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How to transfer Supermetrics queries to other users in Google Sheets

Supermetrics queries in Google Sheets are tied to the account used to create them. Use this guide if you need to transfer queries to a different account, manage multiple accounts, or have visibility over which other accounts can see or edit your queries.


A query's scheduled refresh triggers are removed when you transfer the query to a new user. You should transfer a query's triggers to the new user before you transfer the query. 


Manage access to queries

If you give an account access to a document that contains Supermetrics queries, the added account can’t usually edit or refresh them.


However, they can refresh all queries if they have the same Supermetrics license user level as you, or higher. If they have the same level of access to the data sources (for example, a Google Analytics account) the queries pull from, they can edit all of those queries.


If you’re using a free trial of Supermetrics, with queries that comply with the trial’s limitations, an account given access to the file will be able to refresh all of its queries. If they have the same level of access to the data source as you do, they can edit all of these queries.


If you want to prevent anyone from using your access rights to refresh or edit queries, log out of your account. This will remove your authentication information. Other accounts that have access rights to the data source will still be able to refresh the queries using their own access rights.


Transfer queries to a different user

Before you begin

The easiest way to complete this process is to have the person carrying it out be the one who owns the file and the Supermetrics license associated with it. If you can’t access the license or the Supermetrics Team Site, contact our support team for help.


The account that you’re transferring queries to needs:

  • A valid Supermetrics license for Google Sheets, connected to the Google account they’ll use with the transferred queries. Learn more about transferring license ownership.
  • Access to the data sources the queries pull from, or a general user account for each, so they can set up the data sources with their own accounts.


Instructions

In many cases, 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.


Transfer queries to a new 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 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 (if hidden, click Extensions → Supermetrics → Manage queries).
  5. For each query to be transferred, delete the following values in that query's row:
    The "query ID" (column A)
    The "Refresh with user account" (column AU)
  6. Once all the queries have been prepared, click Extensions → Supermetrics → Refresh all to update the queries for the new user account and its data source access.
  7. Verify each query has a new "query ID" value and a new "refresh with user account" value.
  8. Repeat steps 2-6 as needed for additional files.


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 values in these cells.


Transfer queries to a new user onto the new sheet
  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 from.
  4. Open the original Google Sheets file that contains the queries to be transferred.
  5. In both files, open the SupermetricsQueries tab. (This is hidden by default. Click Extensions → Supermetrics → Manage queries to open it.)
  6. In the original Sheet, select and copy the whole row in the SupermetricsQueries that contains the query you want to transfer.
  7. Paste this row into the SupermetricsQueries tab in the new Sheet.
  8. Don’t make edits to any rows above Row 21 in the SupermetricsQueries tab.
  9. Staying in the same tab, delete the values in the Query ID (column A) and Refresh with user account (column AU).
  10. Click Extensions → Supermetrics → Refresh all.

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 values in these cells.


Transfer a trigger from one user to another

If you want to transfer triggers from another user or your own old user ID to the Google Account that’s currently logged in, you should transfer the trigger’s ownership in the 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.

Troubleshooting

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.


To fix this, open the SupermetricsQueries tab, and then delete the values in Sheet name (column E) and Range address (column D). 


Replace those values with the name of the Sheet you want your query to be in in Sheet name, and then the cells you want as its range in Range address. It can help to copy this information over from your original Sheet, so your query appears in the same location in the new Sheet.


Click Extensions → Supermetrics → Refresh all to complete the change.

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