Google Sheets integration

The Rebilly Google Sheets integration automatically appends event data to specific Google Sheets spreadsheets as events occur in Rebilly.

This integration appends new data as the event occurs. To download pre-existing data, see Data exports.

Access scopes

This integration requires access to your Google Drive files. The following scopes are required:

• See and download all your Google Drive files: Required to list all Google Sheets spreadsheets in your Google account in Rebilly.
• See, edit, create, and delete your spreadsheets in Google Drive: Required to append data to your Google Sheets spreadsheets.

Add a Google Sheets spreadsheet

Use this process to integrate a Google Sheets spreadsheet with Rebilly. New data is appended to the bottom of the spreadsheet when a specific event occurs in Rebilly.

1. In the left navigation bar, press App store, then press Google Sheets.
2. Press Connect to Google Sheets and enter your Google account credentials, or select a Google account if you are already signed in.
3. Press Allow to allow Rebilly to access your Google Drive files. For more information, see Access scopes.
4. In the Google Sheets spreadsheet field, search for your spreadsheet name or enter the full Google Sheets URL.
5. In the Event dropdown, select an event. When this event is triggered, data is appended to the spreadsheet.
   For more information, see Events.
6. Optionally, to specify conditions on when the event is triggered: In the Conditions section, clear the No conditions checkbox, then select a filter and define requirements. To add additional filters, press Add filter.
7. Select and order fields that are appended to the spreadsheet when the event is triggered:
   • To add fields: Press More fields, then select the fields you want to append.
   • To reorder fields: On the left of the field, press and drag the field to the new position.
   • To delete a field: On the right of the field, press .
8. Optionally, to test the integration:
   1. In the top right of the screen, press Test integration.
      This appends a test row to the bottom of the spreadsheet.
   2. Check the Google Sheets spreadsheet to confirm the test row is appended.
9. Press Save.

Edit a Google Sheets integration

Use this process to edit an existing Google Sheets integration.

1. In the left navigation bar, press App store, then press Google Sheets.
2. On the right of the integrated Google Sheets spreadsheet, press , then press Edit.
3. Edit the integration.
4. Optionally, to test the integration:
   1. In the top right of the screen, press Test integration.
      This appends a test row to the bottom of the spreadsheet.
   2. Check the Google Sheets spreadsheet to confirm the test row is appended.
5. Press Save.

Test a Google Sheets integration

Use this process to test that a Google Sheets spreadsheet is integrated correctly, and that data is appended as expected. This process appends a test row to the bottom of the associated Google Sheets spreadsheet.

To integrate a Google Sheets spreadsheet, see Add a Google Sheets spreadsheet.

1. In the left navigation bar, press App store, then press Google Sheets.
2. On the right of the Google Sheets spreadsheet, press , then press Edit.
3. In the top right of the page, press Test integration.
4. Check the associated Google Sheets spreadsheet to confirm the test row is appended.

Remove a Google Sheets spreadsheet

Use this process to remove an integrated Google Sheets spreadsheet from Rebilly.

1. In the left navigation bar, press App store, then press Google Sheets.
2. On the right of the integrated Google Sheets spreadsheet, press , then press Remove connection.
3. In the confirmation dialog, press Delete Google Sheets integration.