Google Sheets Integration

Use spreadsheet rows and cells as live variable sources.

Spreadsheet

Google Sheets

Google Sheets integration is ideal for teams with operational spreadsheets. Load row/column data and map it directly to document placeholders.

Connect in WorkspaceTalk to Integration Team

Best for

  • Operations using spreadsheet-based workflows
  • Back-office teams managing invoice/report matrices
  • Teams without CRM but with structured sheet data

What it supports

  • Service account authentication
  • Spreadsheet and sheet discovery
  • Row/cell-to-variable mapping
  • Refreshable source-based variable updates

Setup Steps

  1. 1

    Enable Google Sheets API and Google Drive API.

  2. 2

    Create service account and generate JSON key.

  3. 3

    Save service email and private key in Workspace Integrations.

  4. 4

    Share target sheets with service account email and map columns.

Sample Variables

Examples of variable keys you can use inside templates:

{google_sheets.invoice.customer_name}{google_sheets.invoice.line_total}{google_sheets.report.period_end}

Security + Reliability Notes

  • - Service account credentials isolated in integration settings
  • - Sheet access restricted by explicit share permissions
  • - Only shared sheets are available for mapping

Delivery notes

  • - Standardize header names for stable variable mapping.
  • - Use one row per generated document where possible.