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Introduction

This guide explains how to connect your Periskope platform directly to Google Sheets, allowing you to automatically sync your Whatsapp data with Google Sheets.

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Prerequisites

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Tutorial Video

Google Sheets Tutorial

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Setting up the Integration

1

Navigate to Google Sheets Integration

  1. Log into your Periskope account
  2. Go to Settings > Integrations
  3. Select “Google Sheets” from the integrations list
Navigate to Google Sheets Integration
2

Connect your Google Account

  1. Click the “Connect” button. You will be prompted to authorize Periskope.
Google Authentication Screen
  1. You will be redirected to Google’s authentication page
  2. Select the Google account you want to use
  3. Review the permissions requested:
    • See, edit, create, and delete specific Google Drive files
    • See, edit, create, and delete all your Google Sheets spreadsheets
Google Authentication Screen
  1. Click “Allow” to grant Periskope access to your Google Sheets
3

Add a New Sheet

Once connected:
  1. Click the “Add New Sheet” button
Add New Sheet Screen
  1. Copy and paste your Google Sheet URL.
Please make sure the sheet belongs to the selected account.
Add New Sheet Screen
  1. Select the events you want to track
Add New Sheet Screen

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Managing Your Integration

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Connected Sheets

Once your integration is set up, you can:
  • View all your connected sheets
  • Add new sheets for different data streams
  • Monitor the connection status
  • Troubleshoot any data sync issues
Connected Sheets Dashboard

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Data Flow

Your Whatsapp data will automatically sync to your connected Google Sheets based on the events you’ve selected to track.

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Events

Currently, we support the following events for Google Sheets integration.
  1. 👥 chat.created 🔗
  2. 💬 message.created 🔗
  3. 💬 message.updated 🔗
  4. 💬 message.deleted 🔗
  5. 💬 message.ack.updated 🔗
  6. 💬 message.ticket.attached 🔗
  7. 😀 reaction.created 🔗
  8. 😀 reaction.updated 🔗
  9. 🏷️ ticket.created 🔗
  10. 🏷️ ticket.updated 🔗
  11. 🏷️ ticket.deleted 🔗

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Troubleshooting

If you’re not receiving data:
1

Check Connection Status

Verify that your Google Sheets connection is active in Periskope
2

Verify Permissions

Ensure you’ve granted all necessary permissions to Periskope
3

Check Access Rights

Confirm your Google account has sufficient access rights. Make your sheet access public to avoid any further issues.
4

Contact Support

If issues persist, reach out to our support team

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Revoking access manually for a fresh connection

If you’re not receiving any data, your token might have been revoked from Google and will require you to do a fresh integration.
1

Go to Manage your Google Account

Go to Manage your Google Account
2

Go to Data and Privacy > Third-party apps & services

Go To Data and Privacy
3

From the list, find and click on Periskope

Go To Data and Privacy
4

Click on Delete all connections you have with Periskope

Go To Data and Privacy
5

Reconnect Periskope

This should properly reset all your connection with Periskope. You can now reconnect your Google Sheet account with Periskope.

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Security and Permissions

Periskope maintains secure access to your Google Sheets through OAuth 2.0. You can review and revoke access at any time through your Google Account settings. Periskope only asks for limited permissions to your Google Sheet and Google Drive:
  1. Read, Edit, Create and Delete only specific files on Google Drive that were shared with Periskope (via the URL)
  2. See, Edit, Create and Delete your spreadsheets. (Only those via shared via the URL)
That’s it! Your Periskope account is now connected to Google Sheets, and your selected data will automatically sync to your spreadsheets.