Key Results from Google Sheets


The Google Sheets integration allows you to define a cell from a Google Sheet to use as an input for a Key Result in WorkBoard. As the value in the cell of the Google Sheet updates, the associated KR will update on the next update cadence. 

Configuring a Data Connector

Prior to setting up a new Key Result data connector, your organization’s IT Administrator may need to approve the connector if there is an approval configuration. Once enabled, any user can have their Key Results measure progress from that specific connector. 

  1. Create a new Key Result by selecting the kebab menu (3 dots) next to the applicable Objective.
    • If the Objective hasn't been created, simply select Create > Team Objective or Personal Objective, then enter your Key Result name.
  2. Select Edit Settings from the dropdown. 
  3. Click Add another key result and enter your Key Result name.
  4. Select Advanced options, then Pull data from external applications. 
  5. Choose the applicable data source from one of the options:Screenshot 2023-07-18 at 11.55.14 AM.png
  6. Log in to the application by inputting your credentials. 
    • Please note that for some applications, you will also need to create an API key or provide OAuth2 information. This information is Read Only. 
  7. Once enabled, your Key Results will automatically update based on the update cadence specified in the Key Result's configuration.
  8. If you need to manually sync an update, use the Sync Integration Data option from the kebab menu (three dots) in the upper right-hand corner of the Key Result details page.

Setting up a Key Result from Google Sheets

  1. After following steps 1-3 above and selecting Google Sheets from the list of integrations, sign in using your custom domain URL.
  2. Select the File dropdown to choose a file from which to pull data.mceclip3.png
  3. Select the Sheet dropdown to choose a sheet from the file.mceclip4.png
  4. Enter the cell which contains the data that you want to pull into WorkBoard. Select Type in exact cell to pull data from a specific cell. Select Define cell via starting range to see row and column labels after a range is inserted. 
    Note: WorkBoard only supports pulling in data if it is a number or percentagemceclip0.png
    Note: If a new row is added to the sheet above the integrated cell, or a new column before the integrated cell, then the integration mapping needs to be redone to continue pulling in the correct data.
    • (Optional) For real-time validation of data before connecting, select Verify data source.
      Note: This button displays the current value in the cell mapped to the KR for visual confirmation of the data.
  5. Choose Connect to set up Google Sheets integration. 
  6. Enter the remaining Key Result details, then select an Update Cadence to determine how often WorkBoard will sync to pull the latest value for your Key Result.
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
  7. When finished, select Save to lock in the settings for your Key Result, then Done to apply these changes to your Objective.

Synchronizing Data from Google Sheets

WorkBoard will effortlessly sync Key Result updates directly from the data connector based on the specified update cadence. You can manually sync Key Result updates, if needed, in two ways:

Force a Sync on a Single Key Result:

  1. Select Key Result to navigate to the Key Results Details page.
  2. Click the kebab menu (3 dots) in the upper right-hand corner of the page.
  3. Select Sync Integration Data.

Force a Sync for all Key Result Integrations:

  1. From the My Objectives Page, select the kebab menu in the upper right-hand corner.
  2. Select Sync Integration Data.

Frequently Asked Questions

Can I login using a username and password?

When connecting your Google Sheets integration, you'll need to use the SSO login. 

What kind of sheets are visible in the dropdown list to map a data cell?

You can see both standard and hidden sheets in the dropdown list. 

Can a mapped cell support a formula?


What happens if the mapped cell is not a numeric value?

You'll receive an error if the mapped cell is not a numeric value. The user can use the Verified Data Button to catch the error at the time of mapping. 

What are the scopes of access that WorkBoard receives when I integrate a Key Result connector?

The scope of access is Read Only, which is bounded by the user integrating with the service.

Will the Key Result connector pull in historic updates?

No, the connector does not have the automated ability to post historic updates to Key Results. The update always goes to the present interval due for the Key Result.

  • Please note that KPI integrations will only deliver updates that are currently due, meaning data pulled in Month X will have the timestamp 'Month X'.
    • As a workaround, multi-target KRs can divide a Key Result into distinct named intervals such as 'August', 'September', 'October', etc. The 'July' interval, for instance, would encompass the start/end dates for data collection (August 1st - August 31st). Despite being named 'July', the data collection would actually occur within the timeframe of August.

When will the connector update my Key Result?

The integration will update based on the update frequency set up for the Key Result (e.g. weekly updates weekly, daily updates daily, etc.). The integration scheduler operates on a twice-daily basis, offering two opportunities for updates to ensure data accuracy. To optimize efficiency, the scheduler skips updates for Key Results (KRs) that are not due for updates, to prevent redundant data updates and maintaining a streamlined process.

When does Google Sheets update?

11am PST and 11pm PST.

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