How to Seamlessly Integrate Data with DataMateApp

DataMate App Quick Start Guide

Welcome to DataMateApp! This guide will help you quickly get started with the basic and advanced functions of managing your data within Google Sheets. Here's how to leverage DataMateApp for efficient data integration and management:

Step 1: Adding Data

Initialize Your Data:

• For a New Spreadsheet:
  1. Open a new Google Sheet.
  2. Enter or paste your data into cells A3:Q48 on the sheet named Sheet1. Note: Data entry is limited to this range. Ensure all cells containing text or data are merged and the DataMate add-on is active.
• For an Existing Spreadsheet:
  1. Ensure one of your sheets is named Sheet1 and contains the data you wish to manage in the range A3:Q48.
• Create a New Dataset:
  • From the DataMate menu, select New Dataset. This action prepares your spreadsheet with specialized sheets for data management.

Step 2: Setting Up the Log Table

Track Your Records:

• Navigate to the Input sheet.
• For each of the 12 possible log fields:
  1. Click on the cell labeled Log 1 (or subsequent logs), type =, then select the cell containing the lable of your unique identifier (like Invoice Number). Press Enter.
  2. In the cell below each Log label (e.g., below Log 1), enter = and select the corresponding data cell. Press Enter.
• This setup allows you to track different aspects of your records through logs.

Step 3: Managing Your Data

Save, View, Print, and Update:

• Save Data:
  • Click Save Record from the DataMate menu to save your current data entry to the Data sheet and switch to the View_Print sheet for immediate review.
• Viewing Records:
  • On the View_Print sheet, use the dropdown in cell B2 to select and view any record you've saved.
• Updating Records:
  • Navigate to the Update sheet where you can enter new or modified information for any record. Saved updates will reflect in your data.
• Printing:
  • Go to File > Print, and select Print Current Selection for a focused print of your data.
• Resetting Input:
  • Use Reset Input to refresh the Input sheet with the current data from Sheet1. If changes are made directly to Sheet1, use Reset View_Print to update the view accordingly.

Adding Contacts

Contact Management:

• Import Contacts:
  1. Export your contacts from Gmail™ or Outlook™ to an Outlook CSV file.
  2. For more information see Address Block Help.
• Utilize Address Block:
  • On the Address sheet, use the Name dropdown to select a contact. This feature allows you to quickly populate address information or other contact details into your forms or spreadsheets.

Note: DataMateApp is designed to grow with your needs, offering a flexible framework where sheets like Input, Data, View_Print, Update, and Log can be customized or extended for various data management scenarios.