Adaptive Insights and Google Sheets integration + automation

Adaptive Insights and Google Sheets integrations couldn’t be easier with the Tray Platform’s robust Adaptive Insights and Google Sheets connectors, which can connect to any service without the need for separate integration tools.

Integrations

Integrate Adaptive Planning + Google Sheets

Make your financial planning processes hyper-efficient and use data to inform smarter budgeting decisions with robust Google Sheets + Workday Adaptive Planning (formerly Adaptive Insights) integrations on the low-code Tray Platform. Our platform makes it easy for anyone to stand up custom integrations in minutes, without relying on IT. Deeply connect any data source, including flat files (such as CSVs), webhooks, email, and any cloud software—even using data within custom fields.

You’ll need more than just Adaptive Planning + Google Google Sheets connectors to bi-directionally sync any data source at the API level. Our platform lets you seamlessly flow data wherever you need to unlock game-changing, data-driven insights that take your enterprise planning to the next level. Just use our 100% visual, drag-and-drop builder to sync Adaptive Planning, Google Sheets, and any other tool in your tech stack.

And why stop with integrations? Our platform also empowers you to craft dynamic, multi-step automated workflows that help your teams take full control of their finance processes. Now, you can use Google Sheets + Adaptive Planning automation to unsilo your enterprise planning and spreadsheets data, boost alignment, and drive productivity.

Automation

Automate Adaptive Planning + Google Sheets

Build any type of automated workflow to deeply connect any combination of applications in your tech stack and unlock the full power of your enterprise planning and spreadsheets software. Our platform lets any business user, whether they work in finance, supply chain management, HR, marketing, sales, revenue operations, or any other department, quickly build Adaptive Planning + Google Sheets automation.

Now, you can sync spreadsheets and enterprise planning data to drive smarter planning, modeling, budgeting, and forecasting. You can accelerate knowledge-sharing throughout your organization by connecting tools across your tech stack. Or, you can streamline collaboration by ensuring your teams are always working from a single source of truth.

We offer a full suite of pre-built connectors, data helpers, custom logic operators so you can create customized automation to fit your exact business needs. Kick off any operation based on any trigger. Connect Google Sheets, Adaptive Planning, and any other business-critical tool, including your CRM, ERP, marketing automation platform, e-commerce software, accounting software, HR platform, helpdesk, internal chat tool, customer data platform, and more.

Use cases

Supercharge your enterprise planning

Business users love the Tray Platform’s ease-of-use for quickly integrating any go-to application. Power users also rely on the Tray Platform to handle massive data jobs touching billions of records daily. And our elastic, serverless architecture ensures your workflows will always scale automatically with your evolving data needs.

Elevate your enterprise planning and spreadsheets processes with advanced Adaptive Planning + Google Sheets automation. Need to rapidly integrate P&L statements with balance sheets and cash flow projections by flowing Google Sheets data into Workday? Need to streamline and simplify global financial planning by unifying financial data from sources across your tech stack? Need to always have an accurate, real-time view of cash flow for the entire enterprise by piping payroll, ERP, accounting, and other data into your spreadsheets tool? The Tray Platform can automate any use case since we connect with any of your favorite tools, including Salesforce, Slack, HubSpot, Marketo, Power BI, Zendesk, Jira, Asana, Trello, Outlook, and many more.

IT experts trust us because of our enterprise-grade security. We are SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.

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Adaptive Insights and Google Sheets Connector Details

Adaptive Insights

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeTray Connector

Operations

Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account

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Google Sheets

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UsesAll

CategoryProject Management

Connector TypeTray Connector

Operations

List worksheetsRaw HTTP request (advanced)Add values to spreadsheetCreate column headers for sheetCreate empty column or rowCreate rowCreate spreadsheetCreate worksheetDelete columnDelete worksheetGet row by indexGet spreadsheet details

View documentation

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance