To move data between Google Drive and Google Sheets, you first need to set up and authenticate a connection between the two. Once this connection is in place, you’ll be able to easily send (push) or receive (pull) data between them.
A Form Connector can then be configured to automatically send uploaded files to your Google account or add new rows to a spreadsheet when a form submission is received.
- Google Drive - Form Connector (NEED TO ADD LINK WHEN PUBLISHED)
- Google Spreadsheet - Form Connector (NEED TO ADD LINK WHEN PUBLISHED)
You can add Data Source Connectors to retrieve (pull) information from a spreadsheet into a data source for use within the app.
- Google Drive - Data Source Connector (NEED TO ADD LINK WHEN PUBLISHED)
- Google Spreadsheet - Data Source Connector (NEED TO ADD LINK WHEN PUBLISHED)
Adding a Google Connection
Navigate to the Side Menu → Connected Data → Connections to add a Google Connection.
More information on adding a connection can be found here: Adding Data Connections.
On the Connections page:
- Click the ADD CONNECTION button on the top right to bring up a list of connections.
- Click on the Google option.
Authenticating
After the connection is added, sign in with Google credentials and choose an account to authenticate the connection.
Once you’ve successfully connected and authenticated your Google account, you can use Google Picker (Choose Folder) to select a root folder. This helps simplify folder paths when setting up Form Connectors.
Legacy Connections
Google Connections created before December 2024 use a restricted access scope when interacting with Google accounts. The Legacy Connection tooltip identifies these connections.
Connections using restricted scopes eventually require CASA Certification, which is a complex process. This update ensures only unrestricted scopes are used.
We STRONGLY recommend re-authenticating any legacy connections to take advantage of this update.