How to Use
Prerequisites
Complete the following steps to prepare before connecting Google Sheets.Prepare Google Sheets and Your Data
First, format your Google Sheets spreadsheet.Share Viewer Access
Add a dedicated service account as a shared member so the system can access your Google Sheets file.-
In Google Sheets, click File in the top-left corner, then Share > Share with others.
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Paste
prod-sheets-reader@money-forward-itmc.iam.gserviceaccount.comin the Add people and groups field, then click Send.
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When prompted with “Share anyway?”, click Share anyway.
Connect Google Sheets to a Custom App
Start the integration
The starting screen depends on whether you create a new custom app or add the integration to an existing one.- Create a new custom app
- Add to an existing custom app
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Go to Integrations > Integrations and click Register and manage a service without integration.
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On the “Register and manage a service without integration” screen, fill in the following fields and click Create.
Import the spreadsheet
The following steps are the same for both cases.-
On the “Specify Google Sheets file” screen, enter the Google Sheets file URL and click Start integration.
Paste the URL of the Google Sheets file you prepared in the prerequisites.
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On the “Column mapping” screen, review the Mapping destination and Data preview, then click Confirm and import data.
On the “Column mapping” screen, AI automatically sets the mapping destinations. Change them as needed.Available mapping destinations include:
- Saas User Id
- Display Name
- Roles
- Licenses
- Username
- Status
- Two Fa
- Last Activity
- Do not map
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The “Connecting to file” screen appears.
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When the “Integration complete” screen appears, click Done.
You can verify the connected custom app on the Services screen.
Re-connect Google Sheets
To change the column mapping, click the three-dot menu [︙] on the right side of the workspace under Info > Workspace. Then select Re-connect. After clicking Re-connect, follow the steps in Import the spreadsheet.
Sync with Google Sheets
When you update your Google Sheets file, account information in the custom app updates through automatic or manual sync.Delete a Workspace for a Registered Service
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Go to Services > Service list and click the custom app.
Custom apps display as
(Custom)under the left-side Services/Workspace item. -
Under the service details Info tab, click the three-dot menu [︙] at the right end of the workspace row. Then click Delete.
FAQ
Q. Do I need any settings other than sharing under File > Share > Share with others in Google Sheets?
A. Addprod-sheets-reader@money-forward-itmc.iam.gserviceaccount.com under “Share with others”. No other settings are required.
This service only reads the spreadsheet, so Viewer access is enough (Editor access is not required). There are no restrictions on the file storage location (Shared Drive/My Drive).
Q. Is there a Google Sheets template available?
A. There is no dedicated template, but you can use the template from Bulk Account Registration. Any format works.Q. Can I update accounts via API?
A. API is not supported.Q. I want to manage accounts in one Google Sheets file with multiple sheets. Is multi-sheet management supported?
A. Yes. Each sheet has a different URL displayed in the browser. Paste the URL for each sheet to connect them individually.Q. Can I register multiple licenses or roles in the custom app Google Sheets integration?
A. Enter multiple values separated by commas (,) in the licenses and roles columns of your Google Sheets file. After saving, sync with Google Sheets to confirm the multiple entries appear in the custom app.
Example: To register three licenses “L1, L2, L3” in the licenses column, enter L1,L2,L3.
To register two roles “R1, R2” in the roles column, enter R1,R2.
Q. My exported list has no column for Username. What should I do?
A. On the “Column mapping” screen, both Email and Username appear as required fields. Your list may have no column for Username, for example when users sign in to the SaaS with their email address. In that case, add a Username column to the sheet that references the email column. If column A holds email addresses, enter a header in the first row of the Username column. Then set the following formula in the second row. New rows are then covered automatically.Q. Is there a way to import only rows that match specific conditions from Google Sheets?
A. Use the Google Sheets FILTER function to extract only rows that match your criteria. This does not modify the source data. Configure a formula based on the examples below to match the conditions you want to extract.
Example: To automatically display only “Active” rows from source data on Sheet1 into Sheet2:
Set headers in row 1 of Sheet2, then place the FILTER function in row 2, column A of Sheet2. This extracts the “Active” rows.
When connecting, set the URL of Sheet2 in the Google Sheets file URL field.
