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Table of Contents

Export Data to Google Workspace

Flourish Software enables you to export data to Google Workspace to populate in Google Sheets

Table of Contents

Flourish Software enables you to export live data to Google Workspace and pull data into a Google Sheet using Flourish's API.

Steps:

  1. Create a Google Sheet to pull data into.
  2. Share your Google Sheet.
    1. Designate what data to pull into the sheet.
    2. Share your Flourish Software External API Credentials with us. Sharing the API Credentials allows us to export from Flourish to your Google Sheet. You can Generate or Reset the External API key if you haven't before.
  3. We will ensure Flourish exports the data to your Google Sheet and answer questions.

Exported Data

Reference the Data points-tabs below to understand what data is available to pull.

  1. Create a Google Sheets spreadsheet.
  2. Decide what data you want to export from Flourish to the sheet. Please see an example in the table below.
  3. Share the Google Sheet with the following emails:
    1. support@flourishsoftware.com - This is going to notify our support team of your request.
    2. googlesheets@flourishsoftware.com - This provides access to our development team to push the data you want to the Google Sheet you shared.
  4. After we populate the data to your Google Sheet, you can manipulate the data in the sheet for your purposes.
    Do not edit the name of the tabs.

Data points-tabs

Every data (API Call) you wish to export to Google Sheets will have its tab in the spreadsheet with the name below:

API Call

Tab Name (case sensitive!) Do not edit the name of the tabs.

Description

GetOutboundOrder

Outbound Order Lines

All open order line data.

GetOutboundOrders

Outbound Orders

All open orders totals (no order line data)

GetInventorySummary

Inventory Summary

Inventory by Item, with the quantity per item.

GetInventory

Inventory

Currently in Inventory (Cannabis and non-cannabis, including LOT#, package ID, etc.)

GetLabTestData

Lab Test Data

All lab test results.

GetItems

Items

All Items data (active and disabled).

GetStrains

Strains

All Strains Data (active and disabled).

GetManufacturingRuns

Manufacturing Run Input And Output

All manufacturing runs (in progress and completed), with inputs and outputs

The import will also create/update a tab called Import Metadata, which will indicate the last time each sheet was refreshed with data, and the duration in seconds required to complete that step of the import.

A Google Sheets spreadsheet named "DataTables" displaying the Import Metadata tab, which logs the status and timing of each exported data tab from Flourish Software.

Important to know

The following data is on the facility level. Please let us know what Facilities you want to export the data below.

  • Inventory Summary
  • Inventory
  • Manufacturing Run Input And Output

The rest of the data exports for all the facilities:

  • Outbound Order Lines
  • Outbound Orders
  • Lab Test Data
  • Items
  • Strains
Outbound Order Lines & Outbound Orders tabs ONLY display 'Active' orders (Created, Partially Allocated & Allocated). Shipped orders will NOT display.
Do not edit the name of the tabs.

How to Share

Share your Google sheet with Flourish Software by following the steps below:

  1. Login to your Google account and locate the sheet you want to share.
  2. Go to File.
  3. Select Share / Share with Others.
    A screenshot of a Google Sheets spreadsheet named "My Data" with the File menu open, showing the Share submenu expanded to reveal two options: "Share with others" and "Publish to…
  4. Add the emails:
    1. support@flourishsoftware.com.
    2. googlesheets@flourishsoftware.com
  5. Keep the access level as 'Editor.'
  6. Ensure "Notify people" is checked The image shows a small Google notification confirmation dialog with a blue checkbox icon and the text "Notify people," indicating that the "Notify people" option has been….
  7. If Google prompts you to add an expiration date, please click "Got It" and do not add an expiration date.
  8. In the Message part, please type (see the example below):
    1. Your name.
    2. Your Company.
    3. Your External API Username and External API Key.
    4. The Facility you want to export
    5. What is the Exported Data you want Flourish to export and update?
      You have to include every detail, as you can see in this example:
      * Keep the access level as 'Editor.'
      * Ensure "Notify people" is checked The image shows a small Google notification confirmation dialog with a blue checkbox icon and the text "Notify people," indicating that the "Notify people" option has been….
    Google Sheets sharing dialog for a spreadsheet titled "My Flourish Software Data," showing the two required Flourish recipient emails (Flourish Software Support and…
  9. Click The image shows a blue "Send" button from the Google Sheets sharing dialog, which users click to submit their share invitation after entering the required recipient emails, access….
  10. Google will acknowledge the following:
    A dark tooltip notification reading "Access updated" appears over a Google Sheets toolbar, confirming that sharing permissions were successfully granted after clicking the Share…

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