Google Sheet Integration in Dash SaaS - WorkDo.io

Google Sheet Integration in Dash SaaS

Introduction

Integrating Google Sheets into Dash SaaS offers seamless access and management of spreadsheet data directly from Google Drive without leaving the Dash platform. With Google Sheet integration, users can effortlessly access, view, edit, and delete sheets, enhancing productivity and workflow efficiency. Notably, this feature facilitates quick organization and analysis of data through intuitive sorting and filtering capabilities. Google Sheets brings forth a plethora of powerful features, including real-time collaboration, advanced formulas, and robust data visualization tools. Users can customize cell formatting, apply various levels of protection to sheets and ranges, and utilize advanced Find and Replace functionalities for streamlined data management. Getting started is simple: upload your credentials JSON file in System Settings, authorize your Google Account, and begin creating and managing sheets with ease, ensuring a seamless and productive user experience.

Workflow

Installation

Step 1 : Super Admin Access

  • Make sure your super admin has access to your system before you do anything else.
  • Go to the “add-on manager” area of the super admin dashboard.
  • To start the setup procedure, click the “+” (Module Setup) button.
  • You will be asked to upload the ZIP file for the “Google Sheet Add-On.”
  • Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2 : Company Settings Steps

  • Once the super admin enables the Google Sheet Add-On, company admins can proceed to purchase it and gain access.
  • Start by heading to the “subscription plan” page and select the relevant “usage plan.”
  • Locate the Google Sheet Add-On and complete the purchase process.

Step 3 : How to use the Google Sheet Add-on?

  • Once you purchase the add-on, find it out in the sidebar.
  • If you click on the Google Sheet button you will see the list of Excel sheets that you have created and the time when it was updated last
  • You can also add a Google sheet whenever you want by clicking on the “+” button.
  • After adding all the required details you can easily add the google sheets to your dash saas account.
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