Google Sheets Connection
Connect Google Sheets so tools can copy rows or read live rows. This is not Drive knowledge and not Calendar booking.
Google Sheets Connection#
This page covers the Google Sheets connection. It authorizes spreadsheet data for tools. It does not deploy a channel, import old chats, or turn on live replies.
Connecting Sheets does not train the agent and does not book appointments. Each tool still chooses its own workbook.
What the connection does#
| Included | Not included | |
|---|---|---|
| Connect the Google account | Tools can use spreadsheets that account can edit | Reading every spreadsheet on the account |
| Row copies | Leads, bookings, forms, orders, or payment proof can append rows where that tool points | A customer-facing inbox |
| Live lookup | A tool can read current rows for a price, stock count, status, or ID | Saved knowledge. A Drive file is a different source |
| Fallback workbook | An optional sheet for a generic copy | A requirement. You can skip it |
| One Google account | The connection for this agent | Google Calendar availability or Google Drive file links |
Booking rows copied to a sheet are a record. The appointment itself is created by Google Calendar or AlonChat Calendar. A spreadsheet you add under Sources → GDrive is a knowledge file, not this live connection.
Connect#
- Open Settings → Connections.
- Choose Google Sheets and click Connect.
- Sign in with Google and allow access.
- Skip the fallback workbook unless you want one generic place for sheet copies.
- Open the tool that should write or read, and choose its workbook and worksheet there.
| Tool | What you choose in that tool |
|---|---|
| Lead capture | Workbook, worksheet, and lead fields |
| Booking | Where booking, reschedule, and cancellation rows are copied |
| Custom forms | A workbook and field mapping for each form |
| Orders | Where confirmed orders or quote rows are copied |
| Payment proof | Where proof and review status are copied |
| Live lookup | The sheet a tool reads for current rows. Set this inside the tool |
Structured Data is a saved import of a table, such as a catalog you upload or pick as a file. It is not a substitute for this connection when a tool needs the current row.
Before a tool relies on it#
- Put clear headers in the first row, and keep dates, prices, and IDs in one format.
- Confirm the connected account can edit a sheet it should write.
- Run a private test from Test.
- Check the new row, or the value that was read, in the spreadsheet itself.
- Teach policies in Sources, and turn on the customer channel separately.
If a sheet will not open, reconnect Google Sheets and confirm that account can open the file. If a lookup misses, check the worksheet and header you selected for that tool, not the Drive knowledge files. If a write fails, the sheet may be protected or the account may only have view access.
Disconnect from Settings → Connections when tools should stop using the account. The spreadsheet stays in Google Drive.