This content is currently unavailable in German. You are viewing the default (English) version.

What is a spreadsheet?

Many organizations use spreadsheets as their go-to tool for collecting and organizing data, which is among the simplest of its uses. Google Sheets is a free, web-based spreadsheet platform by Google that allows users to organize, collaborate, analyze, and edit distinct types of information. Multiple users can format and edit files in real-time, and any changes made to the spreadsheet can be tracked by a revision history.


Use-Case

You are a company that is very engaged and integrated with the Google environment and app. You have chosen Document360 to be your knowledge base platform. You maintain a log sheet of all the articles in your knowledge base. Each time a new article is added to the knowledge base project, an entry has to be made in the respective Google sheet. Yes, you can do it manually, but it takes more effort and is quite time-consuming.

Currently, there is no direct integration option available between Google Sheets and Document360 on either of the platforms.

How will you integrate Google sheet and Document360?

Workaround

As a workaround, you can use the Zapier integration to bridge this gap. By connecting Document360 and Google Sheets on Zapier, you can easily facilitate the content flow between Google Sheets and Document360.

Ensure that you have logged into your Zapier account.

  1. Click Create -> Zaps

  2. Zap was created with Trigger and Action flow in it

1_Screenvideo-Creating_a_Zap_workspace

Update Google Sheets rows from new Document360 articles

1. Setting up the trigger: Connecting Document360

In Trigger, fetch the Document360 information.

  1. In Trigger, choose Document360. The Document360 blade appears on the right

  2. By default, the Choose App & event section would be selected. Select the desired event in it

  3. Click Continue

  4. In the Account section, click on Sign in to Document360, and a new window will open with the API token field

API Token generation
  • Go to Settings → Knowledge base portal → Extensions → Team collaboration
  • In Zapier assistance, click Connect
  • Click Copy

2_Screenvideo-Zapier_API_Generation_in_portal

  1. Head back to the pop-up window, paste the API token in the field,

  2. Click Yes, Continue to Document360

3_Screenshot_Zapier_API_Token_Pasting

  1. You can find the connected Document360 project on the Connect Document360 account page.
Change

If you wish to configure a different account later, you can do that by clicking on Change

  1. Click Continue

  2. In the Test section, click Test trigger and if the trigger is successful, click Continue

2. Setting up the action

In Action, choose Google Sheets, and Google sheet blade appears.

  1. By default, the App & event section would be selected

    • App → Google Sheets
    • Action event → Create spreadsheet row
  2. Click Continue

  3. In the Google Sheets account field, click on connect a new account

  4. Key in your Google account credentials, click on the Allow button in the authorize window

  5. Click Continue

4_Screenshot_Google_Sheet_Sign_in_credentials

  1. In the Set-up Action field,

    • Drive → My Google Drive/Choose the drive from the list
    • Spreadsheet → Select the desired Spreadsheet file from your Google Drive
    • Worksheet → Choose the desired worksheet in the selected spreadsheet file above
  2. As soon as you select the worksheet, you can find the column headings listed. Select the Document360 article attribute you want to map with the respective field. Click on the Continue button

  3. Since you’re building a Zap that uses Google Sheets to add data, there are a few things you will need to do to get that sheet ready to work with Zapier. These steps are necessary to ensure we can interact with your sheet effectively. Here is the How to guide →

Note

Zaps are intended to only add rows to the end of the spreadsheet and not any other row.

  1. Once done, click the Test step. And click Publish

  2. You would get a success message window stating Your Zap is on. You can click on the Manage your Zap button to go to your Google Docs+Document360 Zap overview page.

5_Screenshot_Zap_connection_Successful

Note

If you rename your Sheet and/or worksheet(s) within the Sheet, you'll need to reselect them in the Zap Editor to update to the new names.

How will you delete Zap?

  1. Go to the Zapier dashboard. In the overview page, a list of all existing Zaps is displayed
  2. Click the right arrow (>) of the desired Zaps and click Turn off and delete Zap