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      Link goals With Google Sheets

      Table of contents

      1. Introduction
      2. Link goals with Google Sheets
      3. Edit and unlink goals from Google Sheets
      4. Sync goals with Google Sheets

      1. Introduction

      Engagedly's Goals module integrates with Google Sheets, allowing employees to link their goals to cell data for automatic progress updates. This saves time and reduces the risk of errors from manual updates.

      After linking goals with Google Sheets, employees can edit them and unlink them if required.

      After linking a goal with Google Sheets, you can manually sync it anytime.

      2. Link goals with Google Sheets

      Prerequisite

      Navigate to Goals > My Goals > Owned by Me.

      1. Click Add Goal at the top right.
      2. Type the goal title and set the start and end dates.
      3. In the Measurement Type field, click the drop-down and select Quantity as the measurement type.

      Note: You must select the measurement type Quantity to view Google Sheets in the Integration field.

        4.   In the Integration field, click Google Sheets.

      Link goals with Google Sheets1

        5.   Click Choose spreadsheet and click Sign in with Google.

        6.   Enter your Google credentials, or select the account if you have saved it, and click Allow to grant access to it.

      You can view a list of spreadsheets.

        7.   Select the spreadsheet you want to link with a goal and click Select.

      Link goals with Google Sheets2

        8.   In the Select Sheet drop-down, select the particular sheet.

        9.   In the Enter Cell field, enter the cell number and click Verify.

      You can click Change if you want to change the selected spreadsheet.

      Note: You can add only one cell value from the spreadsheet to the goal.

      Link goals with Google Sheets3

      Note: Entering an incorrect cell number results in an error.

      After verification, you can view the cell value in the selected spreadsheet.

       10.   Select the cell value as the start value for your goal if required and click Link.

      Link goals with Google Sheets4

       11.   In the Unit Type field, select the unit type and enter the start and target values.

      Note: If you select the current field value as the start value, the system automatically populates the value in the start value field.

        12.  Click Publish at the top right.

      The goal is added and integrated with Google Sheets.

      3. Edit and unlink goals from Google Sheets

      After adding a goal and integrating it with Google Sheets, you can edit it and unlink it if required.

      Navigate to Goals > My Goals > Owned by Me.

      1. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the right side of a goal and select Edit.
      2. Scroll down and in the Linked to field, click the
        • Pencil Icon to edit the goal details and change the spreadsheet.
        • Unlink Icon to remove Google Sheets from the goal.

        Note: If you want to change the spreadsheet after ten minutes, you must grant access to your account again.

        Link goals with Google Sheets5

        4. Sync goals with Google Sheets

        After linking a goal with Google Sheets, you can sync it anytime to ensure that the data is consistent and up-to-date.

        Navigate to Goals > My Goals > Owned by Me.

        1. Hover over the Google Sheets Icon for a goal integrated with Google Sheets.
        2. Click Sync to sync the goal manually.

        Link goals with Google Sheets6

        It also automatically syncs every four hours.