Google Sheets
Last updated
Last updated
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 :)
