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Sharing data between sheets

Orca Scan allows any sheet to be used as a data source for another. When you scan a barcode, the app searches your data source(s) for a match. If found, the data is pulled to your device and saved to the current sheet. This is useful for creating master product lists that can be shared across different locations or organisations.


How to use an Orca Scan sheet as a Data Source

1. Match the column names

Ensure that column names in both the data source and the child sheet are identical
Ensure that column names in both the data source and the child sheet are identical

Before setting up the data source, ensure that the column names in your data source match the column names in the sheet you’re pulling data into. Only matched columns will populate when a barcode is scanned

In the image above, the VIN and Make columns match, but the Model and Model Year don’t exist in the child sheet. As a result, only the data from the Make column will populate on the device when a matching VIN barcode is scanned, and the remaining fields will appear empty.


2. Open Integration settings

Click on the 'Integrations' button at the top of the sheet
Click on the 'Integrations' button at the top of the sheet

Open the integration settings on the sheet where you want to add a data source.


3. Select Data Source

Selecting a master sheet as the data source
Selecting a master sheet as the data source

Click the drop-down menu to see a list of all available sheets. Select the one(s) you want to query on scan.


4. Save the changes

Click save to confirm the changes.
Click save to confirm the changes.

Finally, save the changes, and you’re done.


How to use a Live Data URL as a Data Source

You can also pull live data from another sheet using its Live Data URL. Here’s how to do it 👇

1. Get your Live Data URL

When you’re on the sheet you want to set up a data source on. Click on Integrations and activate your Live Data URL. Click to copy the URL.


2. Match the Barcode

Stay in your Integrations settings and paste the Live Data URL into the Lookup URL field. Click ‘save’ and Orca Scan will search the data source for a match and pull the corresponding data.


3. Extract a Specific Value

To match a specific value within a barcode, use the extract parameter in the URL. This lets you source data based on a partial match within the barcode, provided it’s an Orca variable.


An example

You have a sheet listing medical devices, each with a Device Identifier (DI) embedded in the barcode. You also have a catalogue sheet containing detailed information about each device.

To bring the DI data from the catalogue sheet into your medical device sheet:

For example, your URL might look like this:

https://api.orcascan.com/sheets/sJ0KYsnp-9b7Rl7i?extract=$UDI:DI

Make sure to replace sJ0KYsnp-9b7Rl7i with your own sheet’s ID and adjust the variable as needed based on your data.


Questions about the Data Sources?

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