Google Sheets Integration


About this integration
SAS_IntegrationNotRESTIntroduction

You can integrate third-party systems with Product name - ev sas.png in many ways. The method you select will depend on business requirements, architectural and security constraints as well as the characteristics specific to each third-party application or service. You can use the REST, CSV, Online CSV data sources and the HTML Script widget.

This document describes a standard integration process that has already been implemented in a customer context.

To find out more about this integration, please contact the Logo - EasyVista.png Consulting & Professional Services team, the Logo - EasyVista.png Support team, or your service provider and integrator.

Integration Summary

Google Sheets is an office application that enables you to create and format online spreadsheets that are accessible from any workstation and that can be modified in real-time by any user with the relevant access rights.

You can then integrate this data in any Product name - ev sas.png app using an Online CSV data source that points to the URL of the Google Sheets spreadsheet, and display it, for example, using a Data Viewer widget. Data will automatically be updated in the Product name - ev sas.png app each time the content is modified in Google Sheets.
 

Integration Data Feed (direction) Authentication Type Integration Connector Options

Product name - ev sas - big.png

Up arrow.png

Logo - Google Sheets.png

N/A

Online CSV data source   Apps - Datasource - CSV Online icon.png

SaaS Version of Third-Party Product

On-premise Version of Third-Party Product

Check icon.png

Not check icon.png

Notes

  • You must have a Google account to be able to use Google Sheets.
  • There must not be any empty row or column at the top of the spreadsheet. The first row must contain titles.
             Example documentation icon EN.png   Google Sheets - Example sheet.png
  • In Google Sheets, you can disable an option so that published data is not automatically refreshed. If you do so, the data displayed in the Product name - ev sas.png app will be static.

Procedure: How to integrate a Google Sheets spreadsheet

1. Go to Google Sheets and open the Google Sheets document you want.

  • If you have not yet done so, log in using your Google account.
  • You can open an existing spreadsheet:
    • Click on the spreadsheet you want in the list of spreadsheets. The document will open.
    • To return to the list of spreadsheets, click Google Sheets - Menu sheet icon.png at the top left.
  • You can create a new spreadsheet:
    • Click Google Sheets - Create sheet icon.png at the bottom right.
    • Enter data in the spreadsheet.
    • Select File > Rename to rename the spreadsheet.

2. Generate the URL pointing to your online Google Sheets spreadsheet.

  • Select File > Publish to the web.
             Google Sheets - Publish.png
  • In the Link tab:
    • Click Web page and select the Comma-separated values (.csv) option.
    • If your document contains several sheets, you can publish just one of them. To do so, click Entire Document and select the sheet you want to publish.
  • Ensure that your data is constantly refreshed online when you modify your Google Sheets document:
    • Click Published content and settings.
    • Select the Automatically republish when changes are made box.
  • Generate the URL pointing to your Google Sheets spreadsheet:
    • Click [ PUBLISH ].
    • Copy the link displayed.
               Google Sheets - Publish URL.png

3. Go to Product name - ev sas.png and integrate the data from your Google Sheets document in an app.

  • Open the app you want.
  • Add a dynamic Online CSV data source pointing to the Google Sheets document:
    • In the Objects pane, click Apps - Add datasource icon.png. Open the Online category and select the Online CSV data source.
    • Rename the data source so you can easily identify it.
    • Select Content > Base URI and paste the link generated by Google Sheets.
    • Select the Select First Row As Current Record box to indicate that the first row contains column headers.
    • Click [ PREVIEW ] to check the data.
               Google Sheets - Preview datasource.png
  • Display the data from the new data source using a Data Viewer widget:
    • In the Objects pane, click Apps - Add widget icon.png. Open the Basic category, then click and drag the Data Viewer widget to the Design pane.
    • Rename the widget so you can easily identify it.
    • Select the data source you previously created from the Content > Data Source drop-down list. The data from the Google Sheets spreadsheet will automatically be displayed.
    • Select the display mode you want using the Content > Default View drop-down list, i.e. Grid (formatted using Theme > Cell Style/Grid Style), Line (formatted using Line properties), or Tile (formatted using Tile properties). Open url.png  See the description of properties.
    • Complete the form of the record in the Form section.

4. In your Product name - ev sas.png app, check that the data from the Google Sheets document is correctly displayed.

  • Click EVApps - GUI - Execute icon.png to switch to preview mode and check the data displayed.
  • Check that the data is automatically refreshed:
    • Go to your Google Sheets spreadsheet. Make a modification and exit Google Sheets.
    • Return to your Product name - ev sas.png app. Switch to preview mode and refresh the screen (Note: Some time may be required before the data is refreshed).
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Last modified by Unknown User on 2017/04/24 23:05
Created by Administrator XWiki on 2016/07/11 15:05

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