To create a new data source in Cocktail Card Designer, click on “File” in the main menu, select “Add New” to open the submenu, and then “Data Source.” Alternatively, click the Link+ button in the main tool bar.

You have the choice of Google Sheets or Excel document for the data source type, selectable in the “New Data Source” dialog. In the case of Google sheets, you copy and paste the link to the google sheet (or the id) into the dialog. For Excel, you can select a local .xlsx file file (Excel 2007 or later).

If you use a Google Sheet as your data, you will be asked to give Cocktail access to your Google Sheet data.

The new data source will open in the data source editor. Here you will set up additional properties to connect column data to your layouts.