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With Google Spreadsheet, you can add, update and look up your data in a spreadsheet as well as process the data with various built-in tools with Google.
Setup Google Spreadsheet
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Follow steps 1 to 4 to connect to your Google account. Allow UChat to access your Google spreadsheet. When you come back, if nothing changed, click step 1 to 3 again to refresh and you will see this:
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Create a new spreadsheet or make sure you have one in the Google account that you just connected to.
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Name the spreadsheet and worksheet properly at area 1 and 2. You will need them when you manage your data in the Action step.
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WARNING - Importantly, remember to give column names for the worksheet in the first row (see area 3 in the above picture). You must do this by manually type in what fields do you need. For example, this is a product worksheet and each product has a name, a price and a description. |
Later when you manage your data, this is how it looks like when the column names are set correctly (area 1,2,3 in the above picture are correspond to 1,2,3 in the following picture):
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Introduction
With recent updates to Google Integrations, the process for connecting Google Sheets has changed slightly. Here’s a step-by-step guide to ensure a seamless connection to Google Sheets from your dashboard.
Step 1: Navigate to the Integrations Section
From your Dashboard Overview, locate the left-hand menu.
Click on Integrations.
Select Google Sheet from the list of available integrations.
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Step 2: Disconnect (If Already Connected)
If you’re already connected to Google Sheets, click Disconnect to remove the existing integration.
This ensures a fresh setup.
Step 3: Sign in with Google
Click on the Sign In with Google button.
Choose the Google account you’d like to connect.
Complete the sign-in process.
You’ll be redirected back to the integration setup.
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Step 4: Add Your Google Sheets
Previously, sheets were added directly inside workflows. Now, you’ll need to link them at this stage.
Add Sheet by URL:
Paste the URL of the Google Sheet you wish to connect.
Assign a name for easy identification.
Add Sheet Directly:
Click Add Sheet and browse your available Google Sheets.
Select the sheet you want to connect.
The selected sheet will now be available for use in your flow automations.
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Once Sheets are added, you can see them here and also access them in the flow builder.
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Manage Spreadsheet in Action Step
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