Getting started: Google Sheets Anywhere
Overview
The Google Sheets Anywhere Integration for http://monday.com is a tool that allows users to embed Google sheets directly into their http://monday.com Boards, Items, Dashboards or Workdocs. This integration streamlines collaboration, eliminates manual data entry, and allows users to customize the integration to their specific needs.
Accessing the Application
To use Google Sheets Anywhere, follow these steps:
On Google Sheets side
1. For read-only presentation
Open Google Sheets, in the top menu, click on File then Share and Publish to web.
Select if you want to share the whole document or only one sheet
Select “Web page” as publish format
Then click on the Publish button
Copy the generated URL
2. For edit mode
Open Google Sheets, in the top right menu, click on the Share button.
If you are using Google Chrome, you can allow the edition only for company/group users : set General access to the requested group
If you are NOT using Google Chrome, be sure the General access option is set to Anyone with the link
Click on the Copy link button
On http://monday.com side
Navigate to your http://monday.com board view
Open the application by clicking on the Google Sheets Anywhere tab. The application settings page will appear.
Paste the link you copied from Google Sheets in the dedicated space
If you see a preview in the right panel, it means it’s all good
Settings
You have several settings in the applications.
Render Options
Embedded size : select how much you want the Sheets to use the space. (All space by default)
Once you have set-up your Sheets, just click the Save settings button to access to the Sheet embedded in http://monday.com
You can go to the settings page by clicking the settings button at the bottom right of the Sheet.
Item view Features and Settings
Google Sheets Anywhere have additionnal features and settings for the Itew views.
You can retrieve Google Sheets URL from a column value.
In your board, add a column with all the links to the Google Sheets and in the Google Sheets Anywhere settings, select the column.
Or if you want all the items to have the same Google Sheets, select Direct link and add the link to the form.
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