Documentation

Using Elastic.io to Sync Object Data with Google Sheets

Available 7.4+

You can use Liferay Objects with data integration tools to create automated tasks for syncing Object data with external services. These tasks are triggered using webhooks and can connect to Google applications, Microsoft Office, and more.

Here you’ll learn how to use webhooks to trigger sync tasks between Liferay Objects and Google Sheets using Elastic.io. Syncing your data in this way requires an Elastic.io account, Google Spreadsheet, and active DXP 7.4 instance. The DXP instance must also have a published Object with the desired fields for sending or receiving data to the Google Spreadsheet.

Syncing Object Data to a Google Sheet

Follow these steps to sync Object data to a Google Sheet:

  1. Sign in to Elastic.io, navigate to the Integrate page, and click Flows.

    Navigate to the Integrate page, and click Flow.

  2. Click Add New Flow.

    Add a new flow.

  3. Click Add the Initial Trigger.

    Add the initial trigger.

  4. For the Trigger, select the Webhook component.

    Search for and select Webhook.

  5. Copy the generated Webhook URL.

    Copy the generated Webhook URL.

  6. In your Liferay instance, use the copied URL to define an Object action that sends a request to the webhook endpoint whenever a new Object entry is added.

    Define an action that sends a request to the webhook endpoint whenever an entry is added.

  7. Add a test Object entry to trigger the webhook.

    This allows the Webhook component to determine the Object’s data structure automatically.

  8. Click the Send Sample Request button.

    Click the Send Sample Request button.

  9. Verify the test successfully determined the Object’s data structure. If the data sent to the webhook URL is found, the step will show it was successful.

    Verify the test was successful.

  10. Click Add New Action.

    Add a new action.

  11. For the Action, select the Google Sheets component.

    Select the Google Sheets component.

  12. Select the Add Spreadsheet Row function.

    Select the Add Spreadsheet Row function.

  13. Select the desired Spreadsheet and Worksheet to sync with the Object.

    Select the desired Spreadsheet and sheet to sync with the Object.

  14. Indicate whether the selected Sheet includes headers.

    Indicate whether the selected Sheet includes headers.

  15. Map the Sheet’s columns to data fields in the Object’s structure.

    Map the Sheet's columns to Object fields.

  16. Click the Retrieve Sample from Google Spreadsheet button.

    Click the Retrieve Sample from Google Spreadsheet button.

  17. Verify the test was successful.

    Verify the test was successful.

  18. Click Publish Draft.

    Click Publish Draft.

  19. Click Start Flow to activate the new flow.

    Click Start Flow.