To add new data to a population powered by a Google Sheet, you will first need to upload the new Google Sheet data.
This is similar to how you would normally upload data from a Google Sheet, but there is one important difference to keep in mind: you must select an existing Google Sheet to Add Data.
The file is used to create your population, so when you add data to that file, it will be automatically added to any populations that are based on that file.
Here are step-by-step instructions for how to Map AE Data within your existing Google Sheets.
1. Navigate to Data Sources in your Account Menu
2. Select the toggle next to "Google Sheets” and choose the file you'd like to update. Then, click "Add Data".
3. Follow the rest of the instructions for uploading Google Sheets and the data will be added to the file that you select.
The "Map Columns" module will ensure the data headers in all Google Sheets are aligned
Map columns for previously uploaded data
If you didn't originally map your Account Executive information upon upload, you can do so with the "Map Columns" button next to "Add Data."
Even if the headers of these fields differ upon upload, mapping the columns streamlines the Account Executive information so it displays consistently in your account, and when sharing with partners. In the below example, the headers include "Account Executive Email" in one file, and "AE Email" in the second file. Mapping the two accordingly simplifies the display in Crossbeam.
Viewing the additional data
Woohoo! Now that you added new data from your Google Sheet, the population will include your new data to support on-going co-selling, deal association and collaborations.