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Integrating Claspo with Google Sheets

Steps to integrate Google Sheets to export data from Claspo

M
Written by Maryna Hura
Updated over 9 months ago

When creating widgets in Claspo, you can add an integration with Google Sheets (GS). It allows exporting your data collected using the Claspo widget to a specified spreadsheet.

Adding the Google Sheets integration in Claspo

The following steps are required to integrate your GS account with Claspo:

  1. Connecting the Google account.

  2. Configuring the GS integration settings for the widget.

Connecting the Google account

You can connect the GS account to Claspo when:

  • Creating a new widget, or

  • Adding the new integration for the existing widget.

To connect the GS account to Claspo:

  1. When creating a new widget, click + Add integration at the Integrations step.

    Or,
    When editing the existing widget, go to Widgets → select the widget → Integrations and click + Add integration.

  2. Select Google Sheets from the list of apps.

    You will be redirected to the Sign in page.

  3. Enter your email or phone number, click Next, and then enter the password, and select Log in.

Note:

  • The Google access permission does not expire and remains valid unless you revoke it.

  • If you experience authorization issues, click Reauthorize to repeat the authorization process.

Proceed with the following instructions below to configure the integration settings.

Configuring the GS integration settings for the widget

The New Google Sheets integration window allows setting up integration configuration, as described below in the following subsections.

When configured, click Done at the bottom of the window.

Connecting your spreadsheet to the widget

  1. In the New Google Sheets integration sidebar, click Open Google Sheets.

  2. Create a blank spreadsheet in Google Sheets. It will be used for writing the data received from your integrated Claspo widget.

  3. Copy the spreadsheet link.

  4. Go back to Claspo and paste the link in the Document URL field.
    If your spreadsheet has several sheets, expand the Document sheet dropdown menu and select the sheet from the list.

NOTE:

It is important to configure access permissions to your spreadsheet. For example, you can select the following settings:

  1. In your blank spreadsheet, select the Share button in the right-hand side corner of the window.

  2. In the dialog window, select the following options from the dropdown menus in the General access section:

  • Anyone with the link

  • Editor

Setting up Field mapping

The Field mapping section contains two types of fields:

  • Widget fields: Those are the contact fields you add when editing a Claspo template. For example, email, first name, last name, phone number.

  • System fields: Those are the fields depending on the site where a widget is displayed. For example, site language, browser, operation system, device.

To set up the field mapping:

  • Select the checkbox beside the required field in the Google Sheets column.

  • Click Show more fields to display and select all the required checkboxes.

Setting up Static fields

To add static fields:

  1. Click + Add static field in the Static fields section.

  2. Type the required values in the Field value and Google Sheets fields.
    To add more static fields, click + Add static field, and repeat this step.

Editing the Google Sheets integration

You can edit the Google Sheets configuration at any time. To do that:

  1. Open the Widgets menu, and select the required widget integrated with Google Sheets. Such widgets have the Google Sheets icon beside their names.

  2. Click Integrations and then the Google Sheets pane.

  3. Change the required settings as described in this section.

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