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Google Sheets
Integrate Google Sheets to gain, both import and publish-access to any tables and sheets within an authenticated Google Sheets account. Tables and sheets from that account, are made accessible to any workflow within that Cascade workspace. Accordingly, any team member(s) with access to the workspace, will have access to import and publish, from and to, the integrated Google Sheets account.
In the top-left corner, confirm the workspace you are about to integrate with Google Sheets. Any team members with access to this workspace, will gain access to the integration and data within.
- From the left-nav of your workspace select the "Integrations" tab
- Select the "New Integration" button in the top-right corner
- Select "GSheets" to create a new (or additional) integration with Google Sheets
- In the provided field, name your integration
- Note: Any name may be provided. However, it may be simplest to label it with the Google Sheets account name.
- Select "Sign in with Google" to connect to your account
- Expect Google to ask for your user name
- Expect Google to ask for your password
- Expect Google to confirm permissions, select "Continue" to allow
- If authentication was successful, you will be returned to Workspace / Integrations / Edit Integration
- The status of integration should change to "Connected"
- Return to this page in the future, to make changes to this integration
Open a new or existing workflow, from the now-integrated workspace. You'll be able to add the "Import from Integration" tool to your canvas.
- From the tool side panel, select "Import from Integration" to drill in
- Drag "Import from GSheets", from the tool side panel to the canvas
- Select the tool to configure it, options include:
- Select Integration
- Select the integration name, you provided earlier, for this Google Sheets account
- Google Sheet URL
- In another browser window, navigate to the Google Sheet you intend to import
- Select the "Share" button, in the top-right corner
- Select the "Copy Link" button, from the sharing dialog
- Navigate back to Cascade, and paste your sharing-link into the provided field
- Select Sheets
- Select the sheets in the Google Sheet that you'd like to import (there may only be one)
- Optionally, you may configure import settings for header rows
- With your configuration complete, make sure to update the preview of imported data
- Select the "Update" button, from the bottom-right corner of the tool configuration dialog
- If successful, your tabular data can now be previewed
- Remember to "Save" your tool, before returning to the canvas
Publishing back to Google Sheets is as simple as importing. Open a new or existing workflow, from the now-integrated workspace. You'll be able to add the "Publish to Integration" tool to your canvas.
- From the tool side panel, select "Publish to Integration" to drill in
- Drag "Publish to GSheets", from the tool side panel to your canvas
- Connect it to the downstream dataset you wish to publish to Google Sheets
- Select the Publish to GSheets tool to configure it, options include:
- Select Integration
- Select the integration name, you provided earlier, for this Google Sheets account
- Google Sheet URL
- In another browser window, navigate to the Google Sheet you intend to publish to
- Select the "Share" button, in the top-right corner
- Select the "Copy Link" button, from the sharing dialog
- Navigate back to Cascade, and paste your sharing-link into the provided field
- Select Sheet
- Select the sheets in the Google Sheet that you'd like to import (there may only be one)
- Optionally, you may configure publish settings for header rows
- Output Options
- Select "Overwrite" to publish over any existing cells in the Google Sheet
- Select "Append" to add to any existing cells in the Google Sheet
- Be sure to "Save" your tool. Now, when you run your workflow, any tables connected to the Publish to GSheets tool will be send to the specified Google Sheet
Don't get blocked by a data integration. If you need help configuring and integration or would like to recommend an integration, join the Cascade Slack Community, tell us what you're after :)
Last modified 1yr ago