Fulcrum provides two ways to pull your data into Google Sheets. Google Sheets provides a way for its users to collaborate and share data outside of the Fulcrum platform. The platform also provides some ways to visualize your data through its built-in charts capabilities.
Google Sheets function, IMPORTDATA, provides you with the ability to provide a URL to your Fulcurm data and import it into a sheet. You can get a URL of your Fulcrum data via a shared view or through the Query API. The below example will utilize Fulcrum's shared view functionality to create a Google Sheet showing all of the high-priority observations that have been made within Fulcrum.
The first step to making the connection between Fulcrum and Google Sheets is to create a shared view of your Fulcrum data in CSV format. In the below video, we are creating a shared view to only capture the high-priority observations in the Observations app.
Next, you will take the shared view URL and plug that into the IMPORTDATA function within Google Sheets. You will need to allow access to Google Sheets to fetch data from an external source.
Google Sheets now has a live link to your data within Fulcrum which will refresh every hour. This can be updated by updating how often calculations run within your spreadsheet. More information about updating the refresh rate can be found here.