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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.

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  • Select whether you want to share the entire document or only one sheet

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  • Select Web page as the publish format

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  • Then click on the Publish button

  • Copy the generated URL

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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 editing only for company/group users: set General access to the requested group

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  • If you are NOT using Google Chrome, be sure the General access option is set to Anyone with the link

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  • 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.

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  • 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

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Settings

You have several settings in the application: Render Options and Embedded size

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Once you have set up your sheets, just click the Save settings to access the Sheet embedded in http://monday.com

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You can access the settings page by clicking the Settings button at the bottom right of the sheet.

Item view Features and Settings

Google Sheets Anywhere has additional features and settings for the Item views.

  • You can retrieve a Google Sheets URL from a column value.

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  • In your board, add a column with all the links to the Google Sheets and in the Google Sheets Anywhere settings, select the column.

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  • Or, if you want all the items to have the same Google Sheet, select Direct link and add the link to the form.


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