05.06.2024
521

Google Sheets and PeopleForce Integration: Automatic Creation of Tasks

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~12 min

Google Sheets is a cloud service for working with tables that helps organize, analyze, and control data in business processes. PeopleForce is an integrated HRM system designed to optimize HR management and recruitment, equipped with the latest tools and functions. If you actively use both of these systems, you will likely be interested in the possibility of increasing their efficiency and speed. One way to achieve this goal is to automate data transfer between systems using our online connector, ApiX-Drive. In our article, you will learn how to perform Google Sheets and PeopleForce integration to switch the data transfer process to automatic mode.

Content:
1. Why Automate Data Transfer from Google Sheets to PeopleForce
2. How to Integrate Google Sheets and PeopleForce
3. Setting up the Data Source – Google Sheets
4. Setting up the Data Receiver – PeopleForce
5. Setting up Auto-update
6. What Do You Get?
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Why Automate Data Transfer from Google Sheets to PeopleForce

Main advantages of automation:

  • Minimizing errors. Manual data transfer sometimes leads to errors (missing numbers in phone numbers, missing characters in email addresses), which can cost you the loss of the best candidate.
  • Fast processing of applicant data. All information is transmitted instantly and simultaneously, which significantly speeds up the process.
  • Non-stop work. The automated system operates around the clock, without breaks or weekends.
  • Freeing HR specialists from routine. HR managers can concentrate on more important and creative tasks.
  • Save time. Hours previously spent manually transferring data can now be used more productively.
  • Increased overall productivity. Automation allows you to complete more transactions in less time, increasing the efficiency of your entire business.

After successfully setting up PeopleForce and Google Sheets integration using the ApiX-Drive online connector, you will immediately be convinced of the reality of its advantages. Each new entry in the table (for example, personal data of candidates) will be automatically transferred to the HRM system in the form of a task. This will save you from having to manually enter a lot of potential employees' personal information, including their names, phone numbers, and email addresses. This approach will allow you to not only improve your efficiency but also provide candidates with a better experience and a faster response. As a result, you will be able to outperform competitors who have not yet automated their recruiting processes.

Google Sheets and PeopleForce integration | The personal data of potential employee
Google Sheets and PeopleForce integration | Result of connecting

How to Integrate Google Sheets and PeopleForce

Setting up Google Sheets + PeopleForce integration does not require any special programming or API knowledge. ApiX-Drive will handle all the necessary actions for you. The service has an intuitive interface and a simple algorithm of use that will allow you to complete the process in just a few minutes. Instructions in video and text format, prepared by our team, will help you navigate through this process easily and quickly.

We recommend that you start by registering on the website apix-drive.com, as further actions will not be possible without it. Already registered? Great! Then you can proceed directly to PeopleForce + Google Sheets integration.

Setting up the Data Source – Google Sheets

To set up the Google Sheets integration with PeopleForce, create a new connection. Press the green button.

Google Sheets and PeopleForce integration | Create a new connection


Select the data source system. It is Google Sheets. Click “Continue”.

Google Sheets and PeopleForce integration | Select the data source system


Choose the action "Get Rows New". Click “Continue”.

Google Sheets and PeopleForce integration | Choose the action "Get Rows New"


Connect your personal Google Sheets account to ApiX-Drive. Press the blue button.

Google Sheets and PeopleForce integration | Connect your personal Google Sheets account to ApiX-Drive


Specify the login of your Google account. Click “Next”.

Google Sheets and PeopleForce integration | Specify the login of your Google account


Enter the password of your Google account. Click “Next”.

Google Sheets and PeopleForce integration | Enter the password of your Google account


Be sure to check all access boxes. Click “Continue”.

Google Sheets and PeopleForce integration | Be sure to check all access boxes


When the connected account appears in the list of active accounts, select it and click “Continue”.

Google Sheets and PeopleForce integration | Select the connected account


Choose the file and sheet from which we will receive new lines.

Google Sheets and PeopleForce integration | Choose the file and sheet


Select the row number from which you want to start uploading data. Then, click “Edit and continue”.

Google Sheets and PeopleForce integration | Select the row number from which you want to start uploading data


Here, you can set up a data filter. For our task, there is no need for this, so only click “Continue”.

Google Sheets and PeopleForce integration | Click “Continue”


Now, you see the data that is in the selected row of Google Sheets. If everything is correct, click "Continue".

Google Sheets and PeopleForce integration | The data that is in the selected row of Google Sheets


At this point, setting up the Google Sheets data source has been successfully completed.

Setting up the Data Receiver – PeopleForce

To set up the PeopleForce integration with Google Sheets, click on the green button.

Google Sheets and PeopleForce integration | Click on the green button


Select the system "PeopleForce". Click “Continue”.

Google Sheets and PeopleForce integration | Select the system "PeopleForce"


Choose an action “Create TASK”. Click “Continue”.

Google Sheets and PeopleForce integration | Choose an action “Create TASK”


Connect your personal PeopleForce account to ApiX-Drive. Press the blue button.

Google Sheets and PeopleForce integration | Connect your personal PeopleForce account to ApiX-Drive


In this window, you have to specify the API key.

Google Sheets and PeopleForce integration | In this window, you have to specify the API key


To get it, go to the settings of your PeopleForce personal account.

Google Sheets and PeopleForce integration | Go to the settings of your PeopleForce personal account


Find the “API key” section.

Google Sheets and PeopleForce integration | Find the “API key” section


Click “Generate”.

Google Sheets and PeopleForce integration | Click “Generate”


Specify a name for the new key. Click “Save”.

Google Sheets and PeopleForce integration | Specify a name for the new key


Copy the API key.

Google Sheets and PeopleForce integration | Copy the API key


Paste the API key into the appropriate field in the ApiX-Drive system. When everything is filled out, click "Continue".

Google Sheets and PeopleForce integration | Paste the API key into the appropriate field in the ApiX-Drive system


When the connected login appears in the list of active accounts, select it and click “Continue”.

Google Sheets and PeopleForce integration | Select the connected login


Specify the employee ID.

Google Sheets and PeopleForce integration | Specify the employee ID


To get it, go to the “Directory” section in your PeopleForce personal account.

Google Sheets and PeopleForce integration | Go to the “Directory” section in your PeopleForce personal account


Click on the employee’s name.

Google Sheets and PeopleForce integration | Click on the employee’s name


Copy the ID from the address bar.

Google Sheets and PeopleForce integration | Copy the ID from the address bar


Paste the ID into the appropriate field in the ApiX-Drive system.

Google Sheets and PeopleForce integration | Paste the ID into the appropriate field in the ApiX-Drive system


Here, you see the PeopleForce fields for adding a new candidate. In these fields, you can assign variables from Google Sheets. To do this, place the cursor on the field and select the one you need from the drop-down list.

Google Sheets and PeopleForce integration | Select variables from the drop-down list


Also, you can enter some notes manually.

Google Sheets and PeopleForce integration | You can enter some notes manually


When the required fields are filled in, click “Edit and continue”.

Google Sheets and PeopleForce integration | Click “Edit and continue”


Now, you see an example of the data that will be sent to PeopleForce as new candidates for each new row from Google Sheets. If you are not satisfied with something, click “Edit” and go back a step. To check the correctness of settings, click “Send test data to PeopleForce”.

Google Sheets and PeopleForce integration | Click “Edit” or “Send test data to PeopleForce”


After successful sending, go to the “Tasks” section in PeopleForce and check the result.

Google Sheets and PeopleForce integration | Go to the “Tasks” section and check the result


If you are satisfied with everything, return to ApiX-Drive and continue setting up.

Google Sheets and PeopleForce integration | Return to ApiX-Drive and continue setting up


This completes the configuration of PeopleForce as a data destination.

Setting up Auto-update

In order for data transfer to occur automatically, configure auto-update. Click on the green button “Enable update”.

Google Sheets and PeopleForce integration | Click on the green button “Enable update”


Click on the gear button.

Google Sheets and PeopleForce integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. Moreover, here you can edit the name of the connection and add it to the appropriate group. Click “Continue”.

Google Sheets and PeopleForce integration | Select the interval for the operation of the connection


That's all. Integration was completed. Congratulations!

What Do You Get?

Using ApiX-Drive to automate the transfer of job seekers data is an innovative method for improving workflows. This tool does not require programming knowledge and allows even users with limited experience to develop efficient automated processes. By setting up Google Sheets & PeopleForce integration according to our instructions and activating automatic updates, you will ensure the continuous operation of these systems. You have probably already appreciated its results – the automatic transfer of applicants' data.

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PeopleForce & Google Sheets integration will save you from monotonous and tedious manual work. You or your colleagues will no longer have to worry about transferring applicant data to vacancies yourselves. The process will be fully automated using the ApiX-Drive online connector. In the meantime, you can focus on improving your candidate experience, mastering new recruiting strategies, and other important aspects that will elevate your HR business.

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