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Google Sheets Integration (NextGen)

Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.

Contents

Overview

The Google Sheets integration can be used to automatically track activity or progress made within Google Sheets. Similar to our Microsoft Excel 365 integration, the Google Sheets integration allows users to access their existing Google Sheets and select a cell that will impact the progress of a Betterworks milestone.

Integration Benefits

  • Time-saving automation
  • Easy data import for streamlined performance tracking
  • Increased accuracy by reducing the risk of errors in manual data entry
  • Improved collaboration between team members through shared Google worksheets

Configuration (Administrators)

Note: You must be a Super Admin to configure the integration. 

  1. Access the Third-party page.
    • Click Admin on the top banner menu.
    • Select the Program Configuration header from the left panel.
    • Select Integrations.
    • Select the Third-party tab. 
       
  2. Scroll down to Google Sheets and expand the section. 


     
  3. Click the toggle to Enable the integration.

     

Connecting Milestones (Users)

Once the integration has been set up, any user in the organization can use it.

  1. Access Google Sheets. 
    • Click Goals on the top banner menu.
    • Click Create Goal on the Goals page.
    • Enter a goal. 
    • Click into the milestone field.
    • Click the Google Sheets icon under Integration on the right panel. 

       
  2. Click Sign in with your Google Account and enter your credentials.


     
  3. Select the worksheet, followed by the cell. 
  4. Click Save.

Note: It is possible to connect multiple milestones to the same worksheet.
 

Data Sync

  • Automatic Sync: The Betterworks integration captures data from and automatically updates the progress of your milestones at the top of every hour (2 pm, 3 pm, etc.). Therefore, if you make a change in the worksheet at 2:15 pm, our application will check at 3 pm and make the update to progress in Betterworks at that time.
  • Manual Sync: You can manually sync the progress on your milestones by going to Goals → My Goals, selecting the relevant goal, clicking on its corresponding milestone, and opening the right-side panel. From there, click the three horizontal dots and select Sync from the drop-down menu to update the progress. This will take a few minutes.
     

Troubleshooting

There are a few situations that can result in an error:

  • Selected value is not a number: The cell that's selected in the Google Sheets integration has an alphabetical character which is not supported. The integration's progress calculations only take numbers as input. Please check your sheet and make the necessary changes.
  • Selected value no longer available: The cell selected for the milestone no longer has any value in it. This could be due to a column being deleted in the worksheet, and the cell that was selected has shifted left. Check your sheet to ensure that the intended value is selected.
  • Worksheet was not found: The worksheet may have been deleted. Confirm that the worksheet still exists in Google Sheets.
  • Worksheet access denied: Betterworks can no longer access the worksheet that was selected using the user's Google account, possibly due to editor/viewer access being changed. Please confirm the access using the corresponding account in Google Sheets.
     

FAQs

How long does it take for progress made in my Google worksheet to be reflected in Betterworks?

Our application checks for updates from Google Sheets at the top of every hour (2 pm, 3 pm, etc.). Therefore, if you make a change in the workbook at 2:15 pm, our application will check at 3 pm and make the update to progress in Betterworks at that time.