How do you connect Google Sheets as an Extension?

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 Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Google Sheets
    3. Set a title and icon that represents the extension.
    4. We're going to change this to a Local Extension so that we can embed different data for each client.
    5. Next, click Add. It will take you to the extension's page, where you can set the embed for each client.
    6. Click Connect Extension 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 embed extension setup page and paste the copied link into the content box.
    10. Click Save.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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