Sometimes it's helpful to supplement existing People data with data from a Google Sheet.
Google Sheets produces links that are hard to guess, but are not secured in any other way.
For this reason we do not recommend storing sensitive data for a longer period of time. Ideally, you should manually refresh the integration in Trelica and then remove it from the Google Sheet. Google republishes every 5 minutes.
If data is removed from the sheet, Trelica deliberately does not remove employees from Trelica when it resynchs.
We recommend leaving the headers in your sheet and you can then use this as a way to paste in data into the sheet, refresh the integration, and then remove it.
This way you can quickly update or add new people.
First publish your sheet by going to Share > Publish to web:
Choose Comma-separated values (.csv) as the format, select the sheet to publish and optionally check Automatically republish when changes are made:
Do not check Restrict access to the following.
You will then be shown the published URL which you will need to cut and paste into Trelica:
Trelica will synchronise the following column names:
|Full Name, Employee Name
|Office, Place of Employment, Work Address
|Hire Date, Date of Employment
|Termination Date, Termination
|Type, Employee Type
|Line Manager Email
Trelica accepts different capitalization or spacing.
Please ensure that dates are formatted as
dd mmm yyyy, e.g. 2023-02-19 or 19 Feb 2023.
Go to Format > Number > Custom date and time: