Connect Google Sheets to LaunchBay
Make spreadsheets you’ve created using Google Sheets viewable to clients directly in their LaunchBay client portals. Connect Google Sheets to LaunchBay by embedding spreadsheets you’ve created into tasks or pages within your LaunchBay client portals.
Note: As with all integrations in LaunchBay, you can connect Google Sheets to both client tasks and portal tabs. The steps of this guide will cover the process for adding Google Sheets to LaunchBay client tasks, but the process for adding them to portal tabs is similar. See the note listed before Step 2 for additional instructions.
Step 1:
In the Google Sheet you want to add to a client task in LaunchBay, open the “File” dropdown menu, then click Share > Publish to Web.
From the “Link” tab of the modal that opens, click “Publish.” Once your spreadsheet is published, copy the link and return to LaunchBay.
📢 Note: To add a Google Sheets spreadsheet to a portal tab instead of a client task, select a project from your LaunchBay dashboard and click “Portal”. Click “+New” and follow steps 2 and 3 as instructed, pasting the code you copied in the “App Embed Code” section of the page.
Step 2:
In your LaunchBay account, select a project, and click “Create Task.”
Enter a title for your task, and click “Embed” from the list of attach options in the task composer.
Step 3:
Finally, paste the code you copied from Google Sheets into the “Embed content in task” modal that opens and click “Save.”
From here, you can save the task as a draft or, once you assign clients, send it to them to complete.
Final thoughts:
And you’re done!
By following these steps, you have successfully connected Google Sheets to LaunchBay, enabling clients to access the spreadsheet you created in Google directly within a task you assigned them to complete in their LaunchBay client portal.