With Google Sheets, every fan who joins your Swap is automatically added to a spreadsheet in your Google Drive, usually within a minute of signing up. It's an easy way to keep your fan list up to date and use it with the other tools you already work with.
ā¹ļø Note: Google Sheets is a Starter Plan feature. It's included in the 14-day trial.
Step 1: Finish Setting Up Your Swap
Connections are the last part of creating a Swap. Before you can open them, complete each step in the left sidebar in order:
Set up
Settings
Reward
What's Next
A green check appears next to each step once it's done. The steps depend on your Swap type. For example, a Poll Swap doesn't have a Reward step.
ā ļø Heads up: You can't skip ahead to Connections. It becomes available after every step has a green check, and you'll need to click it in the sidebar to open it.
Step 2: Turn On Google Sheets
Click Connections in the left sidebar
Find Google Sheets under Export and click the toggle to turn it on
Step 3: Connect Your Google Account
Click Connect Google Account
Choose the Google account you want to use
Review the permissions and click Continue
Your Google account email will now show next to Google Account.
ā¹ļø Note: Grouped can only see and edit the Google Drive files you use with Grouped. It can't access anything else in your Drive.
Want to use a different Google account? Click Replace next to your account email.
Step 4: Choose Where Fans Go
Under Where fans go, choose one of these options:
Create a new sheet: Grouped makes a new sheet in your Google Drive. It's named with today's date and "Grouped fans" by default, and you can change the name before creating it. Click Create.
Connect an existing sheet: Click Choose from Drive, pick any spreadsheet you can edit, including one you made yourself, and click Connect. New signups are added to the sheet without overwriting anything already in it.
Your sheet name will now appear in the Google Sheets card. Click it to open your sheet in Google Sheets.
ā¹ļø Note:
The sheet you choose becomes your account sheet. After that, any Swap you turn on Google Sheets for sends its signups there automatically, so you'll only see these options the first time. Each signup is its own row, labeled with the Swap it came from, so you can sort and filter your fans however you need.
When you connect an existing sheet, Grouped adds a new tab called Grouped and doesn't touch anything else in the file. Your other tabs and data stay exactly as they are.
ā ļø Heads up: If your spreadsheet already has a tab called Grouped, rename that tab or choose a different spreadsheet before connecting. Otherwise, new signups won't be added.
š” Tip: Want a Swap's fans in their own sheet instead? See Use a different sheet for one Swap in Managing Your Google Sheet.
Step 5: Publish Your Swap
Click Publish in the top right. Once your Swap is live, new signups will start showing up in your sheet.
ā¹ļø Note: Once your Google account is connected, any new Swap you create will have Google Sheets turned on automatically.
Turn On Google Sheets for an Existing Swap
Swaps you created before setting up Google Sheets need it turned on one at a time.
From your dashboard, click Swaps under Growth Tools
Find the Swap and click Manage
Scroll to the bottom and click Connections to open it
Click the toggle next to Google Sheets to turn it on
Click Update at the bottom of the page to save
If this is your first time using Google Sheets, you'll connect your Google account and choose a sheet before clicking Update (see Steps 3 and 4 above).
Fans who already joined the Swap will be added to your sheet too, usually within a few minutes.
If Your Plan Changes
If you cancel or your trial ends: Google Sheets pauses. Your sheet stays in your Google Drive as it is, and new signups are still saved in Grouped.
If you rejoin the Starter Plan: Google Sheets picks up where it left off. There's nothing to turn back on, and any signups from while you were off the plan are added to your sheet within a few minutes.
Next Steps
Now that you're connected, check out Managing Your Google Sheet to learn what's in your sheet and how to make changes.
