Our new integration with Google Sheets, allows you to seamlessly connect your Board forms with Google Sheets, streamlining the way you manage and analyze data. This integration allows you to effortlessly capture form responses directly into a spreadsheet, enhancing your ability to process and respond to data efficiently.
This integration ensures that every response submitted through your form is instantly captured in the Google Sheet, updating in real time. You can access this spreadsheet easily from your form settings, where a direct link is provided once you create or update and save your form.
How it works:
1. Create a form/Checkout
2. On the settings, click on ‘Connect Google Sheets’
3. Once you link your Board form to Google Sheets, a new spreadsheet is automatically created.
4. When connecting for the first time, you’ll be prompted to log into your Google account and authorize Board to access your Google Sheets.
To keep everything running smoothly, here are a couple of things to keep in mind:
- Keep the structure: Try not to rearrange the columns or delete anything in your Google Sheet that was set up through Board. Changes like these can break the link and stop new data from coming in.
- Data safety: Any adjustments you make directly in the Google Sheet, like changing text in the cells, won’t affect new data coming in. But remember, if you play around too much with the structure, we might not be able to get it back just the way it was.
- Copying pages: When a page with a form connected to Google Sheets is copied, the newly created page will require its own connection. Once connected, a dedicated spreadsheet will be created for this new form as well.
The integration is designed to be flexible and user-friendly:
- Modify your form: You can add or remove forms fields as necessary within Boards. These changes won’t affect the data already captured in your Google Sheet.
- Rename your spreadsheet: Feel free to rename your spreadsheet in Google Sheets at any time; it won’t affect the integration.
- Easy navigation: A quick link in your form’s settings allows you to jump straight to your Google Sheet for easy data access.
With Board’s Google Sheets integration, you gain a powerful tool that not only simplifies data collection but also enhances your ability to make informed decisions quickly and accurately. Set it up today to start enjoying a more streamlined and efficient data management process.
