Create your first flow

Read data from Google Sheets, map it to different fields and insert in a buffer

Praise Magidi avatar
Written by Praise Magidi
Updated over a week ago

To create a Solution, you must access to a Synatic organization. If you do not have access, please contact our support email address at support@synatic.com.

Create a new Solution

Create a new solution to hold your flow by clicking the three menu dots (⋮) adjacent to the Solutions section on the sidebar, and give it a meaningful name and description, then click on the Save button.

For more information relating to Solution, please click on this link Solution.

Create a new Flow

To create a new flow, follow these steps:

1. Create a new flow in your solution by clicking the three menu dots (⋮) adjacent to the new solution name (1).

2. From, there click the Create button > adjacent to your new solution (2) in the sidebar to expand it.

3. Select flow from the options provided to create a new flow (3).

4. Give the flow a meaningful name and then click Save.

Adding Steps to a flow

Once a flow has been created, the steps can be added as you build the flow. This section shows how this can be done. There are a variety of steps that can be added to the system depending on the requirement. For the purposes of this article, we will focus on an Excel Google Sheet, super mapper, and a destination buffer.

Add a Google Sheets step

To add a source step:

1. Click on the highlighted icon as shown in the below image.

The below page will appear. You can select or search for a reader step to start your flow and pull out the source data.

2. Search for the required step by typing the name in the search bar as highlighted in the image below and click on the step. In this example, we are searching for Google Sheets as a source step.

3. Open the required Google Sheet and copy the URL. The system will retrieve the data in the Google Sheet. Below is an example of a Google Sheet used.

4. On the system, under the Spread Sheet ID section, provide the Google Sheet URL (1). The Sheet Name configuration on the Google Sheet Step must have the same name as the Google Sheet (2).

5. Add a connection to the Google Sheet by clicking the button (3) which will open a popup page. Provide a connection name and click the logon button.

6. The logon button will prompt you to authenticate a login on to your Google Sheets and retrieve the data. Save the step and test the connection.

The flow will look as illustrated in the image below. To test a step, click on the highlighted play icon. The test results will be displayed at the bottom of the screen. To get a full view, click on the Full Screen button as indicated in the red.

Add the Super Mapper Step

1. Add the next step by clicking on the highlighted icon as shown below.

The below page shows the different tabs containing steps that are available to use to build your flow. A Super Mapper is used in this example by searching for the step.

2. Click on Add source (1) as shown in the image below and type the desired source field name you want to map.

3. Click on Add Destination (2) as shown in the image below and type the desired destination field name.

4. Link the two fields by clicking and dragging from the left circle to the right circle (an arrow will appear to show that the link has been made) as shown in the image below (3).

5. Save the Step.

Add a destination Buffer Step

1. Add the next step by clicking on the highlighted icon as shown below.

The below image shows the different tabs containing steps that are available to use to build your flow. A Buffer destination step is used in this example.

2. Click on the Buffer destination step.

3. Create Buffer by inputting a name and clicking on the Save Buffer button.

4. Click the Save Step button in the Buffer destination Step.

Running the Flow

1. Click on Execute Flow above the canvas.

2. Click Create Run.

3. Flow will process and send data from Google Sheets, Map it and send it to a Buffer. Once it has completed processing, the status of the run will appear.

Congratulations, you've just made your first Flow with Synatic!

Things to try

  • Change the destination step to something else, for example, a Google Drive destination step or a Dropbox destination step.

  • Play with more of the options in the Excel step to change colors and fonts.

  • Look at some more tutorials to build a few more flows.

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