Connect your Google Sheets account and access your databases directly from your bot. This way, you'll have the information you need to communicate, always updated in a simple and efficient manner. Doing this is very easy.

Integrate the channel

You only need to go to the settings menu > integrations > other platforms, and then select the Google Sheets option. A tab will open where you will need to grant the requested permissions using the corresponding email address.

Once you click on "Connect," you can choose a Gmail account that is already signed in on your device or connect a different account.

Finally, you must grant the necessary permissions to work with Google Sheets.

Once completed, you must select the spreadsheet you want to connect to the bot.

This way, you will have completed the channel connection.

Within Botdesigner, Google Sheets has two actions on the platform, each with a specific function:

• Create record in Google Sheets: Allows you to collect user data from Botmaker through variables and transfer it to a Google Sheets spreadsheet.
• Incorporate data from Google Sheets: Allows you to check if the value assigned to a variable matches a value within the Google Sheets document, and sends the information from that row to Botmaker to use as variable values.

To select a file to work with, within the action you must choose the integration, where you select the account that contains the file you're looking for. Once done, you need to enter the Excel file's ID.

How to get the Excel ID?

To obtain the Excel ID, go to the file you want to work with. Once there, you need to get the ID. The ID consists of the characters between the “d/” and the “/edit” in the URL, as illustrated in the image.

Once copied, you must paste it into the “Enter Excel ID” section.

Once loaded, you can proceed to edit the sheet and columns of the file you wish to work with.

What to do if I have a previously made integration with access to a file?

In these cases, there is the option to select the integration “Legacy - Google Service Account,” which allows you to choose files that were previously uploaded.

Important

You can choose from the files that Botmaker already has access to, or enter the ID of the file. You cannot upload individual files that haven’t been added through the previous integration. The only way to access Google Sheets is by connecting a Google account.