Google Sheets Integration

This guide provides a comprehensive overview of the Google Sheets integration, from setup to daily use. It is intended for product managers, designers, researchers, and support agents who want to leverage customer feedback from Google Sheets to drive product decisions.

Introduction

The Google Sheets integration allows you to connect your Google Sheets account to this platform, enabling a seamless flow of customer feedback. By integrating with Google Sheets, you can:

  • Sync customer feedback: Automatically pull in feedback from your Google Sheets.
  • Analyze customer feedback: Use AI-powered tools to analyze feedback and identify emerging trends, feature requests, and pain points.
  • Gain actionable insights: Translate customer feedback into actionable insights that can inform your product roadmap and strategy.

Setup Process

Connecting your Google Sheets account is a straightforward process that uses OAuth2 for secure authentication. Here's how to do it:

  1. Navigate to the Integrations Page: From the main dashboard, go to Settings > Integrations.
  2. Select Google Sheets: Find the Google Sheets integration and click Connect.
  3. Authorize Access: You will be redirected to Google and asked to authorize the integration. Click Allow to grant access.
  4. Confirmation: After authorizing, you will be redirected back to the platform. The Google Sheets integration will now show as Connected.

Data Synchronization

Once connected, the platform will automatically sync data from your Google Sheets account. Here's a breakdown of how it works:

  • Initial Sync: The first time you connect, the platform will perform an initial sync of your selected Google Sheet.
  • Ongoing Sync: After the initial sync, the platform will periodically sync new and updated rows. You can also trigger a manual sync at any time.
  • Data Collected: For each row, the platform collects the following information based on your column mapping:
    • Timestamp
    • Feedback content
    • Customer's email and name
    • Category
    • Priority
  • Data Processing: The collected data is then processed by our AI models to:
    • Categorize feedback into types like "feature request," "complaint," or "bug report."
    • Identify keywords and themes.
    • Analyze sentiment.
    • Extract product areas and feature gaps.

User Interface

The Google Sheets integration page provides a comprehensive overview of your synced data and allows you to manage the integration's settings. Here's a walkthrough of the key components:

  • Sync Status: This section shows the status of the latest sync, including the last sync time and the number of rows processed. You can also trigger a manual sync by clicking the Sync Now button.
  • Configuration: In this section, you can configure the integration's settings:
    • Spreadsheet: Select the spreadsheet that you want to sync.
    • Sheet: Select the sheet within the spreadsheet that you want to sync.
    • Column Mapping: Map the columns in your sheet to the corresponding fields in the platform.
    • Sync Frequency: Choose how often you want to sync data from Google Sheets (e.g., hourly, daily, weekly).
    • AI Analysis: Enable or disable AI-powered analysis of your feedback.
  • Disconnect: If you need to disconnect your Google Sheets account, you can do so by clicking the Disconnect button. This will stop all data synchronization and remove your Google Sheets credentials from our system.

Troubleshooting

If you encounter any issues with the Google Sheets integration, here are some common problems and their solutions:

  • Integration is not connecting:
    • Permissions: Ensure that the user who authorized the integration has the necessary permissions in Google Sheets to access the selected spreadsheet.
  • Data is not syncing:
    • Sync is in Progress: Check the sync status to see if a sync is already in progress.
    • Column Mapping: Ensure that you have mapped the columns in your sheet correctly.
  • Data is not up to date:
    • Sync Frequency: Check your sync frequency settings. If you need more up-to-date data, consider increasing the frequency.
    • Manual Sync: You can always trigger a manual sync to get the latest data.

If you continue to experience issues, please contact us for assistance.