Setting Up Google Sheets Integration

Pline’s Google Sheets integration lets you automatically sync your extracted data with a connected Google Sheet, enabling easier collaboration and sharing, all without manual data entry.

Here's how to set up a Google Sheets integration:

Step 1: Access the Pline's Platform

Navigate to the Integrations section and click on the "Create Integration" button.

Step 2: Set Up the Dataset

  • Select the workflow or use the dropdown to choose the workflow you want to integrate.

  • Manage your dataset settings by either manually selecting specific datasets or automatically including all current and future datasets.

  • Select the existing datasets you want to connect, then click "Next".

Step 3: Configure Destination

Select "Google Sheets" as the destination and complete the required configuration fields:

  • Integration Name: A custom name to identify this integration.

  • Google Sheet Name: The name of the Sheet where your data will be sent.

  • Tab Configuration: Choose whether to combine all dataset data into one tab or send each dataset to a separate tab.

  • Integration Access with Team Members: Enter the team member’s information to share access.

Step 4: Connect to Google Sheets

After configuring the Google Sheet integration, sign in with the Google account you want to use. Once connected, click "Finish" to complete the setup.

Last updated