Connect Google Sheets and check sync

The Google Sheets integration can move supported data between your account and a selected spreadsheet using the options available to you.

Before you start

You need integration access and a Google account with permission to the target spreadsheet.

Steps

1. 1

   Open the integration

   Go to Integrations, select Google Sheets, and start the connection.

2. 2

   Authorize carefully

   Review the Google consent screen and confirm the account and requested permissions.

3. 3

   Choose the spreadsheet

   Select the file and configuration offered by the integration, then save.

4. 4

   Test sync

   Perform an appropriate test action and check the spreadsheet, sync status, and any errors.

Check the result

The connection shows as active and the expected test data or sync result appears.