Integrating your Boards Forms with Google Sheets provides a seamless connection for data management and analysis. This streamlines data capture, allowing you to efficiently process and respond to new customer information.
Setting Up Google Sheets Integration
Each response submitted through your Form is instantly recorded in a dedicated Google Sheets spreadsheet, updating in real-time.
- Open/Create a Page: Create a new Page with a Form or open an existing one.
- Edit Form: Tap the Edit icon to edit the Page. Edit the existing Form or add a new one.
- Select Fields: Select your desired fields (Name, Email, etc.), then tap “Next.”
- Connect Sheets: Tap “Connect Google Sheets.”
Note: A Gmail account is mandatory for this integration. - Allow Permissions: Log into your Google Account and confirm the connection and save. You must allow permissions in your Google Account if prompted (this is a one-time setup).
- Access Data: Reopen the form settings, and you’ll see the Google Sheet link. Tap this link to access your data instantly.
Tip for Access: You can also go to your Google Drive and search for the Page name or Form name to find the automatically created spreadsheet.
Best Practices for Data Management
To keep everything running smoothly and ensure data safety, keep these guidelines in mind:
| Action | Impact on Integration |
| Renaming the Spreadsheet | Won’t affect the integration. You can rename the spreadsheet in Google Sheets at any time. |
| Modifying Form Fields | Adding or removing form fields within Boards Pages won’t affect the data already captured in your Google Sheet. |
| Rearranging Columns | Breaks the link! Do not rearrange the columns or delete anything in your Google Sheet that was set up through Boards. Changes like these can break the link and stop new data from coming in. |
| Copying Pages | When a Page with a Form is copied, the newly created Page will require its own connection. A dedicated, new spreadsheet will be created for this new Form. |