Google Sheets is a great tool for keeping important information organized. It’s user-friendly and efficient, making it a great choice for your team to record and share important data. To add essential information, just use the Google Sheets Add Row (Advanced) step type to post data from Sidekick.
Before you begin, you’ll need to visit next.floweq.com/integrations/googlesheets to log in and configure the Google Sheets integration. Once there, log in to your Google Apps account to give FlowEQ access to the Google Sheet where you want to add data.
The user configured here needs to have access to the Google Sheet you want to add data to.
The title appears up top in Sidekick when your team reaches this step in the Flow. We recommend using it to describe to your team what data is being written and to which Google Sheet.
You can check this box to automatically add a new row to the Google Sheet as configured here in Flow Builder without waiting for input from your team in Sidekick.
To add a new row to a Google Sheet, you need to provide its corresponding Spreadsheet ID. You can find the Spreadsheet ID by looking at the URL of your Google Sheet - it is the long alphanumeric code in the middle. Once you have the ID, click on the “Update Range Options” button to define the scope of the range you want to work with.If the URL for your Google Sheets document is https://docs.google.com/spreadsheets/d/13Mme1sGkOvfusiliIdU72CXWcdbR6eu0hufsmhNBaO7Ww/edit#gid=0, you can find the Spreadsheet ID is the part found between spreadsheets/d/ and /edit#. That would make the example spreadsheet’s ID: 13Mme1sGkOvfusiliIdU72CXWcdbR6eu0hufsmhNBaO7WwOnce the Spreadsheet ID is entered, click the Update Range Options button to proceed.
After selecting Named in the Range Type field, you can select a named range from the Select Range dropdown.Click “Update Column Options” to fetch columns and add data to new rows.
After selecting Select Sheet in the Range Type field, you can select a sheet from the Select Sheet dropdown. This is the sheet where the new row will be added.
After Update Column Options is clicked, the step type will fetch column headers for your team to enter data into. You can then determine how that new data can be added.
By default, the column header from Google Sheets is shown when entering data. You can override this by adding text to the Field Label fields for each column. However, this only affects the Google Sheets steptype’s appearance in FlowEQ Sidekick, not the column headers in Google Sheets.
You can choose one of two types for each Google Sheet column
Text - allows your team to enter any free form text. Use this data that does not need validation, like names and addresses
Select - allows your team to only select from agents you provide in Flow Builder. Use this for data that could benefit from validation, like salutations and state abbreviations.
Leave these fields blank for your team to fill in Sidekick, or hard code a value into them here in Flow Builder, or use the variables button to pull in data from your CRM or any other system you’ve connected with FlowEQ or a combination of the three.
