We need to automatically pull data into Google Sheets

Project description

We need to automatically pull data into google sheets:

- Basic like deal title​,​ organization​,​ owner​,​ and some other custom fields

- Payment schedule - data about payments assigned to the deal:

(please check the image)

The data can be collected in the "raw data" tab​,​ but it must be collected in such a form that it is not difficult to display it in another tab in the layout:

(please check the image)

This data will be the basis for issuing an invoice for the given month.

At the moment this is completed manually for each month and added from the top of the sheet in the layout as above.

Project scope

Data import automation (Basic like deal title, organization, owner, and some other custom fields)
Data import automation (data about payments assigned to the deal)

Required software

  • Google Docs
  • Other
  • Pipedrive

Skills

  • 3rd party integrations
  • API

Related images

We need to automatically pull data into Google Sheets

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