Vitally is a customer success platform that empowers businesses to monitor and enhance their customer relationships. It offers tools for tracking engagement, identifying potential churn, and driving proactive customer management through data-driven insights.

Integrating Vitally with Google Sheets allows you to easily analyze customer data, create customized reports, and collaborate with your team in a familiar spreadsheet environment. This connection ensures you have real-time insights into customer success metrics, enabling more informed and timely decision-making.

This blog will compare different connection methods, highlighting why Superjoin is often the best choice for many users.

Best Ways to Connect Vitally to Google Sheets

Method 1: Using Superjoin

Superjoin provides the fastest and easiest way to connect Vitally to Google Sheets without any technical know-how or complex setup processes. Here’s how it works:

Step 1: Click Extensions from the Google Sheets menu. Select Add-ons and choose to Get Add-ons. This will bring you to the Google Workspace Marketplace.

Step 2: Look for Superjoin in the Google Marketplace pop-up window and install the app by following the prompts.

Step 3: Navigate back to the Extensions menu tab and launch Superjoin from there. You should see Superjoin running as a Google Sheets side panel on the right side of your screen. 

Step 4: From Sources, select Vitally from the list.

Step 5: Enter your Subdomain and the API Key of your Vitally account. Once this is done, click on Authorize to allow Superjoin to access your Vitally data.

Step 6: After authorization, you'll see a list of your Vitally properties in the Data Preview Window.

Choose your property and view, then click "Import" to bring the data into Google Sheets.

Step 7: Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule. This way, you won't need to manually update your Vitally data in Google Sheets to reflect changes from the source.

Voila, you've successfully imported your Vitally data to Google Sheets using Superjoin!

It is particularly suitable for users looking for a Vitally to Google Sheets free tool, as Superjoin offers a free tier.

Method 2: Using Zapier

Third-party automation tools like Zapier can also be used to sync Vitally with Google Sheets. Zapier allows you to create Zaps (automated workflows) that can transfer data between the two services.

Steps:

1. Sign up for a Zapier account and create a new Zap.

   
   

2. Set Vitally as the trigger app and select an event, like "New User Added" or "Account Updated."

3. Choose Google Sheets as the action app and configure the action (e.g., create a new row in Google Sheets).

   
   

4. Test and turn on the Zap.

Limitation: Zapier is useful for creating automated workflows, but the available triggers and actions can limit it.

Method 3: Manually Exporting Vitally Data into CSV

The manual method involves exporting data from Vitally as a CSV file and then importing it into Google Sheets. Here’s how it works:

Step 1: Log in to Vitally and navigate to the specific report, dashboard, or data set you want to export.

Step 2: Look for an export option, usually labeled as "Export" or "Download," and select CSV as the file format.

Step 3: Open Google Sheets: Create a new Google Sheet or open an existing one where you want the data to be imported, go to "File" > "Import", and upload the CSV file you exported from Vitally.

Limitations:

This method is straightforward but requires manual updates whenever your data changes in your Vitally account.

Why Choose Superjoin?

In comparison to other methods, Superjoin stands out for several reasons:

• User-Friendly Interface: Designed for non-technical teams, making it accessible for marketing, sales, and business analysts.

• Time Efficiency: Quick data import without the need for complex query writing.

• Automated Updates: Ensures data is always up-to-date with automatic refresh capabilities.

• Integrated Experience: Operates within Google Sheets, providing a seamless workflow.

For users looking for a simple, efficient, and integrated solution to connect Vitally with Google Sheets, Superjoin is a superior choice. It minimizes the need for technical expertise and automates the data import process, allowing you to focus on deriving insights rather than managing data imports.