Google Sheets
Pull your workspace data into a spreadsheet for your own analysis
Introduction
Your workspace data can be pushed to a Google Sheet, so you can run your own analysis on cases, companies, individuals and check usage — team throughput, risk assessments, whatever your own reporting needs.
How to use
Go to Settings → Integrations → Configure and click Open Google Sheets. Dotfile generates the spreadsheet.
This video shows how to initiate the integration.
Available data
- Cases, such as id, creation date, last update date, case name, status, risk level and much more.
- Companies, such as registration number, creation date, legal form, country and much more.
- Individuals, such as roles, first name, last name, address, risk level and much more.
- Checks, such as last update date, individual id, company id, status, type and much more.
Refresh frequency
Data is updated every 24 hours.
You can force a refresh from Settings → Integrations → Configure → Update now.
Limitations
Google Sheets caps a file at 10,000,000 cells. Past that, the sync fails and the file comes back empty.
Never write directly in the Google Sheet tabs where the data is imported, otherwise the synchronization will break.
Do not add tabs to the file Dotfile generates either. Pull the data into a second file with =IMPORTRANGE() and build there, as shown in this video.
Updated about 1 month ago