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Timed Reports with Google Sheets

 

Here's a step by step walkthrough for setting up timed reports with google sheets in boberdoo. Check out our video below, or you can look at the steps in this walkthrough. 

  1.  Make sure you are logged into the Google account workspace you want to have the Project created in.   Go to this link below and click the button for “Go to Create a Project”

https://developers.google.com/workspace/guides/create-project

Type in the Project Name and click Create

This will generate the value to paste into boberdoo for the field “Google Sheet Project ID”

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2. For the Next Step, at the bottom of the page you were just on, there will be a quick link to “Enable Google Workspace APIs in your new Google Cloud project.” Click that and once on the new page, click the “Go to Product Library” button:

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On this page, scroll down to find “Google Sheets” and click on the box. Finally click to “Enable” Google Sheets to work with your project.

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3. You will need to Configure the OAuth Consent Screen as well.  Make sure to choose “Internal” as the type.  Then there are 3 required fields:

App name: set this to be the same name as your Project ID

User support email: set this to your email address

Developer contact information Email: set this to the same email address

 

Save your changes.

4. Click Credentials on the left tab, then “+Create Credentials” and select “OAuth client ID” at the top of the page:

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Application type, select “Web application” from the dropdown

Under “Authorized redirect URIs” copy/paste the link from your boberdoo system in the Timed Report popup for Google Sheet!

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Click Create, and this will give you the values for:

Client ID

Client Secret

5. Copy/paste the Client ID and Client Secret into the boberdoo Timed Report

6.Now save your Timed Report in boberdoo.

7. On the Timed Report page, there will be a red exclamation mark to click:

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This will make your login to your google account to authorize the setup.  Once that is done, you are all set and ready to deliver the report to your Google Drive!

*Please note that if google changes anything in the future, these steps may be a bit off. If you run into any issues with the setup, please contact the helpdesk.