wholesale_script_sharing_guide

Sharing Apps Script & Setup Instructions

How to Share the Apps Script

Method 1: Share the Google Sheet (Easiest)

The Apps Script is embedded in the Google Sheet, so sharing the sheet shares the script.

1. In your Google Sheet:

   • Click Share (top right)
   • Add the person’s email
   • Give them Editor access (needed to run scripts)
   • Click Send

2. They will:

   • Receive access to the sheet
   • Have access to the script automatically
   • Need to set up their own trigger (see below)

Method 2: Export/Import Script (If Needed)

If you want to share just the script code:

1. Export:

   • Extensions → Apps Script
   • File → Download → .gs file
   • Share the downloaded file

2. Import:

   • They create a new Google Sheet
   • Extensions → Apps Script
   • File → New → Script file
   • Paste the code
   • Save

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Setup Steps in the Google Sheet

Step 1: Verify Sheet Names

Make sure these sheets exist with exact names:

• ✅ Wholesale Customers Data - From Snowflake (source)
• ✅ Report - All Wholesale Customers (destination)

To check:

• Look at the sheet tabs at the bottom
• Names must match exactly (case-sensitive, including spaces)

Step 2: Set Up Headers in Report Sheet

1. Go to “Report - All Wholesale Customers” sheet
2. Row 1 should have headers:
   • Copy headers from “Wholesale Customers Data - From Snowflake” sheet
   • Or manually add: Customer ID, Email, Full Name, Phone, Company Name, etc.
3. Headers should be static text (not formulas)

Step 3: Verify Script is Installed

1. Extensions → Apps Script
2. Verify the code is there:
   • Should see copyWholesaleData() function
   • Should see setupDailyTrigger() function
   • Should see manualCopy() function

Step 4: Set Up Daily Trigger

Option A: Using the Setup Function (Easiest)

1. In Apps Script editor:
   • Select setupDailyTrigger from function dropdown
   • Click Run (▶️)
   • Authorize permissions when prompted
   • You’ll see: “Daily trigger set up! Data will copy automatically at 6 AM.”

Option B: Manual Trigger Setup

1. In Apps Script editor:
   • Click Triggers icon (⏰) in left sidebar
   • Click + Add Trigger (bottom right)
   • Configure:
     • Function to run: copyWholesaleData
     • Event source: Time-driven
     • Type: Day timer
     • Time: 6am to 7am (or your preferred time)
   • Click Save
   • Authorize permissions

Step 5: Test the Script

1. Run manually to test:

   • In Apps Script: Select manualCopy function
   • Click Run (▶️)
   • Authorize if prompted

2. Check the result:

   • Go to “Report - All Wholesale Customers” sheet
   • Data should appear starting from row 2
   • Headers in row 1 should remain unchanged

Step 6: Add Filters (Optional)

Once data is copied:

1. Select row 1 (headers)
2. Data → Create a filter
3. Filters will work normally (no formula conflicts!)

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For the Person Receiving the Script

First-Time Setup Checklist

• Access the Google Sheet (shared with them)
• Verify sheet names match:
  • Wholesale Customers Data - From Snowflake exists
  • Report - All Wholesale Customers exists
• Check headers in Report sheet:
  • Row 1 has column headers (static text)
• Open Apps Script:
  • Extensions → Apps Script
  • Verify code is present
• Set up trigger:
  • Run setupDailyTrigger() function
  • OR manually add trigger via Triggers sidebar
• Test the script:
  • Run manualCopy() function
  • Verify data copies correctly
• Verify automatic run:
  • Check trigger is set (Triggers sidebar)
  • Wait for scheduled time or test manually

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Sharing Checklist

Before Sharing

• Script code is saved in Apps Script
• Sheet names are correct
• Headers are set up in Report sheet
• Script has been tested and works

When Sharing

• Share Google Sheet with Editor access
• Provide these instructions to the recipient
• Let them know they need to:
  • Set up their own trigger (one-time)
  • Authorize permissions (one-time)

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Permissions & Authorization

What Permissions Are Needed

The script needs:

• ✅ Read access to source sheet
• ✅ Write access to destination sheet
• ✅ Access to Google Sheets API

Authorization Process

1. First time running script:

   • Google will prompt for authorization
   • Click “Review permissions”
   • Choose your account
   • Click “Advanced” → “Go to [Project Name] (unsafe)”
   • Click “Allow”

2. Why “unsafe”:

   • Google shows this for unverified apps
   • It’s safe if you trust the code
   • Your script is private to your organization

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Troubleshooting for Recipients

”Sheet not found” Error

Problem: Script can’t find source or destination sheet

Solution:

• Verify sheet names match exactly
• Check for typos or extra spaces
• Sheet names are case-sensitive

”Permission denied” Error

Problem: Script doesn’t have access

Solution:

• Ensure they have Editor access to the sheet
• Re-authorize permissions
• Check trigger is set up correctly

Trigger Not Running

Problem: Daily copy isn’t happening

Solution:

• Check Triggers sidebar (⏰ icon)
• Verify trigger exists and is enabled
• Check execution log for errors
• Test manually with manualCopy()

Data Not Copying

Problem: Script runs but no data appears

Solution:

• Check source sheet has data
• Verify source sheet name is correct
• Check execution log for errors
• Ensure destination sheet has headers in row 1

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Quick Reference: Setup Steps

For You (Initial Setup)

1. ✅ Create script in Apps Script
2. ✅ Save script
3. ✅ Set up daily trigger
4. ✅ Test with manualCopy()
5. ✅ Share sheet with Editor access

For Recipient (First Time)

1. ✅ Open shared Google Sheet
2. ✅ Verify sheet names exist
3. ✅ Check headers in Report sheet
4. ✅ Open Apps Script (Extensions → Apps Script)
5. ✅ Run setupDailyTrigger() function
6. ✅ Test with manualCopy()
7. ✅ Verify trigger is set (Triggers sidebar)

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Alternative: Share Script Code Only

If you want to share just the code (not the sheet):

Export Script

1. Extensions → Apps Script
2. File → Download → .gs file
3. Share the .gs file

Recipient Imports

1. Create new Google Sheet
2. Extensions → Apps Script
3. Delete default code
4. Paste your script code
5. Save
6. Follow setup steps above

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Summary

To share:

• Share the Google Sheet with Editor access
• Script is automatically included

Recipient needs to:

• Set up their own trigger (one-time)
• Authorize permissions (one-time)
• Test the script

No deployment needed - just share the sheet and set up triggers!