Are you using Google Sheets as a backend system, or just looking to store the data you capture with your Weavely form in Google Sheets. In this tutorial we explain you how to do just that.
Would you rather have a Weavely team member explain this to you in a video? Check out this video tutorial:
To link your form to a Google Sheet you'll need to create an automation. You can do this in the Automation menu in the plugin as follows:
You can name your automation, this makes it easier to later find and edit it. Besides this there are two essential configurations needed to setup your automation. First, you'll need to copy and paste the URL of your google sheet into the plugin. You find this URL by navigating to it in your browser.
Second, you'll need to provide Weavely access to your Google Sheet. You do this by sharing your sheet with "weavely@weavely.iam.gserviceaccount.com". Make sure that you give Weavely "Editor" rights as shown in the gif below.
For the automation to work properly you'll need to create a header row in your Google Sheet that matches your Weavely form. More precisely, the names of the columns must match the names of the form elements. This ensures that Weavely knows which data needs to be added to which column. Note that this is case sensitive, your column names must exactly match the names of your form elements. For example, say you have built the following form in Weavely:
There are 4 four elements that will actually produce data: Email, Company, Team and Learn. This means that our Google Sheets header row will look like this:
Note that the order of your header columns does not matter, Weavely will automatically match the right form element with the right column based on the names.
