TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

1. set up Excel File as a source connector (using Auth, or usually an API key)
2. set up Google Sheets as a destination connector
3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Excel File

Excel File is a software application developed by Microsoft that allows users to create, edit, and analyze spreadsheets. It is widely used in businesses, schools, and personal finance to organize and manipulate data. Excel File offers a range of features including formulas, charts, graphs, and pivot tables that enable users to perform complex calculations and data analysis. It also allows users to collaborate on spreadsheets in real-time and share them with others. Excel File is available on multiple platforms including Windows, Mac, and mobile devices, making it a versatile tool for data management and analysis.

What is Google Sheets

Google Sheets is a cloud-based spreadsheet tool that allows users to create, edit, and share spreadsheets online. It is a part of the Google Drive suite of productivity tools and is accessible from any device with an internet connection. Google Sheets offers a range of features that make it a powerful tool for data analysis, project management, and collaboration. Users can create and format spreadsheets, add formulas and functions, and create charts and graphs to visualize data. Google Sheets also allows users to collaborate in real-time, making it easy to work on projects with others. Users can share spreadsheets with specific people or make them public, and can control who has access to edit or view the document. Additionally, Google Sheets integrates with other Google tools such as Google Forms, allowing users to collect data and automatically populate it into a spreadsheet. Overall, Google Sheets is a versatile and user-friendly tool that can be used for a variety of tasks, from simple calculations to complex data analysis.

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Prerequisites

1. A Excel File account to transfer your customer data automatically from.
2. A Google Sheets account.
3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Excel File and Google Sheets, for seamless data migration.

When using Airbyte to move data from Excel File to Google Sheets, it extracts data from Excel File using the source connector, converts it into a format Google Sheets can ingest using the provided schema, and then loads it into Google Sheets via the destination connector. This allows businesses to leverage their Excel File data for advanced analytics and insights within Google Sheets, simplifying the ETL process and saving significant time and resources.

Methods to Move Data From Excel to Google Sheets

• Method 1: Connecting Excel to Google Sheets using Airbyte.
• Method 2: Connecting Excel to Google Sheets manually.

Method 1: Connecting Excel to Google Sheets using Airbyte

Step 1: Set up Excel File as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
2. Click on the "Excel File" source connector and select "Create new connection."
3. In the "Connection Configuration" page, enter a name for your connection and select the version of Excel you are using.
4. Click on "Add Credential" and enter the path to your Excel file in the "File Path" field.
5. If your Excel file is password-protected, enter the password in the "Password" field.
6. Click on "Test" to ensure that the connection is successful.
7. Once the connection is successful, click on "Create Connection" to save your settings.
8. You can now use this connection to extract data from your Excel file and integrate it with other data sources on Airbyte.

Step 2: Set up Google Sheets as a destination connector

1. Go to the Airbyte website and log in to your account.
2. Click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the "Google Sheets" destination connector and click on it.
4. Click on the "Create Destination" button.
5. Enter a name for your destination and click on the "Create" button.
6. You will be redirected to the Google Sheets authorization page. Sign in to your Google account if you haven't already.
7. Click on the "Allow" button to grant Airbyte access to your Google Sheets account.
8. You will be redirected back to the Airbyte website. Select the Google Sheets destination you just created from the list of destinations.
9. Enter the name of the spreadsheet you want to use as your destination and select the worksheet you want to use.
10. Click on the "Test" button to make sure the connection is working properly.
11. If the test is successful, click on the "Save" button to save your destination settings.
12. You can now use the Google Sheets destination connector to transfer data from your source to your Google Sheets destination.

Step 3: Set up a connection to sync your Excel File data to Google Sheets

Once you've successfully connected Excel File as a data source and Google Sheets as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
2. Choose your source: Select Excel File from the dropdown list of your configured sources.
3. Select your destination: Choose Google Sheets from the dropdown list of your configured destinations.
4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
5. Select the data to sync: Choose the specific Excel File objects you want to import data from towards Google Sheets. You can sync all data or select specific tables and fields.
6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Excel File to Google Sheets according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Google Sheets data warehouse is always up-to-date with your Excel File data.

Method 2: Connecting Excel to Google Sheets manually

Moving data from Microsoft Excel to Google Sheets is a straightforward process that doesn't necessarily require any development skills or third-party connectors. Here's a step-by-step guide to help you transfer your data manually:

Step 1: Prepare Your Excel File

1. Open your Excel workbook and make sure that the data is clean and well-organized. Ideally, each column should have a header that describes the data it contains.

2. Check for compatibility issues: Google Sheets supports most Excel functions, but there might be some that don't transfer perfectly. It's a good idea to check Google's documentation for any functions that may not be compatible and adjust your Excel file accordingly.

3. Save your Excel file: Ensure that your Excel file is saved in a location that you can easily access, such as your local hard drive or a cloud storage service that you can access from your web browser.

Step 2: Access Google Sheets

1. Open your web browser and go to the Google Sheets website (https://sheets.google.com).

2. If you're not already signed in, sign in to your Google account.

3. Once you're in Google Sheets, start a new spreadsheet by clicking on the `+` (Blank) option, or open an existing sheet where you want to import the data.

Step 3: Import Data from Excel to Google Sheets

1. In your new or existing Google Sheet, go to the File menu.

2. Select Import from the dropdown menu.

3. In the Import file dialog, you have several options for uploading your Excel file:

• Upload: Drag and drop your Excel file or click the "Select a file from your device" button to upload the Excel file from your computer.
• My Drive: If you have already uploaded the Excel file to your Google Drive, you can select it from here.
• Shared with me: If someone has shared the Excel file with you on Google Drive, you can find it here.
• Recent: If you have recently accessed the Excel file on Google Drive, it may appear in this list.

4. Once you've selected or uploaded your Excel file, you'll see a dialog box with import options:

• Create a new spreadsheet: This will create a new Google Sheet with the imported data.
• Insert new sheet(s): This will add a new tab to the current Google Sheet with the imported data.
• Replace current sheet: This will replace the data in the current sheet with the data from the Excel file.
• Replace spreadsheet: This will replace the entire content of the Google Sheet with the Excel file.

5. Choose the appropriate import option for your needs and click on the Import data button.

Step 4: Verify the Data

1. Once the import process is complete, check the imported data to ensure that everything looks correct. Pay special attention to formulas, formatting, and any special features that may not have transferred perfectly.

2. If there are any issues, you may need to manually adjust the data or formatting in Google Sheets.

Use Cases to transfer your Excel File data to Google Sheets

Integrating data from Excel File to Google Sheets provides several benefits. Here are a few use cases:

1. Advanced Analytics: Google Sheets’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Excel File data, extracting insights that wouldn't be possible within Excel File alone.
2. Data Consolidation: If you're using multiple other sources along with Excel File, syncing to Google Sheets allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
3. Historical Data Analysis: Excel File has limits on historical data. Syncing data to Google Sheets allows for long-term data retention and analysis of historical trends over time.
4. Data Security and Compliance: Google Sheets provides robust data security features. Syncing Excel File data to Google Sheets ensures your data is secured and allows for advanced data governance and compliance management.
5. Scalability: Google Sheets can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Excel File data.
6. Data Science and Machine Learning: By having Excel File data in Google Sheets, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
7. Reporting and Visualization: While Excel File provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Google Sheets, providing more advanced business intelligence options. If you have a Excel File table that needs to be converted to a Google Sheets table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

1. Configure a Excel File account as an Airbyte data source connector.
2. Configure Google Sheets as a data destination connector.
3. Create an Airbyte data pipeline that will automatically be moving data directly from Excel File to Google Sheets after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!