "M")`** to get the total number of months between the start date and today. ### **EOMONTH (Start Date, Months)** * **Syntax**: **`EOMONTH(start_date, months)`** * **About**: Returns the last day of the month a specified number of months away from the start date. * **Example**: To find the end date of the current billing cycle, use **`EOMONTH(today(), 0)`** to get the last day of the current month. ### **MONTH (Date)** * **Syntax**: **`MONTH(date)`** * **About**: Extracts the month from a given date as a number between 1 (January) and 12 (December). * **Example**: To categorize transactions by month, use **`MONTH(transaction_date)`** to convert a date to a month number. ### **YEAR (Date)** * **Syntax**: **`YEAR(date)`** * **About**: Extracts the year from a given date as a four-digit number. * **Example**: To filter data from the current year, compare **`YEAR(due_date)`** with **`YEAR(today())`** to check if the years match. ### **TODAY (Current Date)** * **Syntax**: **`today()`** * **About**: Returns the current date, with no time component. * **Example**: To check if a subscription is due today, compare **`today()`** with the **`next_billing_at`** date to trigger an alert if they match. # Derived Columns Examples Source: https://docs.superjoin.ai/features/derived-columns/examples Explore practical examples of using derived columns to solve common data challenges, such as adjusting MRR with discounts, categorizing customers based on subscription duration, and identifying overdue invoices. These examples demonstrate how to apply mathematical, string, and date functions to derive actionable insights from your data. ### **Calculating Adjusted MRR** * **Objective**: Adjust the Monthly Recurring Revenue (MRR) based on a given discount percentage. * **Formula**: **`MRR * (1 - discount_percentage)`** * **Example**: If a subscription with an **`MRR`** of **`$1200`** has a **`10%`** discount, the formula **`1200 * (1 - 0.10)`** calculates the adjusted MRR as **`$1080`**. ### **Segmenting Customers by Subscription Date** * **Objective**: Categorize customers based on how long they have been subscribed. * **Formula**: **`if(diff_days(today(), activated_at) > 365, "Long-term", "New")`** * **Example**: This will label customers who have been active for more than a year as "Long-term" and others as "New". ### **Finding Overdue Invoices** * **Objective**: Identify invoices that are past the due date. * **Formula**: **`if(diff_days(due_date, today()) > 0, "Overdue", "On Time")`** * **Example**: If **`due_date`** is **`2023-06-01`** and today is **`2024-02-20`**, **`diff_days(2023-06-01, today())`** would label the invoice as "Overdue". ### **Calculating Subscription Age** * **Formula**: **`diff_days(today(), activated_at)`** * **Description**: Calculate the number of days since a subscription was activated. * **Usage**: To find out how long a customer has been active, use the **`activated_at`** column which contains the activation date of each subscription. * **Example**: **`diff_days(today(), A2)`** where A2 contains the **`activated_at`** date for a subscription. ### **Categorizing Subscriptions Based on MRR** * **Formula**: **`if(MRR >= 1000, "Enterprise", "SMB")`** * **Description**: Categorize subscriptions into "Enterprise" or "SMB" based on MRR. * **Usage**: To segment your customers based on their MRR, you can set a threshold that defines "Enterprise" level MRR. * **Example**: **`if(B2 >= 1000, "Enterprise", "SMB")`** where B2 contains the **`MRR`** for a subscription. # Derived Columns Logical Functions Source: https://docs.superjoin.ai/features/derived-columns/logical-functions Utilize logical functions to apply conditional logic, handle null values, and manage errors in your derived columns. These functions, such as CASE, IF, and COALESCE, enable dynamic data categorization, error handling, and flexible data transformation, allowing you to tailor data outputs based on specific conditions and scenarios. ### **CASE (Conditional Logic)** * **Syntax**: **`case(when(yesno_arg, value_if_yes), ...)`** * **About**: Executes a series of conditions and returns a corresponding value for the first true condition. * **Example**: To categorize customers based on MRR, **`case(when(MRR > 1000, "Enterprise"), when(MRR > 500, "Mid-market"), "SMB")`** labels customers as "Enterprise" or "Mid-market" based on their MRR, or "SMB" by default. ### **COALESCE (First Non-Null Value)** * **Syntax**: **`coalesce(value_1, value_2, ...)`** * **About**: Returns the first non-null value from a list of columns. * **Example**: To ensure a display name is always shown, **`coalesce(first_name, username)`** would use **`first_name`** if it’s not null, otherwise **`username`**. ### **IF (Conditional Statement)** * **Syntax**: **`if(yesno_expression, value_if_yes, value_if_no)`** * **About**: Evaluates an expression and returns one value if true, and another if false. * **Example**: To check if a subscription is active, **`if(status = "Active", "Yes", "No")`** returns "Yes" if the status is active, "No" otherwise. ### **IS\_NULL (Null Check)** * **Syntax**: **`is_null(value)`** * **About**: Tests if a value is null. * **Example**: To verify if a customer's last payment date is recorded, **`is_null(last_payment_at)`** would return Yes if it's null, indicating a missing payment date. ### **IFERROR (Error Handling)** * **Syntax**: **`iferror(value, value_if_error)`** * **About**: Returns the value unless it's an error, in which case it returns an alternative. * **Example**: When calculating an average, **`iferror(total_payments / number_of_payments, 0)`** would prevent division by zero errors by returning 0 if **`number_of_payments`** is zero. ### **IFNA (Handle #N/A Errors)** * **Syntax**: **`ifna(value, value_if_na)`** * **About**: Evaluates a value and returns it unless it’s an #N/A error, in which case it returns an alternative. * **Example**: To handle missing MRR values, **`ifna(MRR, 0)`** could replace #N/A with 0 in revenue calculations. ### **IFS (Multiple Conditions)** * **Syntax**: **`ifs(condition1, value1, condition2, value2, ...)`** * **About**: Tests multiple conditions and returns the corresponding value for the first true condition. * **Example**: To classify subscriptions by tenure, **`ifs(diff_months(activated_at, today()) > 12, "Yearly", diff_months(activated_at, today()) > 1, "Monthly", "New")`** categorizes them as "Yearly," "Monthly," or "New" based on how long ago they were activated. ### **SWITCH (Match Cases)** * **Syntax**: **`switch(expression, case1, value1, [default or case2, value2, ...])`** * **About**: Compares an expression against a list of cases and returns the corresponding value for the first match. * **Example**: To translate a subscription status code to a text status, `switch(status_code, 1, "Active", 2, "Paused", 3, "Cancelled", "Unknown")` **`switch(status_code, 1, "Active", 2, "Paused", 3, "Cancelled", "Unknown")`** would return "Active," "Paused," or "Cancelled" based on the code, or "Unknown" if there's no match. # Derived Columns Mathematical Functions Source: https://docs.superjoin.ai/features/derived-columns/mathematical-functions Learn about a variety of mathematical functions available for creating derived columns, including operations like rounding, logarithmic calculations, trigonometric functions, and more. These functions allow for sophisticated data transformations in subscription and financial models, helping you derive meaningful insights from your datasets. ### **ABS (Absolute Value)** * **Syntax**: **`abs(value)`** * **About**: Calculates the absolute (positive) value of a number, discarding the sign. * **Example**: If a Chargebee invoice has a negative adjustment value, you can use **`abs(-150)`** to ensure you're working with positive values in calculations. ### **CEILING (Round Up)** * **Syntax**: **`ceiling(value)`** * **About**: Rounds a number up to the nearest integer or multiple of significance. * **Example**: To estimate the ceiling value for the number of user licenses, use **`ceiling(250.75)`** to round up to the next whole number. ### **EXP (Exponential Function)** * **Syntax**: **`exp(value)`** * **About**: Calculates *e* (Euler's number) raised to the power of a given number. * **Example**: For exponential growth predictions of MRR, **`exp(0.5)`** might represent an increase factor. ### **FLOOR (Round Down)** * **Syntax**: **`floor(value)`** * **About**: Rounds a number down to the nearest integer or multiple of significance. * **Example**: To calculate the maximum discount level on a Chargebee subscription, use **`floor(discount_percentage)`** to get a whole number. ### **LN (Natural Logarithm)** * **Syntax**: **`ln(value)`** * **About**: Computes the natural logarithm (base *e*) of a number. * **Example**: To analyze the rate of growth of a subscription metric, apply **`ln(MRR)`** to the monthly recurring revenue. ### **LOG (Logarithm)** * **Syntax**: **`log(value)`** * **About**: Calculates the logarithm of a number to a specified base, commonly base 10. * **Example**: To determine order of magnitude changes in usage statistics, **`log(subscription_quantity)`** can be applied. ### **MOD (Modulus)** * **Syntax**: **`mod(value, divisor)`** * **About**: Returns the remainder after division of one number by another. * **Example**: Find the remainder of subscription months after dividing by 12 to calculate leftover months: **`mod(total_months, 12)`**. ### **POWER (Exponentiation)** * **Syntax**: **`power(base, exponent)`** * **About**: Raises a base number to the power of the exponent. * **Example**: To calculate the power of growth over time, use **`power(MRR, growth_factor)`**. ### **RAND (Random Number)** * **Syntax**: **`rand()`** * **About**: Generates a random number between 0 and 1. * **Example**: Randomly select a subset of users for a survey from Chargebee subscriptions by assigning **`rand()`** and picking the lowest values. ### **ROUND (Round to Decimals)** * **Syntax**: **`round(value, num_decimals)`** * **About**: Rounds a number to a specified number of decimal places. * **Example**: To standardise financial reporting, round the MRR to two decimal places: **`round(MRR, 2)`**. ### **SQRT (Square Root)** * **Syntax**: **`sqrt(value)`** * **About**: Calculates the square root of a number. ### **SIN (Sine Function)** * **Syntax**: **`sin(value)`** * **About**: Returns the sine of a value (angle) in radians. ### **COS (Cosine Function)** * **Syntax**: **`cos(value)`** * **About**: Returns the cosine of a value (angle) in radians. ### **TAN (Tangent Function)** * **Syntax**: **`tan(value)`** * **About**: Returns the tangent of a value (angle) in radians. ### **TRUNC (Truncate)** * **Syntax**: **`trunc(value)`** * **About**: Truncates a number to an integer by removing the fractional part of the number. * **Example**: To display only the integer part of a revenue figure, use **`trunc(MRR)`**. ### **SIGN (Sign Function)** * **Syntax**: **`sign(value)`** * **About**: Determines if a number is negative, zero, or positive by returning -1, 0, or 1 respectively. * **Example**: To categorize change in MRR as increased, unchanged, or decreased, **`sign(MRR_change)`** could be used. # Derived Columns Operators Source: https://docs.superjoin.ai/features/derived-columns/operators An overview of the operators used in derived columns, including arithmetic, comparison, logical, and constant operators. These operators allow users to perform a variety of operations, from basic arithmetic calculations to logical evaluations, enabling dynamic data manipulation. | **Operator** | **Syntax** | **Purpose** | | -------------------------- | --------------------- | ---------------------------------------------------------------------------------------------------- | | + | value\_1 + value\_2 | Adds value\_1 and value\_2. | | - | value\_1 - value\_2 | Subtracts value\_2 from value\_1. | | \* | value\_1 \* value\_2 | Multiplies value\_1 and value\_2. | | / | value\_1 / value\_2 | Divides value\_1 by value\_2. | | **Any data type** | | | | = | value\_1 = value\_2 | Returns Yes if value\_1 is equal to value\_2, and No otherwise. | | != | value\_1 != value\_2 | Returns Yes if value\_1 is not equal to value\_2, and No otherwise. | | **Numbers, Dates, String** | | | | > | value\_1 > value\_2 | Returns Yes if value\_1 is greater than value\_2, and No otherwise. | | \< | value\_1 \< value\_2 | Returns Yes if value\_1 is less than value\_2, and No otherwise. | | >= | value\_1 >= value\_2 | Returns Yes if value\_1 is greater than or equal to value\_2, and No otherwise. | | \<= | value\_1 \<= value\_2 | Returns Yes if value\_1 is less than or equal to value\_2, and No otherwise. | | **Logical** | | | | AND | value\_1 AND value\_2 | Returns Yes if both value\_1 and value\_2 are Yes, and No otherwise. | | OR | value\_1 OR value\_2 | Returns Yes if either value\_1 or value\_2 is Yes, and No otherwise. | | NOT | NOT value | Returns Yes if value is No, and No otherwise. | | **Constant** | **Meaning** | | | yes | TRUE | | | no | FALSE | | | null | No value | | | ^ | value\_1^value\_2 | Caret symbol (^) is used to represent the exponentiation operator, which raises a number to a power. | # Derived Columns Source: https://docs.superjoin.ai/features/derived-columns/overview Derived columns are custom columns that you create within your Superjoin reports by applying formulas to your existing data. They allow you to manipulate and transform your data without altering the original dataset, enabling dynamic calculations and insights. ## **Benefits of Derived Columns** Tailor your metrics to meet specific business needs. Enhance your data by combining columns or applying calculations. Perform calculations in real-time as your data updates. Ensure that everyone in your organization uses the same formulae and calculations for uniform reporting. ## Steps to create calculated fields / derived columns ✨ Ensure Superjoin is installed and working before following the rest of the guide. If you already have your desired source connected: * Go to the `Sources` tab. * Click on the desired source. * After clicking on the desired source, if you get an option to import / export the data, choose `Import`. If you need to setup a new integration, please follow the integration guide for the integration of your choice. You can find the guides for various integrations on the sidebar or on the integrations summary page. Now you should see the `data preview` screen. Derived columns is only supported in our Chargebee and HubSpot Data Connector. If you wish to use this feature in any other integration, please write to us at [support@superjoin.ai](mailto:support@superjoin.ai). Click on the `Add or Modify Fields` button. This will open a sidebar where you can add / modify fields, and create calculated field(s) (derived columns). * Click on `Create calculated field` button. * Enter the `Field name`, this will be the name for the newly generated column. * Write a formula in the `Formula` section. You can use the `Fields` & `Functions` tab to search for and select the fields and functions, respectively. * Once ready, click on `Add Field`. After adding the field, the derived column would be visible as the last column in the preview. You can add more derived columns. * In the `Add Fields` section, click on `Your Calculated Fields` to expand it if not already. * Hover over the desired derived column title under the `Your Calculated Fields` to see an Edit option (Pencil Icon). * Click on the Edit option (Pencil icon) to edit the formula. You can click `Delete` to delete the calculated field. * Modify the formula as per needed. * Click `Update` to update the derived column. * Click `Delete` to delete the derived column. The calculated field should now have updated. The column will no longer exist if you chose to `Delete` the column. Click on `Import` to import the data to a Google Sheet along with the derived column. ## **Formula Glossary** Explore a comprehensive list of operators and functions to enhance your derived columns. The glossary includes essential mathematical, string, date, and logical functions, along with examples to help you create powerful formulae in Superjoin. # Derived Columns String Functions Source: https://docs.superjoin.ai/features/derived-columns/string-functions Explore a set of string manipulation functions that allow you to perform operations like concatenation, substring extraction, text replacement, and case conversion. These functions are useful for cleaning, formatting, and analyzing textual data in customer and transactional records, ensuring consistency and accuracy in your dataset. ### **CONCAT (Concatenate)** * **Syntax**: **`concat(value_1, value_2, ...)`** * **About**: Joins two or more text strings into one continuous string. * **Example**: Combine first and last names in Chargebee data with **`concat(first_name, " ", last_name)`**. ### **CONTAINS (Text Contains)** * **Syntax**: **`contains(string, search_string)`** * **About**: Checks if the first string contains the second string. * **Example**: To check if a transaction description contains the word "refund", use **`contains(description, "refund")`**. ### **LENGTH (String Length)** * **Syntax**: **`length(string)`** * **About**: Returns the number of characters in a string. * **Example**: Measure the length of a customer comment with **`length(comment)`**. ### **LOWER (Convert to Lowercase)** * **Syntax**: **`lower(string)`** * **About**: Converts a text string to all lowercase letters. * **Example**: Standardize email addresses for comparison with **`lower(email)`**. ### **POSITION (Find Substring)** * **Syntax**: **`position(string, search_string)`** * **About**: Finds the starting position of a substring within a string. * **Example**: Locate the position of "@" in an email address with **`position(email, "@")`**. ### **REPLACE (Replace Substring)** * **Syntax**: **`replace(string, old_string, new_string)`** * **About**: Replaces occurrences of a specified substring within a string with a new substring. * **Example**: Correct a common misspelling in customer feedback with **`replace(feedback, "recieved", "received")`**. ### **SUBSTRING (Extract Substring)** * **Syntax**: **`substring(string, start_position, length)`** * **About**: Extracts a substring from a string starting at a specified position for a certain length. * **Example**: To extract a product code from a string, use **`substring(product_info, 4, 8)`** where the code starts at the 4th character and is 8 characters long. ### **UPPER (Convert to Uppercase)** * **Syntax**: **`upper(string)`** * **About**: Converts a text string to all uppercase letters. * **Example**: For a Chargebee invoice reference to be displayed in uppercase, use **`upper(invoice_ref)`**. ### **FIND (Find Text Position)** * **Syntax**: **`FIND(search_for, text_to_search, [starting_at])`** * **About**: Returns the position at which a string is first found within another string. * **Example**: To find where a customer's country code appears in an address, **`FIND("US", address)`** might be used. Returns the position of US in Address column string. ### **TRIM (Trim Spaces)** * **Syntax**: **`TRIM(text)`** * **About**: Removes any leading and trailing spaces from a text string. * **Example**: Trim excess spaces from customer-entered names with **`TRIM(customer_name)`**. # What's your Export goal? Source: https://docs.superjoin.ai/features/exports Based on the usecase you're trying to achieve with Superjoin Exports, choose one of the options below ### Insert new data into your HubSpot
Available only on Google Sheets ### Make changes to existing HubSpot data
Available only on Google Sheets ### Insert new data into your HubSpot and make changes to existing HubSpot data at the same time
Available only on Google Sheets ### Associate data from one HubSpot object to another
Available only on Google Sheets ### Dissociate data of one HubSpot object from another
Available only on Google Sheets ### Delete data from your HubSpot
Available only on Google Sheets # Flashbacks Source: https://docs.superjoin.ai/features/flashbacks Superjoin’s Flashbacks feature allows you to automate the creation of static data sheets on a weekly or monthly basis. This tool refreshes your data and stores it in a new static sheet according to your schedule. Follow the steps to configure and schedule Flashbacks to ensure your data is continuously updated and organized, making your data management and reporting tasks more efficient and systematic. Only available on Google Sheets ## Follow the quickstart guide to get started with Superjoin 🚀 Install Superjoin in under a minute and start pulling your data instantly. We've listed down common issues that you might face & how to fix it. ## Steps to create a flashback ✨ Ensure Superjoin is installed and working before following the rest of the guide. Click on the `Queries` tab. This will open the queries page in the sidebar. Click on the desired query which you wish to create a flashback for. You can use the Queries tab in the documentation to set-up queries. Click on `+ New` button in the `Flashback` card. * You can choose to create a flashback on a `weekly` or `monthly` basis. * If `weekly`, select the desired `day of the week` and `time of the day`. * If `monthly`, select the desired `date of the month` and `time of the day`. **Advanced option (Optional):** * Refresh mode provides the option to `append` or `replace` the data. * **Append:** Appends the modified and new rows to the existing sheet. * **Replace:** Replaces the modified rows and adds new rows to the existing sheet. * Click on `Schedule` to schedule the flashback using the desired config. * New schedule will be displayed in the `Flashbacks` card. # Formula Auto Filldown Source: https://docs.superjoin.ai/features/formulae-filldown Only available on Google Sheets ### Introduction Formula filldown automatically populates any formulas that you have in the spreadsheet in the immediate right columns of the imported data every time you refresh the data. This saves you the time (and hassle) of manually going into your spreadsheet and copying your formula(s) down the row(s) manually. ## How to use Formula filldown Use Superjoin to import data from your preferred source. Navigate to the `Sources` tab in the Superjoin sidebar, and connect to your desired data source (e.g., HubSpot, Salesforce, etc). Click on import data (in data preview) and wait for your data to be populated on Google sheet. Open the sheet where you'd like to import data. Ensure that any formulas you want to apply to imported data are in the columns immediately next to the imported data. When you refresh the data, the formula you placed in the immediate next column will automatically populate down the rows of your imported data during every refresh. No need to manually copy formulas anymore! **Note:** Ensure the column with the formula is directly adjacent to the imported data, as the filldown only works for immediate columns. To automatically refresh your data and keep your formulas updated, you can schedule a refresh in Superjoin. Navigate to the `Schedule` option and set a daily, weekly, or monthly refresh. Make sure to keep the Formula Auto-filldown mode on. ## After the refresh, verify that your formulas have populated correctly in the new rows of the data, ensuring your spreadsheet stays up to date. *** ## Frequently Asked Questions **Q. Can I write formula on a column which is not the immediate column?** No, if there is a gap between the imported data and the column with the formula, the formula will not be applied. Formulae filldown only works for columns immediately adjacent to the imported data. **Q. Will it work if the formula is not on the first row of the data?** Yes, the formula will still be applied even if it’s not in the first row. As long as the formula is in the column immediately next to the imported data, it will fill down through all the rows below it. **Q. What happens when I have multiple columns that have formula?** Superjoin will fill down all formulas in the immediate adjacent columns. If there are multiple formulas in the columns directly next to the data, they will all be applied during the refresh, maintaining the order of your data structure. **Q. What is the behaviour when I setup a refresh schedule?** You have the functionality to choose whether you wish to activate Formula filldown with the refresh schedule when you step up a schedule. With Formula filldown, all adjacent formulas will populate automatically with each data refresh, ensuring that your formulas always stay up-to-date. # Create custom SQL queries Source: https://docs.superjoin.ai/features/queries/create-queries Learn how to create custom queries in Superjoin with a comprehensive guide. This section covers various methods, including writing SQL queries, using the Visual SQL Builder, and generating queries with AI. Follow the step-by-step instructions to import and manage your data effectively, ensuring a smooth setup and optimal data analysis. Only available on Google Sheets ## Follow the quickstart guide to get started with Superjoin 🚀 Install Superjoin in under a minute and start pulling your data instantly. We've listed down common issues that you might face & how to fix it. ## Steps to create queries ✨ Ensure Superjoin is installed and working before following the rest of the guide. Click on the `Sources` tab. This will open the sources page in the sidebar. Click on the desired source which you wish to create a query for. You can use the [Integrations](/integrations/summary) tab in the documentation to set-up an integration. Click on `Create new import` button. Choose between three query methods through which you would like to import your data. * Click on `Custom Query` to use the custom query method. * Enter the desired SQL query in the text area. * Click on `Run Query` to preview the data. * Click on `Visual SQL Builder` to use the visual SQL builder. * Select a table and its desired columns to import. Here, you can use a combination of columns from different tables to get the desired output. E.g., Here we are trying to use the `id` from the `account` columns to fetch the `email` and `amount` from the `account` and `investment` columns, respectively. * Click on `Generate Query with AI` to generate a query for your data using AI. * In the text area, type the desired prompt to generate a query for your data. * Click on `Generate Query`. * Click on `Run Query` to run the generated query. Click on `Import` to import the data and wait for the data to be imported (optionally, create a refresh schedule). * Click on the `3 dots` button on the top right corner of the desired query. * Click on `Save Query`. Fill in the `Name` and `Description (Optional)` of the query. Click on the `Save Query` button to save the query. # Share custom SQL queries Source: https://docs.superjoin.ai/features/queries/share-queries Easily share your custom queries with team members using Superjoin. This guide walks you through the process of sharing saved queries, including inviting users by email and managing access. Follow the steps to ensure your queries are accessible to your team, facilitating collaboration and efficient data analysis. Only available on Google Sheets ## Follow the quickstart guide to get started with Superjoin 🚀 Install Superjoin in under a minute and start pulling your data instantly. We've listed down common issues that you might face & how to fix it. ## Steps to share queries ✨ Ensure Superjoin is installed and working before following the rest of the guide. In the `Queries` tab, click on the `Saved Queries` button. * Click on the `3 dots` button on the top right corner of the desired query. * Click on `Share Query`. * Enter the email addresses of the users you wish to share the query with. * After entering the email addresses, click on the `Invite` button to add the users to the list. * You can manage the access of the users by selecting the option next to their email address. Available options: * `Edit`: Can only run and see output of query and edit the saved query itself. User in `Edit` mode will receive Full-Access to the underlying database if not already. * `Run`: Can only run and see output of query. User in `Run` mode will receive Limited-Access to the underlying database if not already. Click the `Remove` button to remove a user from the list. Click on the `Save Changes` button to invite users to the query. # Add Refresh Button in Sheets Source: https://docs.superjoin.ai/features/refresh-button Only available on Google Sheets ## Motivation You can share the Google Sheet with your customers or team members, and they can refresh the data themselves by simply clicking the refresh button. They do not need to register for Superjoin or manage an API key on their own. All the logic and API authentication are handled within the sample Apps Script function, making the process seamless for anyone using the sheet. This feature allows you to: * Maintain control over the API key. * Ensure that customers can always access the latest data without needing to manually update it. * Avoid the need for additional Superjoin registrations for each customer. The refresh functionality applies only to sheets where only the initial data pull was done using Superjoin's Google Sheet Add on. Once data has been imported into a sheet via Superjoin, anyone the spreadsheet is shared with can refresh that data using the API key provided by the owner, ensuring easy and seamless updates. ## Step by Step Guide To use this feature, you need to obtain an API key from Superjoin, by contacting us at [support@superjoin.ai](mailto:contact@superjoin.ai). To store your API key: 1. Open your target spreadsheet in Google Sheets 2. Navigate to Extensions > Apps Script 3. In the Apps Script editor, click the Settings icon in the left panel

4. Scroll down to the Script Properties section 5. Click "Add script property" 6. Set the property name as "API\_KEY" 7. Set the value to the API key provided by Superjoin support Apps Script Settings

This securely stores your API key for use in the refresh function. In this step, we will create a function to refresh the data in the active Google Sheet. The `sheetId` used in this function refers to the ID of the active sheet where the Apps Script editor is opened. This means the function will refresh data for the currently active sheet. If you're working on a specific sheet in the editor, the refresh will be applied to that sheet alone. ```javascript Refresh Data for Active Sheet theme={null} function refreshData() { try { const apiKey = PropertiesService.getScriptProperties().getProperty('API_KEY'); if (!apiKey) { Logger.log("Missing API Key"); return; } const spreadsheetId = SpreadsheetApp.getActiveSpreadsheet().getId(); const sheetId = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet().getSheetId(); const BASE_URL = "https://api.superjoin.ai/public/v1"; const options = { method: "post", headers: { authorization: `Api-Key ${apiKey}`, }, contentType: 'application/json', payload: JSON.stringify({ spreadsheetId, sheetId, metadata: { userEmailAddress: Session.getActiveUser().getEmail(), identifier: "EXTRA_IDENTIFIER" } }) }; const response = UrlFetchApp.fetch(`${BASE_URL}/import/refresh-data`, options); if (response.getResponseCode() === 200) { Logger.log("Data refresh initiated"); } } catch (error) { Logger.log(`Error while refreshing data: ${error.message}`); } } ``` In case you want to refresh multiple sheets, with a single click, you can use the follow the below instructions: Execute the below function to get all the sheet IDs along with their names, and then replace the sheetIds array with the sheet IDs you want to refresh in the `refreshDataForMultipleSheets` function. ```javascript Get All Sheet IDs theme={null} function getAllSheetIds() { var sheets = SpreadsheetApp.getActiveSpreadsheet().getSheets(); for (var i = 0; i < sheets.length; i++) { var sheet = sheets[i]; Logger.log(sheet.getSheetName() + ": " + sheet.getSheetId()); } } ``` Get All Sheet IDs

Now paste the remaining code in the Apps Script editor: ```javascript Refresh Data for Multiple Sheets theme={null} function refreshDataForMultipleSheets() { const sheetIds = ["SHEET_ID_1", "SHEET_ID_2", ...]; // Replace with your sheet IDs const apiKey = PropertiesService.getScriptProperties().getProperty('API_KEY'); if (!apiKey) { Logger.log("Missing API Key"); return; } const spreadsheetId = SpreadsheetApp.getActiveSpreadsheet().getId(); for (let sheetId of sheetIds) { refreshData(apiKey, spreadsheetId, sheetId); } } function refreshData(apiKey, spreadsheetId, sheetId) { try { const BASE_URL = "https://api.superjoin.ai/public/v1"; const options = { method: "post", headers: { authorization: `Api-Key ${apiKey}`, }, contentType: 'application/json', payload: JSON.stringify({ spreadsheetId, sheetId, metadata: { userEmailAddress: Session.getActiveUser().getEmail(), } }) }; const response = UrlFetchApp.fetch(`${BASE_URL}/import/refresh-data`, options); if (response.getResponseCode() === 200) { Logger.log(`Data refresh initiated for Sheet ID: ${sheetId}`); } } catch (error) { Logger.log(`Error while refreshing data for Sheet ID ${sheetId}: ${error.message}`); } } ``` Do not forget to save the Apps Script file after making the changes, using the Floppy icon.

Go to the Insert menu of the same spreadsheet. Select Drawing from the dropdown options. In the drawing editor, create a rectangle and add text, such as "Refresh Data". You can customize the appearance as per your preference. Insert Button

After inserting the button, click on the three dots in the top-right corner of the button and select Assign Script. In the dialog box that appears, enter the name of the function (e.g., `refreshData`). Click OK to assign the function to the button. In case, you are refreshing multiple sheets, use the script name as `refreshDataForMultipleSheets`

Run the script throught the button you created in the first step, by clicking on it, and you will see the data is refreshed, in a few seconds or minutes (depends on the size of the data you have).

If you need more help, you can always contact us at [support@superjoin.ai](mailto:support@superjoin.ai).

# Scheduled Data Imports Source: https://docs.superjoin.ai/features/scheduled-refresh Scheduled Imports in Superjoin automates the process of keeping your data up-to-date by creating new static sheets on a regular basis—hourly, daily, weekly, or monthly. This feature helps ensure that your data remains current without manual intervention, allowing you to focus on analysis rather than data management. Only available on Google Sheets ## Follow the quickstart guide to get started with Superjoin 🚀 Install Superjoin in under a minute and start pulling your data instantly. We've listed down common issues that you might face & how to fix it. ## Steps to create a scheduled Imports ✨ Ensure Superjoin is installed and working before following the rest of the guide. ### **Scheduled refreshes can be created in 2 ways:** Import the data after configuring the query. Click on the `Import` button to import the data. A scheduled Imports can be created in the last step of creating a custom SQL query. Follow the guide to create a custom SQL query [here](/features/queries/create-queries). After a successful import, a drawer will open up with the option to create a scheduled refresh. * You can choose to create a scheduled Imports right away or click `I'll do this later` to skip it. * You can choose to creata a scheduled Imports on an `hourly`, `daily`, `weekly` or `monthly` basis. * If `hourly`, select the desired `time interval` (Available intervals are `{6, 8, 12} hours`). * If `daily`, select the desired `time of the day`. * If `weekly`, select the desired `day of the week` and `time of the day`. * If `monthly`, select the desired `date of the month` and `time of the day`. **Advanced option (Optional):** * Refresh mode provides the option to `append` or `replace` the data. * **Append:** Appends the modified and new rows to the existing sheet. * **Replace:** Replaces the modified rows and adds new rows to the existing sheet. You can also create a `Flashback`, learn more about it [here](/features/flashbacks). * Click on `Schedule` to schedule the Imports using the desired config. * New schedule will be displayed in the `Automatic Refreshes` card. Click on the `Queries` tab. This will open the queries page in the sidebar. Click on the desired query which you wish to create a flashback for. You can use the `Queries` tab in the documentation to set-up queries. Click on `Create Schedule` button in the `Automatic Refreshes` card. * You can choose to creata a scheduled Imports on an `hourly`, `daily`, `weekly` or `monthly` basis. * If `hourly`, select the desired `time interval` (Available intervals are `{6, 8, 12} hours`). * If `daily`, select the desired `time of the day`. * If `weekly`, select the desired `day of the week` and `time of the day`. * If `monthly`, select the desired `date of the month` and `time of the day`. **Advanced option (Optional):** * Refresh mode provides the option to `append` or `replace` the data. * **Append:** Appends the modified and new rows to the existing sheet. * **Replace:** Replaces the modified rows and adds new rows to the existing sheet. You can also create a `Flashback`, learn more about it [here](/features/flashbacks). * Click on `Schedule` to schedule the refresh using the desired config. * New schedule will be displayed in the `Automatic Refreshes` card. # Share Connection with Your Teammates Source: https://docs.superjoin.ai/features/share-source-connection Sharing a source connection in Superjoin allows you to collaborate with others by granting access to your data sources. This feature is useful for teams or projects where multiple users need to interact with the same data sources. ## How Team Sharing Works Unlike traditional user management systems (like HubSpot or Intercom), Superjoin doesn't have centralized account management. **Each teammate is an independent user** with their own Superjoin installation. When you share a connection, you're granting access to that resource within their own instance—not adding them to a shared account. **Workspaces & Visibility** Users with the same email domain (e.g., `@company.com`) are automatically grouped into the same workspace. **Key Point:** Being in the same workspace lets you **see** teammates' queries on shared sheets, but you **cannot interact with them** (refresh, edit, or export) unless the source connection is explicitly shared with you. 👀 Visibility ≠ Access **Prerequisites Before Sharing** Your teammates must have: 1. Superjoin installed on Google Sheets or Microsoft Excel 2. Launched Superjoin at least once to set up their account Without these, they won't be able to access shared connections. ## Permission Levels Choose the right access level based on what your teammate needs to do: | Action | Read-Only | Read-Write | Full/Admin | | -------------- | --------- | ---------- | ---------- | | Refresh only | ✓ | ✓ | ✓ | | Edit an import | ⛔ | ⛔ | ✓ | | Export only | ⛔ | ✓ | ✓ | | Edit an export | ⛔ | ⛔ | ✓ | ## Steps to share source connection ✨ Ensure Superjoin is installed and working before following the rest of the guide. Go to the `Sources` page by clicking on the `Sources` button in the `Get Started` section or by clicking on the `Sources` tab on the bottom of the sidebar. * Click on the `3 dots` button on the top right corner of the desired source. * Click on `Share`. * Enter the email addresses of the users you wish to share the source connection with. * After entering the email addresses, click on the `Invite` button to add the users to the list. Select the access level for each user from the dropdown next to their email address: * **Admin** — Full access to create, modify, and run imports/exports * **Read-Write** — Can refresh imports and run exports (no editing) * **Read-Only** — Can only refresh existing imports You can click `Remove` to revoke access for any user. Click `Save Changes` to finalize and share the connection with your teammates. Ensure Superjoin is installed and working before following the rest of the guide. Go to the `Sources` page by clicking on the `Sources` button in the `Get Started` section or by clicking on the `Sources` tab on the bottom of the sidebar. Click on the `Share` logo that's on the right side of your desired connection. * Enter the email addresses of the users you wish to share the source connection with. * After entering the email addresses, click on the `Invite` button to add the users to the list. Select the access level for each user from the dropdown next to their email address: * **Full** — Can create, modify, and run imports/exports * **Limited** — Can only refresh existing imports You can click `Remove` to revoke access for any user. Click `Save Changes` to finalize and share the connection with your teammates. *** ## Related Resources Learn how to share saved custom SQL queries with teammates. New to Superjoin? Get started in under a minute. # How to Acquire Airtable Credentials? Source: https://docs.superjoin.ai/integrations/Airtable/credentials Proceed with the outlined steps to acquire Airtable credentials. ## Step-by-step walkthrough: How to obtain Airtable API Keys Go to [https://airtable.com/create/tokens](https://airtable.com/create/tokens) to create new token. Add following scopes: data.records:read, data.recordComments:read, schema.bases:read Select required bases or allow access to all available and press the Create Token button. Save token from the popup window. For more details, use Airtable Documentation: [https://airtable.com/developers/web/guides/personal-access-tokens](https://airtable.com/developers/web/guides/personal-access-tokens) ## Setting up Airtable Head over to the Airtables Overview page to get a step by step guide to connect. # Connect your Airtable to Google Sheets Source: https://docs.superjoin.ai/integrations/Airtable/overview Effortlessly link your Airtable data to Google Sheets for streamlined reporting and analysis. Please note that the Airtable integration is in beta at the moment. If you face any issues, please reach out to us at [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you asap! ### Why use Superjoin’s Google Sheets-Airtable Integration? We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with. Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing. Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date. Benefit from Google Sheets' collaborative data analysis & other powerful capabilities. ## Step-by-step walkthrough: How to connect Airtable to Google Sheets. Select `Add-ons` and choose `Get Add-ons`. This action will redirect you to the Google Workspace Marketplace. In the Google Workspace Marketplace pop-up window, search for "Superjoin". Click on `Extensions` from the Google Sheets menu. **Note:** For the best experience, install Superjoin where there's only a single account is logged in the Chrome profile. Once installed, navigate back to the `Extensions` menu tab in Google Sheets. Launch Superjoin from here. You should now see Superjoin running as a side panel on the right side of your screen. Select Airtable from the list of available data sources. Connect your Airtable account. Go through all the directions and prompts to connect your Airtable account to Google Sheets. Now select the objects from the list you want to import from. Select the filters that you want to apply in order to filter down the data that you want to work on. Select the items that you want to sort. Now simply Enter the Limit of rows you want to write on Google Sheet. Now simply click on the "import" button to bring this selected data into your Google Sheets. Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule. This way, you won’t need to manually update your Airtable data in Google Sheets to reflect changes from the source. # Frequently faced issues during Attio Connect Source: https://docs.superjoin.ai/integrations/Attio/common-issues We have listed down some common issues that our customers usually face while trying to authenticate Attio using Superjoin. ## Solution Go back to `Sources` in Superjoin and click on `Connect` again to restart the authorization flow with Attio. Make sure you are signed in to the correct Attio workspace and that you have access to the records you want to import. Workspace admins can review member access from Attio's workspace settings. If you are still facing the same issue, reach out to [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you. ## Solution Only objects available in your Attio workspace will show up. Custom objects appear once they've been created in Attio. You will only see records you have access to in Attio. Ask a workspace admin to grant access if records are missing. Not sure what to do next? Reach out to us at [support@superjoin.ai](mailto:support@superjoin.ai). We will respond immediately. # Delete Connected Attio Account Source: https://docs.superjoin.ai/integrations/Attio/delete-connection Step by Step guide to delete your Attio account from Superjoin Please note that deleting an Attio connection from Superjoin is permanent. You may not be able to recover it again. Launch Superjoin and navigate to `Sources` from the bottom navigation pane. Click on the 3-dot menu of the Attio account you wish to delete. Click on `Delete` and confirm it. When you delete a connection on Superjoin, all associated imports will also be deleted & the associated import schedules will be stopped. Your imported sheets however will not be impacted due to a deletion of an object. # How to import data from Attio to Spreadsheets Source: https://docs.superjoin.ai/integrations/Attio/import Step-by-step guide to import data from Attio to Google Sheets or Microsoft Excel After connecting your account, a data preview window will appear, allowing you to select an `Object` to import and apply various `Filters` to refine your data. Add/modify the data fields you want to import. The `Fields` you selected should start showing up in the data preview section. You may need to click `Refresh Preview` to see the changes. Optionally, select the fields you want to sort your data by before importing. Optionally, enter the limit of rows you want to write into your Google Sheet. After previewing the data, click on `Import` and wait for a few seconds. This action transfers the selected data from your Attio workspace into Google Sheets. You can schedule a `Refresh` to automatically update your data hourly, daily, weekly, or monthly at a specific time. This way, you won't need to manually update your Attio data in Google Sheets to reflect changes from the source. Learn more about how to set up auto-refresh schedules here.
##### Hope this guide helped you import your data from Attio to Google Sheets using Superjoin. ##### If you have any questions or need further assistance, please don't hesitate to reach out to our support team at [support@superjoin.ai](mailto:support@superjoin.ai). Thank you! After connecting your account, a data preview window will appear, allowing you to select an `Object` to import and apply various `Filters` to refine your data. Add/modify the data fields you want to import. The `Fields` you selected should start showing up in the data preview section. You may need to click `Refresh Preview` to see the changes. Optionally, select the fields you want to sort your data by before importing. Optionally, enter the limit of rows you want to write into your Excel worksheet. After previewing the data, click on `Import` and wait for a few seconds. This action transfers the selected data from your Attio workspace into Microsoft Excel. The desired data has been successfully written on to your Excel sheet. Now whenever you want fresh data, just click on the `Pull Latest Data` button.
##### Hope this guide helped you import your data from Attio to Microsoft Excel using Superjoin. ##### If you have any questions or need further assistance, please don't hesitate to reach out to our support team at [support@superjoin.ai](mailto:support@superjoin.ai). Thank you! # Attio Data Connector for Spreadsheets Source: https://docs.superjoin.ai/integrations/Attio/overview Welcome to the Attio Data Connector's Support Documentation page. The Attio connector currently supports **importing data from Attio into Google Sheets and Microsoft Excel**. Two-way sync (syncing changes back to Attio) is not available yet. Still can't find answers here? Email us at [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you asap! ### Getting Started Connect your Attio account to start importing data into Google Sheets or Microsoft Excel. Address issues that you might face while connecting your Attio a/c. Step-by-step guide to import data from Attio to Google Sheets or Microsoft Excel ### Attio Objects A list of supported Attio Objects for Import. ### Data Management Steps to delete/erase your Attio account from Superjoin # Connect your Attio account to Spreadsheets Source: https://docs.superjoin.ai/integrations/Attio/quickstart Effortlessly connect Attio to Google Sheets or Microsoft Excel to import your CRM data using Superjoin in a few clicks. We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with. Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing. Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date. Benefit from Google Sheets' collaborative data analysis & other powerful capabilities. ## Step-by-step walkthrough: How to connect Attio to Google Sheets Head over to `Extensions`, select `Add-ons` and choose `Get Add-ons`. This action will redirect you to the Google Workspace Marketplace.

In the Google Workspace Marketplace pop-up window, search for "Superjoin". Click on the `Install` button to install Superjoin. **Note:** For the best experience, install Superjoin where there's only a single account logged in the Chrome profile.

Once installed, navigate back to the `Extensions` menu tab in Google Sheets. Launch Superjoin from here. You should now see Superjoin running as a side panel on the right side of your screen.

Navigate to `Sources`, select `Connect to a new source` and search for `Attio`. Connect a New Source

Click on the `Connect` button and follow the on-screen instructions to authorize Superjoin to access your Attio workspace. In case you belong to multiple Attio workspaces, choose the one you want to import the data from. After connecting your account, a data preview window will appear, allowing you to pick an `Object` and apply various `Filters` to refine your data. Once connected, head over to the card below for a detailed guide on importing your data. Step-by-step guide to import data from Attio to Microsoft Excel # Supported Attio Objects Source: https://docs.superjoin.ai/integrations/Attio/supported-objects Attio Objects supported for Importing Data using Superjoin These objects are supported for **importing** into Google Sheets and Microsoft Excel. Two-way sync (syncing changes back to Attio) is not available yet. | Section | Object | Description | | -------------------- | -------------- | -------------------------------------------------------- | | **Standard Objects** | People | Individual people you're engaging with | | | Companies | Organizations you're working with | | | Deals | Sales opportunities | | | Users | Users of your product, linked to people and workspaces | | | Workspaces | Customer workspaces or accounts within your product | | **Custom Objects** | Custom Objects | Any custom object you've defined in your Attio workspace | | **Collaboration** | Lists | Records grouped into Attio lists | | | Notes | Notes attached to your records | | | Tasks | To-do items linked to your records | # How to acquire Freshsales Credentials? Source: https://docs.superjoin.ai/integrations/Freshsales/credentials Proceed with the outlined steps to acquire Freshsales credentials. ## Step-by-step walkthrough: How to obtain Freshsales credentials Click the Profile icon and select Settings. The Personal Settings page appears. Click the `API SETTINGS` tab. You can find the API key provided to you in the field Your API key. Click Copy to copy the key to your clipboard. For more details, use Freshsales Documentation: [https://crmsupport.freshworks.com/en/support/solutions/articles/50000002503-how-to-find-my-api-key-](https://crmsupport.freshworks.com/en/support/solutions/articles/50000002503-how-to-find-my-api-key-) ## Setting up Freshsales Head over to the Freshsales overview page to get a step by step guide to connect. # Connect your Freshsales to Spreadsheets Source: https://docs.superjoin.ai/integrations/Freshsales/overview Seamlessly integrate your Freshsales CRM data into Google Sheets or Microsoft Excel for streamlined sales reporting and analytics. Please note that the Freshsales integration is in beta at the moment. If you face any issues, please reach out to us at [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you asap! ### Why use Superjoin's Google Sheets-Freshsales Integration? We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with. Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing. Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date. Benefit from Google Sheets' collaborative data analysis & other powerful capabilities. ## Step-by-step walkthrough: How to connect Freshsales to Google Sheets. Select `Add-ons` and choose `Get Add-ons`. This action will redirect you to the Google Workspace Marketplace. In the Google Workspace Marketplace pop-up window, search for "Superjoin". Click on `Extensions` from the Google Sheets menu. **Note:** For the best experience, install Superjoin where there's only a single account is logged in the Chrome profile. Once installed, navigate back to the `Extensions` menu tab in Google Sheets. Launch Superjoin from here. You should now see Superjoin running as a side panel on the right side of your screen. Select Freshsales from the list of available data sources. Connect your Freshsales account. Go through all the directions and prompts to connect your Freshsales account to Google Sheets. Now select the objects from the list you want to import from. Select the filters that you want to apply in order to filter down the data that you want to work on. Select the items that you want to sort. Now simply Enter the Limit of rows you want to write on Google Sheet. Now simply click on the "import" button to bring this selected data into your Google Sheets. Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule. This way, you won't need to manually update your Freshsales data in Google Sheets to reflect changes from the source. ### Why use Superjoin's Excel-Freshsales Integration? We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with. Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing. Enjoy one-click refreshes to ensure your sheets are always up to date. Benefit from Microsoft Excel's powerful data analysis & visualization capabilities. ## Step-by-step walkthrough: How to connect Freshsales to Microsoft Excel Click on `Add-ins` on the right side of the Excel toolbar. Click on the searchbar and type "Superjoin". The results would show our add-in under the `More search results` section. Once Superjoin launches as a side panel, just click on `Sign in with Microsoft` and follow the steps to authenticate your Microsoft Office account with Superjoin. You should now see Superjoin running as a side panel on the right side of your screen. To begin, you can navigate to `Queries`, choose to `Create new query`. Navigate to Queries

Navigate to `Sources`, select `Connect to a new source` and search for `Freshsales`. Connect a New Source

Click on the `Connect` button and follow the on-screen instructions to link your Freshsales account. Link Account

After connecting your account, you'll be prompted to select the objects from the list you want to import data from. Select Object

Select the filters that you want to apply to narrow down the data you want to work with. Apply Filters

Select the items that you want to sort your data by. Sort Data

Enter the limit of rows you want to import into your Excel worksheet. Set Limit

Click on the "Import" button to bring your selected Freshsales data into Microsoft Excel. Your data has been imported successfully! You can refresh your data at any time by clicking the refresh button in the Superjoin panel. Refresh Data

##### Hope this guide helped you connect Freshsales to your spreadsheet using Superjoin. ##### If you have any questions or need further assistance, please don't hesitate to reach out to our support team at [support@superjoin.ai](mailto:support@superjoin.ai). Thank you! # Connect your Google Ads to Spreadsheets Source: https://docs.superjoin.ai/integrations/GoogleAds/overview Effortlessly connect your Google Ads data to Google Sheets or Microsoft Excel for unified ads reporting and analysis. ### Why use Superjoin's Google Sheets-Google Ads Integration? We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with. Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing. Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date. Benefit from Google Sheets' collaborative data analysis & other powerful capabilities. ## Step-by-step walkthrough: How to connect Google Ads to Google Sheets.