Import actuals for custom lines from Google Sheets

You can now import any data via a Google Sheet within Actuals. This is perfect for data that isn't in the general ledger, but is a key performance indicator for your business.

Click here for the Google Sheet Template

Connect your Google Sheet

  1. First, create your Google Sheet

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2. Connect Jirav to your Google Sheet from the Actuals tab

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3. Select your sheet. Now your sheet is connected. 

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4. To import the Google Sheet data, click import

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Setup custom lines to track the data in your Google Sheet

  1. To create custom lines, go to Setup (far right of the app underneath your company name).

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2. Add custom lines to pull data from your Google Sheet

3. Names must match exactly to the names in your Google Sheet.

Visualize your Google Sheet data

  1. Add a tile to your dashboard to show the custom lines from your Excel Sheet
  2. Add the custom lines in your Executive Summary

Tip: Using Zapier with Google Sheets opens up a whole world of possibilities.