Update Key Results from Google Spreadsheets

To update key results (KRs) in WorkBoard directly from a Google spreadsheet, link cells in your worksheet to your KRs. As you make changes in the spreadsheet, your KRs in WorkBoard are updated automatically.

Update Key Results from Google Spreadsheets

To get started:

1. Create Your Objective and Key Result if you don’t already have one.

2. Go to Integrations > Custom Integrations > Google Sheetsmceclip0.png

3. Copy the block of code that's generated, and take note of the metric ID -- you’ll need them for following steps. mceclip1.png

4. Create a Google spreadsheet.

5. Go to your Google Spreadsheet, right-click on the cell you want to use as your data source, and select "Define named range." Change the default value to "WoBo_Metric_####" (the value from step 3), and select the "Done" button. This will allow you to add rows or columns to your spreadsheet without disrupting the flow of data into WorkBoard.mceclip2.pngNote: Any changes to cell values by sorting data will break the cell relationship. It’s best not to sort the data in your spreadsheet.

6. On your Google Spreadsheet, click on Extensions, then Apps Script.mceclip3.png

7. Paste the block of code you copied in Step 3 into the script editor, and select “Save”.mceclip4.png

8. On the same script editor window, select the clock on the Apps Script bar, and then select “Triggers”.mceclip5.png

9. Select “create a new trigger”.mceclip6.png

10.  Select your settings the trigger uses to execute on selection change. mceclip7.png

Setup complete! Now whenever there’s an update to the cell with the range named "WoBo_Metric_{metric_id}," your changes will be reflected automatically in Workboard in real time.

If you have questions about creating a Google spreadsheet integration, contact your CSM.

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