How to integrate Google Sheets with Wrike to create a task in Wrike when a row is added in Google Sheets

Do you feel that "managing data with Google Sheets is fine, but registering tasks is cumbersome"? Google Sheets is often used in recruitment and sales activities, but manually transferring data to a task management tool can be challenging.

The solution to this problem is the integration of Google Sheets and Wrike using Yoom. By simply adding a new row to Google Sheets, tasks are automatically generated in Wrike. This reduces the burden of manual input and allows work to proceed smoothly. Additionally, it enhances the efficiency of information sharing among teams, which is a significant advantage.

This article provides a clear explanation of how to set up the integration between Google Sheets and Wrike using Yoom. Please use it as a reference.

Recommended for

Those who feel challenged by information management using spreadsheets in recruitment or sales activities
Those who want to achieve smooth information sharing and task progress among teams using multiple tools
Those who want to efficiently utilize the vast data in Google Sheets for project management
Those who spend a lot of time on manual task registration and are exploring automation for efficiency

Benefits and Examples of Integrating Google Sheets and Wrike

Benefit 1: Simplify Task Creation in Daily Operations

The feature that automatically generates tasks in Wrike by simply adding a row to Google Sheets is ideal for improving daily work efficiency. It is particularly useful in scenarios where short-term tasks are frequently created, such as in recruitment or sales activities.

For example, when a recruiter adds a candidate list to Google Sheets, tasks like "Interview Preparation" or "Document Review" are automatically generated in Wrike. Similarly, when a sales team registers new customer information in Google Sheets, tasks like "Initial Follow-up" or "Draft Contract" are immediately reflected in Wrike.

This automation eliminates the need for manual task registration, reducing the risk of task omissions. In operations involving multiple people, information centralization progresses, reducing discrepancies in team recognition. The ability to create tasks in a short time is expected to improve the efficiency of daily operations.

Benefit 2: Efficiently Manage Projects by Bulk Tasking Large Data

The ability to bulk task large amounts of data managed in Google Sheets in Wrike is essential for efficiently managing large-scale projects. This mechanism is particularly effective in scenarios where there is a large amount of data that needs to be distributed into tasks in a short period. It is particularly useful in scenarios where short-term tasks are frequently created, such as in recruitment or sales activities.

For example, if a marketing team creates a campaign list in Google Sheets, importing it into Wrike generates over 100 tasks at once. Similarly, if an event management team manages multiple venue information in a spreadsheet and imports it into Wrike, tasks like "Setup," "Progress Check," and "Dismantling" can be quickly assigned to all members.

By bulk tasking in this way, the time spent on manual input is significantly reduced, and input errors are prevented. Additionally, since the progress of each task can be centrally managed, smooth progress of large-scale projects is expected. It will be a powerful support for advancing complex operations quickly and accurately.

Benefit 3: Connect Information Between Teams

Utilizing app integration makes it easy to connect teams using different tools. By tasking Google Sheets data in Wrike, information can be smoothly bridged.

For example, if a sales team lists client information in Google Sheets and it is shared as tasks like "Follow-up" or "Contract Preparation" in Wrike, this kind of integration reduces discrepancies in recognition between teams using different business tools. This mechanism is expected to ultimately facilitate the centralization of task progress.

How to Create a Flow for Integrating Google Sheets and Wrike

From here, let's integrate Google Sheets and Wrike using Yoom.
The flow to be set up this time is "Create a task in Wrike when a row is added in Google Sheets."

The general flow of the setup is as follows:

Integrate Yoom with Google Sheets and Wrike as My Apps
Copy the template
Detailed flow settings
Turn on the trigger to improve work efficiency!

You can set it up without difficult programming knowledge.

Let's start with the preparation before integration.

[What is Yoom]

Step 1: Integrate Google Sheets and Wrike as My Apps

First, set up the integration of Google Sheets and Wrike as My Apps in Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When you click "New App Connection," a search window will appear, so search for Google Sheets and Wrike respectively.

Google Sheets My App Integration

Click "Sign in with Google," and a screen to select your Google account will appear. Choose the one you want to integrate.

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Select the account → Log in to Yoom "Next" → Yoom requests access to your Google account "Continue" to complete the My App integration.

Also, prepare the sheet to be used in advance for this flow.
The sheet prepared in advance this time is as follows.

A "Unique Key (which does not overlap with other rows)" in column A is necessary for the setup, so be sure to create it on the sheet.

Wrike My App Integration

After searching for Wrike, a login screen will appear. Enter your information.
Next, allow integration with Yoom.

Click "Authorize" on the above screen to complete the integration.
Make sure it has been added to the My Apps list.

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If you can confirm the same for Google Sheets, the My App integration is complete.
Next, proceed to the flow settings, so copy the template from the banner below.

Step 2: Set Up App Trigger

The initial setting is "When a row is added".
On the first page, you will find the account information of the Google Spreadsheet that has been integrated with My App.

You can change the title to something more understandable for future reference.
Once you have confirmed the account information, click "Next".

On the next page, you will set the trigger activation interval.

The trigger activation interval can be set between 5 and 60 minutes.
Please note that some options may not be available depending on your plan.

Select the Spreadsheet ID and Sheet ID from the options, enter the table range, and set the column with unique values.
Unique values = unique key, so please select the column that "does not overlap with other rows in the same column" as explained in My App integration.

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In this case, since serial numbers are entered in column A, that column is set as the column with unique values.
After entering the required fields, input data into the specified sheet for testing and click "Test".

If the test is successful, you can obtain the output.

The values entered in each field can be obtained as output values.
Every time a row is entered in Google Spreadsheet, the output is obtained, and the values that can be obtained change each time.

Once you have confirmed up to this point, click "Save" to complete the app trigger setup.

Step 3: Set Up for Task Creation

Next is the setup for "Create Task".
Similar to Google Spreadsheet, on the first page, confirm the account information and modify the title before proceeding.

Next, set the details of the task to be added to Wrike.

Reflect the title from the output and select the folder ID from the options.
The output settings are simply selecting each item as shown in the image below.

By utilizing the output, the content added to Wrike changes according to the content obtained from Google Spreadsheet.

Once you have set the necessary fields, click "Test".

If the test is successful, it will be added to Wrike as shown in the image above.
Once confirmed, click "Save" to complete the setup.

Step 4: Set Up Google Spreadsheet Record Update

The final setting is "Update Record".
This setting is for the flow "When a row is updated" rather than "When a row is added".

On the first page, after confirming the account information and modifying the title, enter the information of the database to be linked (to update the record).

Once you have entered each field, proceed to the next step.
On the next page, configure the detailed settings for record updates.

The sections that match the specified conditions will be automatically updated.
In the case of the image above, the "Task ID" is automatically added to the row where the unique key matches the "unique key" obtained from the output.

Once you have entered the information, click "Test".
The value has been added to the Task ID field of the specified sheet.

This completes all the settings.
Finally, turn on the trigger to activate the flow.

The flow is now operational.
The template set up this time is as follows.

Other Automation Examples Using Google Sheets and Wrike

Streamline Client Information Registration and Updates by Integrating Google Sheets with Freee Accounting

This flow automatically registers or updates client information in Freee Accounting when a new row is added or updated in Google Sheets. This helps prevent manual input errors and is expected to significantly improve work efficiency. Additionally, since data is reflected in real-time, accurate information management is anticipated.

Promote Information Sharing Among Teams with Slack Notifications for Wrike Tasks

When a task is registered in Wrike, a notification is automatically sent via Slack. This allows the entire team to immediately understand the progress of tasks, facilitating smooth communication. It is especially effective in preventing task omissions and ensuring the smooth progress of projects.

Summary

By using Yoom, you can integrate Google Sheets and Wrike to streamline task creation and information sharing. No programming is required, and you can complete the setup simply by following the steps. It is expected to reduce manual work and facilitate smooth business operations.

Additionally, Yoom supports integration with other tools, making it useful for improving efficiency across a wide range of tasks. Why not start with a free registration and take the first step towards business improvement? Your way of working will become even more comfortable.