Connecting to Google Drive & Spreadsheets

Connecting to Google Drive & Spreadsheets

Adding and authenticating a Connection to your Google Drive and Spreadsheets allows data to be pushed and pulled between the two platforms.

Form Connectors can then be added to send files to your Google account or add rows to a spreadsheet when a form is uploaded.

Data Source Connectors can also be added to pull data from a spreadsheet into a data source for in-app use.

But you’ll need to authenticate a Connection before you can add these Connectors.

Adding

The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections.

On the Connections page:

  • Click the ADD CONNECTION button on the top right to bring up a list of connections.
  • Click on the Google option to add the connection.

Authenticating

After adding a Google Connection, sign in with Google and choose an account to authenticate the connection.

After successfully authenticating the connection to your Google account, you can use Google Picker to choose a root folder to simplify folder paths when adding Form Connectors.

After saving, Form and Data Source Connectors can now be added to push and pull data from the connected Google account.

Unrestricted Google Connection

This connection uses unrestricted permissions/scopes to communicate with Google accounts and doesn’t require CASA Certification, as opposed to Legacy Connections.

Legacy Connections

Google Connections created before December 2024 used a restricted scope when communicating with Google accounts. The Legacy Connection tooltip identifies these connections.

Connections using restricted scopes eventually require CASA Certification, which is quite a process; hence, the update to only use unrestricted scopes.

We strongly recommend re-authenticating any Legacy Connections to benefit from this update.

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