Save as PDF

Google Sheets Integration

Overview

Google Sheets integration is currently a beta feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

With the Google Sheets integration, you can import spreadsheets from Google into Responsive. This is useful for users who use Google Suite for their documentation.

  • Once sections have been marked as complete, the answers can be automatically saved back to the same Google Sheet.
  • This feature does not work with Google Sync; it allows for imports and exports only, not live syncing or updating from files (for example, you could add a document from your Google Drive, but it won't automatically change if the document is updated).

You want to import documents stored in Google, instead of Word documents or PDFs.

Select the applicable tab for your edition of Responsive.

  • Setting Up the Google Sheets Integration

    1. Go to Organization Settings > Integration > Collaboration
    2. Click Enable on the Google Native Integration tile.
      google_integration1.png

    Adding Google Sheets Information to Responsive

    Once the feature is enabled in Operation Settings, the Google Native Integration option is available under Project Settings.

    Do the following to add Google Sheets information to Responsive.

    1. When choosing a file to import, select Google Drive.
    2. Select your Google account from the pop-up, then click Allow to grant Responsive access to your account.google_integration2.png
    3. From the Spreadsheets tab, select the file you want to import and click Select.google_integration3.png
    4. Click Yes on the message that displays asking if you want to grant permission to save responses back to Google Sheets upon section completion.google_integration4.png
    5. Select your Google account from the pop-up, then click Allow to grant Responsive access to your account.google_integration5.png
    6. When the document appears in Responsive, configure the spreadsheet as normal and click Save, then click Import.google_integration6.png
    7. Click into the sections and complete your responses. When you are done, the answers are automatically saved back to the Google Sheet (this may take several minutes).

    Enabling and Disabling Google Sheets at the Project Level

    There is a Google Native Integration option at the Project level under Project Settings.

    If you do not want to automatically save updates back to the same Google Sheet, you can go to Project Settings and turn off the Google Native Integration toggle.

    google_integration8.png

    Turn the toggle back on to re-enable autosave.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Setting Up the Google Sheets Integration

    1. Go to Organization Settings > Integration > Collaboration
    2. Click Enable on the Google Native Integration tile.
      google_integration1.png

    Adding Google Sheets Information to Responsive

    Once the feature is enabled in Operation Settings, the Google Native Integration option is available under Project Settings.

    Do the following to add Google Sheets information to Responsive.

    1. When choosing a file to import, select Google Drive.
    2. Select your Google account from the pop-up, then click Allow to grant Responsive access to your account.google_integration2.png
    3. From the Spreadsheets tab, select the file you want to import and click Select.google_integration3.png
    4. Click Yes on the message that displays asking if you want to grant permission to save responses back to Google Sheets upon section completion.google_integration4.png
    5. Select your Google account from the pop-up, then click Allow to grant Responsive access to your account.google_integration5.png
    6. When the document appears in Responsive, configure the spreadsheet as normal and click Save, then click Import.google_integration6.png
    7. Click into the sections and complete your responses. When you are done, the answers are automatically saved back to the Google Sheet (this may take several minutes).

    Enabling and Disabling Google Sheets at the Project Level

    There is a Google Native Integration option at the Project level under Project Settings.

    If you do not want to automatically save updates back to the same Google Sheet, you can go to Project Settings and turn off the Google Native Integration toggle.

    google_integration8.png

    Turn the toggle back on to re-enable autosave.

Was this article helpful?

/