Google Sheet Integration

Modified on Thu, 8 Feb at 8:42 AM

Follow these steps to connect to your Google Sheet Data Source for PrediktAI and use your imported data in any of our dashboards and reports.


Before you begin

To connect, you need:

  • A Google account with the same email as your PrediktAI account. (note that you'll only need to log in as this user the first time you connect to the Master Google Sheet)
  • Access to data about your organisation's team, clients, and projects.


Instructions

  1. Connect to your PrediktAI account
  2. Open the Integrations page
  3. Scroll to the Google Sheet integration details
  4. Click on the "Edit" button. Your Master Data Google Sheet will open in a new tab.
  5. Edit the data in your Master Data Google Sheet as per the instructions from the first tab "How-to".
    1. List all your consultants in the "Consultants" tab. (Max 100)
    2. List your projects information in "Projects" tab. (Max 5) 
    3. List your consultants engagements in the "Planner" tab. Use a new line for each engagement with a start and end date. (Max 1000)
    4. Add your team's time entries in the "Timesheets" tab.
    5. Add any absences for a given month in the "Absences" tab.
  6. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.



Important 

  • Colums with a * are mandatory.
  • Greyed colums are not editable.
  • If you don't enter dates and budget information for a project it will be calculated based on the planner data. 
  • In case of conflict, data from other data sources will have precedence over the Google Sheet data.

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