Google Sheets

​

1. Install the Application in Your Workspace

Go to "EntityMatcher" in the Google Workspace Marketplace and Install the application.

​

2. Enable the Plugin in Your Worksheet

Click Extensions > Add-ons > Manage add-ons in the menu bar.

Then click the three dots in the top right corner of the EntityMatcher add-on and select Use in this document.

​

3. Get and Set Your API Key

Go to this page and click the New API Key button. Copy and save the key to a secure place.

Once you've retrieved the API key, add it to the plugin by clicking Extensions > EntityMatcher > API Key in the menu bar.

Paste in your API Key and click Ok.

​

4. Start a Categorize Job

If all the data that you want is in the same worksheet, use the =ENTITYCATEGORIZE custom formula. Here’s an example formula:

=ENTITYCATEGORIZE(A1:E44, "id", I2:I3, "plugin-categorize-test-v1")

• The first parameter covers the dataset which is the dataset with every record that you want to be categorized. This should be a range of cells
• The second parameter is the id_column which is the column in the dataset that contains the unique identifier for each record. This should be a value, not a cell
• The third parameter covers the categories which are the set of categories the application should choose from. This should be a range of cells
• The fourth parameter is the categorize_job_name which is the name of the categorize job that you want to use. This should be unique within the worksheet if you are using multiple categorize jobs

Once you press enter, the relevant cells will be populated with Loading...

​

5. Refresh Values

You can't just press enter to refresh the values because of the way Google caches results. Instead, click Extensions > EntityMatcher > Jobs in the menu bar.

Find your job (it should have the same job_name that you specified in the formula) and click Refresh.

If you can't find your job, you can reload all jobs by clicking the Refresh button at the bottom of the sidebar.