Integrate Google Sheets with Engagedly (Indigo: V3)

Table of contents

1. Introduction
2. Admin setup
   2.1. Enable Google Sheets in Engagedly
3. Employee setup
   3.1. Connect Google Sheets with Engagedly
   3.2. Link goals with Google Sheets
   3.3. Edit or unlink goals from Google Sheets
   3.4. Sync goals with Google Sheets

1. Introduction

Integrating Google Sheets with Engagedly allows automatic goal progress updates using spreadsheet data. This streamlines workflows, reduces manual data entry, and aligns goal tracking and project management activities with business metrics.

Admins must contact our support team to enable Google Sheets for their organization. Once enabled, employees can connect their individual Google accounts and link spreadsheets to goals.

2. Admin setup

Complete these steps to enable Google Sheets for your organization.

Prerequisites

• Admin access to Engagedly.
• Contact our support team to enable Google Sheets for your organization.

2.1. Enable Google Sheets with Engagedly

After enabling Google Sheets by our support team, admins must configure the integration.

Navigate to Settings > Integrations in Engagedly.

1. In the "Goals" field, click Google Sheets.

     2.  Use the toggle to enable Google Sheets and click SAVE.

Google Sheets is now available to all employees.

To disconnect:

Follow the same steps to disable it.

3. Employee setup

After admins complete the setup, employees can connect their Google accounts and link goals.

3.1. Connect Google Sheets with Engagedly

Employees must connect their Google accounts before linking goals.

Prerequisites

• Access to Engagedly and Google Sheets.
• Google Sheets enabled by admin.

1. Log in to Engagedly.

2. Click your profile picture at the top right and select Account Settings.

3. Go to the Integrations tab.

4. Click CONNECT for "Google Sheets".

     5.  Click Sign in with Google, enter your Google credentials, or select your account if already saved.

     6.  Click Allow to grant access.

Your Google account is successfully connected with your Engagedly account.

To disconnect:

Follow steps 1 to 3, and click DISCONNECT for ”Google Sheets”.

3.2. Link goals with Google Sheets

Linking goals to a Google Sheet automatically updates goal progress based on the selected cell value. This streamlines workflows, saves time, and ensures accurate goal tracking by reducing manual updates and minimizing errors. Employees can link their individual goals to relevant Google Sheets for real-time progress tracking.

After linking goals, edit or unlink them if required. You can also manually sync goals at any time.

Prerequisites

• Google Sheets connected

Navigate to Apps > Goals > My Goals in Engagedly.

1. Open the Add drop-down at the top right and select Individual Goal.
2. Enter the goal title.
3. (Optional) Click Add Description to include a relevant description.
   When you create a goal, you automatically become the goal owner.
4. Search and select an employee from the drop-down to assign the goal to them.
5. Click Select Parent Goal and then click Align to align the goal to a top-level goal.
6. Select the goal duration and set the start and end dates.
7. Select the measurement type to track goal progress.

     8.  Open the drop-down to select the measurement logic and enter the minimum, maximum, or threshold values. Learn more in Understanding goal measurement types and progress logic.

     9.  Use the toggle to enable Auto-update progress from external apps? and select Google Sheets.

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

    11.  Enter your Google credentials or select the account if already saved.

    12.  Click Allow to grant access.

A list of spreadsheets appears.

    13.  Select the required spreadsheet and click Select.

    14.  Open the "Select Sheet" drop-down and select a sheet within the selected spreadsheet.

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

You can click Change to change the selected spreadsheet.

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

    16.  Click Link.

    17.  After linking a goal with a Google Sheet, click Save & Publish.

Your goal is successfully linked to your Google Sheets.  You can also link key results to a Google Sheet.

For more information, refer to Create a goal.

3.3. Edit or unlink goals from Google Sheets

After creating a goal and linking it with a Google Sheet, edit or unlink it if required.

Navigate to Apps > Goals > My Goals in Engagedly.

1. Click the Overflow Menu at the right side of a goal and select Edit.
2. Scroll down to the "Linked to" field and do one of the following:
   • Click the Pencil icon to change the spreadsheet.
   • Click the Unlink icon to remove the Google Sheets integration from the goal.
3. Save the changes.

 

3.4. Sync goals with Google Sheets

After linking a goal with Google Sheets, you can sync it at any time to keep data consistent and up-to-date. You can sync goals manually or automatically.

To sync manually

Navigate to Apps > Goals > My Goals in Engagedly. 

1. Hover over the status of a Google Sheet-integrated goal or key result.
2. Click Sync.

Automatic sync

Linked goals or key results sync automatically every four hours to keep progress up-to-date.