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Google Spreadsheet

Integrating Google Sheets with your dashboard offers seamless data management, allowing you to effortlessly add, update, and retrieve information. This guide provides a clear and concise walkthrough to ensure a smooth connection and utilisation of Google Sheets within your workfl

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Integrating Google Sheets with your dashboard offers seamless data management, allowing you to effortlessly add, update, and retrieve information. This guide provides a clear and concise walkthrough to ensure a smooth connection and utilisation of Google Sheets within your workflows.


Overview

Google Spreadsheet allows you to manage your data efficiently. You can add, update, and search your data, while also utilising Google's built-in tools for data processing.

Recent updates have modified the process for connecting Google Sheets through Google Integrations. Follow this step-by-step guide to easily link Google Sheets to your dashboard.

Step 1: Access the Integrations Section

  1. Go to your Dashboard Overview and find the left-hand menu.

  2. Click on Integrations.

  3. Choose Google Sheet from the list of integrations.

Step 2: Disconnect Existing Connection

  • If you have an existing connection to Google Sheets, click Disconnect to remove it.

  • This will ensure a clean setup.

Step 3: Sign in to Google

  1. Press the Sign In with Google button.

  2. Select the Google account you want to connect.

  3. Finish the sign-in process.

After signing in, you’ll be redirected to continue setting up the integration.

Previously, sheets were added directly within workflows. Now, you need to link them during this stage.

  1. Add Sheet by URL:

  2. Paste the URL of the Google Sheet you want to connect.

  3. Give it a name for easy identification.

  4. Add Sheet Directly:

  5. Click Add Sheet and browse your available Google Sheets.

  6. Select the sheet you wish to connect.

The sheet you select will now be ready for use in your flow automations.

Once you've added Sheets, you can view them here and access them in the flow builder.

Managing Spreadsheets in Action Steps

To use a spreadsheet in an Action step, follow steps 1 to 3 shown in the image above. You will then see a list of available functions.

In an Action step, follow steps 1 to 3 in the above picture. Then you will see a list of functions.

Add a Row

Find a Row by Value

Retrieve Multiple Rows

Modify a Row

This section is under development. Please check back later for a complete text tutorial. We apologise for any inconvenience.