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      Using Google sheets in Clinked

      Google Sheets has been a key data tool for many businesses. It is also an efficient way to present data to your clients - and allows for iframes so you can integrate data views into your Clinked groups. This allows working directly in a Google Sheet from Clinked in real time, even for those without a Google account. 

      This article explains;

       

       

      How to create a Google sheet

      In order to be able to use a Google sheet in Clinked, first you need to create it. This section explains how to create a Google sheet and make it shareable.

      1. Navigate to https://docs.google.com/spreadsheets 
      2. Start a new spreadsheet or edit an existing one
      3. Click the ‘share’ button at the top right-hand corner
      4. (optional) Add people and groups you want to share the spreadsheet with 
      5. Adjust the general access settings (a spreadsheet can be made available to certain people, an organisation, or anyone with the link on different levels of access)
      6. Click “copy link” button to share it

       

      If preferred, a Google Sheet can be shared as a published read only document. To do this;

      1. Click “File” on the menu bar
      2. Hover over “Share” to display options
      3. Select “Publish to web”
      4. Press the “Publish” button
      5. Copy the link on the screen

      How to import a Google sheet into Clinked

      In your portal, a Google sheet can be embedded in a note as an iFrame. Before it can be added, the spreadsheet’s domain must be added to allowed domains for iFrame links list.

      1. Navigate to Account Settings in your portal
      2. Select “Security & Authentication” 
      3. If it is not on the list, type docs.google.com into the allowed domain for iframe links box and remember to press “update” button

      For more information on iFrames and how to use them in Clinked, you can read the help article in the following link: What is an iFrame?

      Now that everything is ready, the Google Sheet can be imported into a note in your client portal. To embed a Google sheet, please follow the steps below

      1. Navigate to “Notes” in a group and create a new note
      2. Click “Insert” on the menu bar
      3. Select “IFrame”
      4. Make sure docs.google.com is on the allowed domains list
      5. Paste the link you copied from the spreadsheet into the URL bar
      6. Click “Insert” button
      7. Remember to “Save” the note before finishing

       

      When you’re finished, your Google Sheet will appear in a note and you will be able to edit it directly from Clinked.

       

       

      How to share a Google sheet in a group dashboard

      This section explains how to display a Google Sheet on a group homepage. Please remember, in order to be able to do this, all previous steps on this article must be completed first.

      1. On a group homepage click the edit button on the top right corner
      2. Click “Add Widgets” button
      3. Choose “Note” from the available options
      4. Choose the note that has the Google Sheet embedded
      5. Click “Select” button

      The Google sheet will be added to the group homepage where it can be edited directly in real time.

       

       

      Hope this helps explain how you can work with Google Sheets in Clinked. Please see related articles below: