How do you connect Google Sheets as an App?

Myles Dean
Myles Dean
  • Updated

Google Sheets lets you create and edit text documents. You can connect a Sheet by following the instructions below:

Connecting Google Sheets

    1. Go to App Setup, and click Add New in the top right corner.
    2. Click Add under Google Sheets
    3. Set a title and icon that represents the App.
    4. We're going to set this up as a manual App so that we can embed different data for each client.
    5. Next, click Add. It will take you to the App's page, where you can set the embed for each client.
    6. Click Connect App under a client.
    7. Leave this as Show as embed so that the client isn't directed outside of the portal.
    8. Next, go to your Google Sheets home page:
      • Find and open the desired document you want to embed. (You can also locate and open a Google Sheet within your Google Drive)
      • To share a Sheet, click Share, and under General Access, change it to Anyone With Link.
      • If you want clients to edit or only view the sheet, make sure to specify on the right.
      • Now copy the link
    9. Go back to the App setup page and paste the copied link into the content box.
    10. Click Save.

Client Experience

    1. To check if clients can view the App properly, click on Client Experience in the bottom of your sidebar, and the click Open portal. This will open the client experience in a new tab. You'll need to have a test client setup in order to log in as a client. Click Here to learn how to set up a test client account.
    2. Once logged in, click the App on the sidebar to preview the client view.

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