Integrating Zenedu with Google Sheets allows you to fully automate data collection for your users and sales. Now, new orders, payments, subscriptions, and students' lesson progress will instantly flow into the spreadsheet without manual copying or exports, helping you run analytics in real time.
How to Connect Google Sheets
1. Creating a Spreadsheet
Before getting started, you need to create a spreadsheet in Google Sheets and configure access to it for the integration.
To do this:
1. Open the Google Sheets website and sign in to your Google account.
2. Click "Blank spreadsheet" to create a new spreadsheet.
3. Specify the spreadsheet name, sheet name, and configure the column structure for future data by assigning names to the required number of columns. In the example shown in the screenshot below, we will create 3 columns:
2. Connecting a Spreadsheet
To connect Google Sheets to your bot, follow these steps:
1. Open your bot settings:
2. Go to the "Integrations" tab.
3. Click the "Connect" button:
4. A window will open for signing in to your Google account. You must sign in to the account where your spreadsheet was created:
5. Click the "Continue" button:
6. Click the "Allow" button, thereby granting your bot access to the list of Spreadsheets:
7. After connecting, you will see your Google account email address and the "Select spreadsheets" button, which you need to click:
8. In the window that appears, click the blue "Allow cookies" button:
9. Select the required spreadsheet by clicking on it once and confirm your selection by clicking the "Select" button:
10. After that, you will see the spreadsheet you connected:
If you want to disconnect a spreadsheet, click the cross icon to the right of its name.
If you want to disconnect your Google account, click the icon to the right of the "Select spreadsheets" button.
There is no limit on the number of connected spreadsheets.
How to transfer data to the spreadsheet
To populate a spreadsheet with data, you need to create an automation that will perform this action. Let's look at an example using the funnel started automation:
1. Go to the Marketing → Automations section and click the "Create automation" button.
2. In the When field, specify the event you need. For example, "Funnel started", and also specify the name of the required funnel.
3. In the Then field, select "Add row to Google Sheets":
The "Update row in Google Sheets" option can be selected if you need to update data in existing rows of a previously connected spreadsheet.
Rows in spreadsheets that were not populated through Automations cannot be updated.
Example: You manually entered values into several rows.
Result: The system will ignore these records and will not update them.
4. In the following fields, select the name of the required spreadsheet and the name of the required sheet within that spreadsheet. The system will automatically pull the column names from the spreadsheet:
5. Click the first dropdown list, which will display the list of data that can be written to Column 1 (the name of your column from the spreadsheet will be displayed):
6. Select the required value for each column from the corresponding dropdown lists:
7. Click the "Save" button.
At this stage, the setup is complete. When this automation is triggered, the data will be automatically added to the spreadsheet.