Open navigation

How to transfer Supermetrics queries to other users in Google Sheets

Supermetrics queries in Google Sheets are tied to the connection that created them. Use this guide to transfer queries to different connections or manage multiple logins. These steps ensure that your copied sheets use the right access credentials and keep your scheduled updates going.


You can also replace the data source connections to keep the queries running with new credentials on the same Google Sheets file. Learn more about reauthenticating and removing data source connections.


Before you begin

Before transferring queries to a different user, make sure that:

  • The user you're transferring the queries to has been assigned to a Supermetrics for Google Sheets license and has access to the sheet where the queries are or will be moved to. If you can't access the license or the Supermetrics Team Site to assign the license to a different user, contact our support team for help.
  • The user has access to all the data sources and connections in the queries. Learn more about data source permissions.
  • Any scheduled report triggers associated with the queries have been transferred to the new user.

    • If you want to transfer the queries to a different user in an old sheet, transfer the triggers to a different user before transferring the queries.
    • A query's scheduled refresh triggers are removed when you transfer the query to a different user in a different file. If you want to transfer the queries with the triggers to a completely different file, set up new triggers.

To prevent other users from using your access rights to refresh or edit queries, open the Google Sheet with the queries you want to transfer to a different user, then log out from the data sources connected to your credentials. Logging out from the data sources removes your authentication information. Other users that have access to these data sources will be able to refresh the queries using their own access credentials.


Instructions

Transfer queries to a different user

Transfer queries to a different user in the same sheet
  1. The new user should log in to Google Drive and then open the Sheets file that will be transferred to them.
  2. Open the Supermetrics sidebar.
  3. Log in to each data source the queries pull data from. This is so the permissions for this user are set for the next steps. Learn more about logging into data sources with Google Sheets.
  4. Open the SupermetricsQueries tab. (This is hidden by default. Click Extensions → Supermetrics → Manage queries to open it.)
  5. For each query to be transferred, delete the "Query ID" (column A) and “Refresh with user account” (column AU) values in that query's row.
  6. Once all the queries have been prepared, open the sidebar, click the 3-line menu in the top left ( ), and then click Refresh all queries.

If you have more than one login to a data source, first create a new query with the connection you'd like to use:

  1. Create a new query using the needed connection.
  2. Open the SupermetricsQueries tab (if hidden, click Extensions → Supermetrics → Manage queries).
  3. Copy the value in the "Refresh with user account" column (column AU) from the newly created query.
  4. Paste the copied value to all query rows you want to transfer.
  5. For each query to be transferred, delete the "Query ID" (column A) value in that query's row.
  6. Once all the queries have been prepared, open the sidebar, click the 3-line menu in the top left ( ), and click Refresh all queries.

After you refresh, you'll see a new Query ID value in column A. Every time you transfer a query and refresh, verify that the query has a value in column A.

Transfer queries to a different user in a different sheet

The simplest way to transfer your queries is to create a new copy of a report for the account you'd like to transfer the queries to. Learn how to duplicate a Supermetrics report in Google Sheets.


You can also transfer the queries to a different user manually:

  1. Open the new Google Sheets file that you want to transfer the queries to.
  2. Open the Supermetrics sidebar. 
  3. Log in to each data source the queries pull data from.
  4. On the new sheet, create a new query using your connection. 
  5. Open the original Google Sheets file that contains the queries to be transferred.
  6. In both files, open the SupermetricsQueries tab. (This is hidden by default. Click Extensions → Supermetrics → Manage queries to open it.)
  7. In the original Sheet, select and copy the whole rows in the SupermetricsQueries that contain the queries you want to transfer.
  8. Paste these rows into the SupermetricsQueries tab in the new Sheet.
  9. Don't edit any rows above Row 21 in the SupermetricsQueries tab.
  10. Staying in the same tab, delete the values in the Query ID (column A).
  11. Copy the value in the "Refresh with user account" (column AU) from the newly created query. 
  12. Paste the value to all query rows you want to transfer. 
  13. Once all the queries have been prepared, open the sidebar and click the 3-line menu in the top left ( ) and then Refresh all queries.

After you refresh, you'll see a new Query ID in column A. Every time you transfer a query and refresh, verify that it has a value in column A.


Transfer triggers from one user to another

To transfer triggers from another user — or your own old user ID — to the Google Account that you're currently logged in with, transfer the trigger's ownership to yourself in the Google Sheets file.

  1. In the Supermetrics sidebar, navigate to the Schedule tab.
  2. Hover your mouse over the icon next to the trigger you want to transfer. You'll see the trigger's current owner. 
  3. Click Transfer to me to transfer the trigger ownership to your current user account.

The alternative is to read the trigger's properties on the add-on's schedule tab, make a note of its contents, and create copies manually.


Troubleshooting

Query range

If a transferred query fails because it can't get a range for the query, it could be because the new query can't recognize the range for the new data to be written on. Update the query range to solve this issue.


Update query range
  1. Open the SupermetricsQueries tab. If hidden, click Extensions → Supermetrics → Manage queries.
  2. Delete the values in the "Sheet name" (column D) and "Range address" (column E) columns. 
  3. In the "Sheet name" column, add the name of the spreadsheet you want your query to be in.
  4. In the "Range address" column, add the cells you want to have as the query range. It can help to copy this information over from your original spreadsheet, so your query appears in the same location in the new spreadsheet.
  5. Open the sidebar, click the 3-line menu in the top left ( ), and click Refresh all queries to complete the process.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.