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Google Sheets Integration

Connect Gdocify to Google Sheets to use your spreadsheet data for document generation. Perfect if you're already using Google Workspace.

Overview​

Google Sheets integration lets you:

  • Read data directly from any Google Sheet
  • Select specific sheets and ranges
  • Use spreadsheet data to fill your document templates
  • Keep everything in the Google ecosystem

Connecting Your Google Account​

Before you can use Google Sheets, you need to connect your Google account:

  1. Go to Settings → Integrations in Gdocify
  2. Find Google Drive & Sheets
  3. Click "Connect Account"
  4. Sign in with your Google account
  5. Grant Gdocify permission to:
    • View your Google Sheets
    • Access Google Drive (for saving documents)

Gdocify only requests the minimum permissions needed and never modifies your spreadsheets.

Selecting a Spreadsheet​

When configuring your data source:

  1. Click "Datasource Config" in your automation
  2. Select "Google Sheets" as the data source type
  3. Click "Choose Spreadsheet"
  4. Use the Google Drive Picker to find and select your spreadsheet
  5. The spreadsheet will be connected

Choosing a Sheet​

If your spreadsheet has multiple sheets (tabs):

  1. After selecting the spreadsheet, choose the Sheet dropdown
  2. Select the specific sheet you want to use
  3. Only data from that sheet will be used

Understanding Key Columns​

A key column is a unique identifier for each row. Gdocify uses this to:

  • Track which records have been processed
  • Generate unique filenames
  • Identify specific records

Good key columns:

  • Email addresses
  • ID numbers
  • Unique codes
  • Employee numbers

Avoid:

  • Names (can have duplicates)
  • Dates (not unique)
  • Generic descriptions

Selecting a Range (Optional)​

By default, Gdocify uses all rows in your sheet. You can limit it to a specific range:

  1. Enable "Use Range"
  2. Enter the range in A1 notation:
    • A2:D100 - Columns A through D, rows 2 to 100
    • A:Z - All rows, columns A through Z
    • A2:A - Column A, starting from row 2

This is useful if:

  • Your sheet has headers or summary rows
  • You only want to process part of the data
  • You're testing with a small subset

Understanding Your Data​

After connecting, Gdocify will:

  • Detect all columns in your sheet
  • Show you the number of rows
  • Display available fields for mapping

Make sure your sheet has:

  • Headers in the first row: Column names that describe the data
  • Consistent data types: Each column should have the same type of data
  • No empty key columns: Every row needs a value in the key column

Refreshing Your Data​

If you update your spreadsheet:

  1. Click "Refresh" in the datasource config
  2. Gdocify will reload the data
  3. New columns will appear automatically
  4. Updated values will be used in next generation

Permissions and Access​

Gdocify needs:

  • Read access to your spreadsheet
  • Access to Google Drive (for saving generated documents)

Gdocify cannot:

  • Modify your original spreadsheet
  • Delete files
  • Access other spreadsheets without permission

Troubleshooting​

"Spreadsheet not found"​

  • Make sure the spreadsheet is shared with your Google account
  • Check that you've granted Gdocify access to Google Drive

"No data detected"​

  • Verify your sheet has data (not just headers)
  • Check that you've selected the correct sheet tab
  • Ensure your range includes data rows

"Permission denied"​

  • Re-authorize Gdocify in Settings → Integrations
  • Check that the spreadsheet is accessible to your Google account

"Key column has duplicates"​

  • Choose a different column that has unique values
  • Or clean up your data to remove duplicates

Best Practices​

  • Use clear column names: "First Name" is better than "FN"
  • Keep data clean: Remove empty rows and fix formatting
  • Use consistent formats: Dates, numbers, and text should be consistent
  • Test with a small range first: Use a range to test before processing all rows
  • Keep headers simple: Avoid special characters in column names

Next Steps​

Once your Google Sheet is connected:

  1. Add placeholders to your template
  2. Map placeholders to your sheet columns
  3. Configure result settings
  4. Generate documents