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Google Sheets Integration

Last updated on Oct 24, 2024

In this article:

  • Introduction to Google Sheets integration

  • Enabling the Google Sheets integration

  • Configuring the Google Sheets connection

  • Connecting the Google Sheets connection to an OKR

  • More Details

Introduction to Google Sheets integration:

Google Sheets integration allows you to link your OKRs to Google Sheet cells for real-time updates of your goals. Say, for example, you have a sales sheet used to track revenue, by implementing a Google Sheet integration, you can save yourself the hassle of repeatedly going back and forth between your sheets and Peoplebox to update your progress: This makes for a powerful setup as it ensures that the OKR process is not waiting on manual check-ins and progress is updated real-time on Peoplebox.

Enabling the Google Sheets integration

Anyone with access to Peoplebox can enable this integration. Here’s how it can be done:

  • Edit a Key result (KR) you want to integrate Google Sheets with.

  • In the Edit KR drawer under the Progress Section, you will have an option to Enable the integration. If a connection has been made previously or if the integration has been enabled already, you will have the option to Edit the enabled integration.

  • This integration can also be disabled by unchecking the Automatic Updates From option.

Configuring the Google Sheets connection

  • After enabling the integration, the first step is to configure a Google Sheets connection.

  • In the Connect to Google Sheets drawer**,** click on the Connect to Google Sheets button.

  • A new tab will open where you will need to select a Gmail account to continue with.

  • Once you select the gmail account, you will be redirected to a permissions selection page. Accept both the permissions before continuing. These permissions are mandatory for Peoplebox to keep an accurate track of the values in the sheets.

  • After this step, you will be taken to Specify Input Fields tab.

  • You can update the name of the connection by going back to the Authorize tab.

    • While in most cases one connection is enough, Peoplebox allows you to connect with multiple Google Sheets connections. Click ‘Create a New connection’ to add another instance. You can add names to your connections to differentiate them.

Connecting the Google Sheets connection to an OKR

Once you have configured the connection, the next step is to start linking OKRs to the cell value in your Google Sheet.

  • After you have added the authorisation details, the next step is to Specify input fields.

  • In the Spreadsheet field, you can search for the spreadsheet you want to connect from the list of sheets you have in your drive.

  • Then within that Spreadsheet choose the sheet from where the cell value will get updated.

  • Then in the row and column field enter something like G:6. This represents Column G and Row 6.

  • Then Verify your result and then click Save Changes button to successfully link your Objective or KR to Google Sheets.

More Details

  • The value will keep updating even if the row or column of the specified cell keeps changing. So, don't worry and keep using your Goole sheet as you would have used otherwise.

  • Automatic Updates happen once in 24 hours. You can also at any time do a manual update from the Google Sheet icon on the listing and the Goal details page.