Direct Fills is our new faster, more reliable, and more automatic way to fill your bank data into Google Sheets. All newly created Google Sheets from the Tiller Console will use Direct Fills. These spreadsheets will not have a fill button in the Tiller Money Feeds sidebar.
Check your spreadsheet's settings on the Tiller Console by clicking the spreadsheet's name and choosing Settings to see which Fill Service is powering your spreadsheet.
New! Upgrade your existing sheet from Sidebar Fills to the new Direct Fills service, from the Tiller Console. Check out this helpful article for the details.
How it works
Using a more robust API from Google, this new onboarding experiences creates your spreadsheet for you, installing the sheets and dashboards that are found by default in the Tiller Foundation Template and filling your bank data usually in less than a minute. Subsequent fills happen automatically, without the need to click the fill button or wait for a timed fill.
How data is filled
After an institution refreshes (either automatically or via manual refresh you perform on the Console - see info about how refreshes work), a manual account's balance is updated on the Tiller Console, or a CSV is imported via the Tiller Console, the data should be automatically filled into the Direct Fills spreadsheet pretty quickly so if your spreadsheet is powered by Direct Fills you will NOT see a Fill button in the Tiller Money Feeds sidebar.
If your accounts have recently refreshed but you're not seeing your latest data in the spreadsheet, check the Activity Logs for errors. Click here to learn more. There are also a few reasons you may see a delay in data being filled. See notes about what may cause a delay in filling.
Using Tiller Money Feeds
There is no requirement to use Tiller Money Feeds at all, but there are helpful features in the add-on that you may still want to use, such as the Split Transaction tool, installing a template, or running AutoCat right in your spreadsheet instead of from the Console.
Spreadsheet settings
The spreadsheet settings section on the Tiller Console for Direct Fills sheets has AutoCat settings, the option to unlink the sheet, and the Fill Service details.
Activity Logs
The Activity Logs section for your Direct Fills sheet gives you some helpful information about when data was filled, when AutoCat completed, and if the fill ran into any errors.
Creating a spreadsheet
Here are the steps for creating a Direct Fills Google Sheet.
Sign in to the Tiller Console at https://my.tiller.com
Click "Create a spreadsheet"
Click "Start with Google Sheets"
You’ll first be prompted to “Authorize Sheets” and grant permission for Tiller to create and fill your spreadsheet using our Direct Fills service if you haven't already given this permission.
After the authorization step, your Foundation Template spreadsheet will be created and filled with transaction and balance data.
If you already have at least one spreadsheet linked, you'll be prompted to select which accounts you want to link to the sheet before the data gets filled. For brand new users, we fill all the data for all the accounts they've connected into the first spreadsheet they create.
Click the “Open My Spreadsheet” button when prompted.
Troubleshooting
I'm having trouble with the Authorize Sheets step
If you're getting stuck on the step where you're prompted to "Authorize Sheets" it may be due to your browser blocking pop ups. We are aware of this behavior in Safari, but it could be an issue in other browsers as well.
In Safari you can click the "Show blocked pop up window" button to show the authentication screen.
Fill errors or missing data
This section does not apply to problems, errors, or issues with spreadsheet creation.
If you notice that your Transactions or Balances aren't filling into your Direct Fills spreadsheet please review the Activity Logs for the spreadsheet on the Tiller Console by clicking the spreadsheet's name and then choosing "Activity Logs" and use the error guidance below to help you decide on next steps.
Fill error: SHEETS_API_ERROR or Google Sheets API error
If you're seeing Fill error: SHEETS_API_ERROR or Google Sheets API error there is at least one known cause. If you have a group of cells in a column that are merged vertically it will cause the fill to fail with this error. Review your columns for vertically merged cells and unmerge the cells. There may be cases we have yet to identify that cause this issue so we recommend letting our team know that you're running into this error so we can investigate further and continue improving.
This error can also occur when the Transactions sheet or Balance History sheet is set up using the Table feature for Google Sheets. Since the default spreadsheet does not come with either of those set up as a Table this can happen when a spreadsheet is upgraded to use Direct Fills or the sheets are set up as a Table. Our team has this logged as a known issue and we'll evaluate whether or not we'll be able to support fills with these sheets set up as Tables.
Fill error: Sheets auth token is missing or MISSING_AUTH_TOKEN
If you're seeing this type of error either in the Activity Logs or when you launch Tiller Money Feeds in a Direct Fills sheet, it's because the necessary spreadsheet access has been revoked.
You should see a "Google Sheets Authentication" banner at the top of the Tiller Console indicating that the Google Sheets spreadsheet access has been revoked with a Re-authenticate button. Click the Re-authenticate button to grant the necessary permission and fix this issue.
There is a delay filling my data
You may experience a delay in your data being filled into a Direct Fills spreadsheet for the following reasons:
The Upgrade process does not trigger a fill. If you have data that wasn't filled yet at the time you upgraded your sheet, the data will be filled on the next refresh/update cycle. You can manually refresh any account to trigger that.
If you're using AI Suggest and have it set to Auto Run on Fill you may see delays in your data filling. Since AI Suggest processes the data using AI before the data is filled into the spreadsheet, and this processing is a little slow, you may see a delay in your data getting filled as AutoCat is running behind the scenes to categorize your data.
You have many accounts connected and you use the Refresh Accounts option. Only one fill can be processed at a time, so if you have many accounts that refresh all at once or in quick succession this can cause a very short delay in data getting filled while one fill is in process.