Google Sheets

There are two ways to get your data into Google Sheets:

• Add every extraction to the same sheet, automatically. Link a Parser Template to a sheet once, and each document you extract with it (from Data Lab, the API or Zapier) is added at the bottom of that sheet.
• Export a Data Lab batch to a new sheet, in one click, whenever you want.

Step 1: Connect your Google account

1. Open Settings and select the Integrations tab, or go to the Integrations section at the bottom of any Parser Template's page.
2. On the Google Sheets row, click Connect.

Screenshot: Settings > Integrations tab, Google Sheets card showing the "Connect" button.

3. You'll be redirected to Google's own sign-in screen. Choose the Google account you want ParserBee to use, then review and click Allow on the permission request.

   ParserBee only asks for access to files it creates in your Drive and sheets you choose for it. It can never see, edit, or delete anything else in your Google account.

4. You'll land back on the page you started from, with Google Sheets now Connected.

Screenshot: Settings > Integrations tab, Google Sheets card showing "Connected as your@email.com".

Step 2: Add every extraction to the same sheet

1. Open the Parser Template (Parser Templates, then click its name) and scroll to the Integrations section at the bottom.
2. On the Google Sheets row, click Set up. (If you have not connected Google yet, click Connect first; you come back to the same page.)
3. Choose where the rows should go:
   • Create a new sheet: ParserBee makes a sheet in your Google Drive with a column for every field.
   • Choose a sheet from Google Drive: pick one of your own sheets. Rows go into its first tab. Columns whose names match your fields are filled, and missing ones are added at the end.
4. Click Save Integration.

From now on, each document you extract with this Parser Template is added as new rows at the bottom of the sheet. Rows work like our Excel export: each list item, such as each invoice line, gets its own row, with the document's details repeated on every row. Only documents you extract after you set this up are added.

The Google Sheets row shows the sheet the rows go to. Click Open to go to it. The ... menu has Change sheet, Pause or Resume, and Remove integration (the sheet and its rows stay in your Drive).

Screenshot: Parser Template page, Integrations section with the Google Sheets row linked to a sheet.

Good to know

• You can move columns around in the sheet; ParserBee finds them by their name in the first row. If you rename a column heading, ParserBee adds a new column with its own name.
• Add a field to your Parser Template and its column is added at the end of the sheet with the next document.
• Picking a sheet gives ParserBee access to that one sheet only. It still cannot see anything else in your Drive.

Step 3: Export a Data Lab batch to a new sheet

1. Go to Data Lab, pick a template, and run a batch extraction as usual.
2. Once at least one document has been extracted, the Export to Google Sheets button lights up next to Export as CSV and Print to PDF.

Screenshot: Data Lab, Extracted Data card showing the Export to Google Sheets button enabled.

3. Click it. ParserBee creates a new spreadsheet in your Google Drive, writes every extracted row into it with a formatted header row, and opens it in a new tab automatically.

Screenshot: The resulting Google Sheet, opened after export.

Note: Every export creates a new spreadsheet. ParserBee never appends to or overwrites a previously exported sheet.

Disconnecting

Go to Settings > Integrations and click Disconnect on the Google Sheets card. This removes ParserBee's access to your Google account, and stops adding rows to any linked sheet. Your sheets stay in your Drive. Connect again to carry on; linked sheets pick up where they left off.