Introduction
This guide explains how to connect your Periskope platform directly to Google Sheets, allowing you to automatically sync your WhatsApp data for real-time reporting and analysis.
Overview
Periskope’s Google Sheets integration eliminates manual data entry by piping events—such as new chats, incoming messages, and ticket updates—directly into your spreadsheets. You can monitor sync status and manage multiple data streams from a single dashboard.\Prerequisites
Before you begin, ensure you have:- A Google Account.
- A Periskope Account.
- A Google Sheet created and ready for data.
Step-by-Step Setup
Follow these steps to authorize your account and start syncing data.Step 1: Authorize Google Access
- Navigate to Settings and open the Integrations panel.
- Select Google Sheets from the list and click Connect.
- You will be redirected to the Google sign-in page; select the Google account you want to use.
- Review Permissions: Periskope will request access to see, edit, create, and delete specific Google Drive files and spreadsheets. Click Allow.
Step 2: Link Your Spreadsheet
- Once connected, click the Add New Sheet button.
- Copy and Paste URL: Open your target Google Sheet, copy the URL from your browser, and paste it into the URL field in Periskope.
- Validation: Ensure the sheet belongs to the same Google account you authorized in Step 1.
Step 3: Select Events & Subscribe
- Select the specific WhatsApp events you want to track in this sheet:
- New Chats: Logs whenever a new conversation starts.
- Incoming Messages: Captures all incoming text and media.
- Ticket Updates: Tracks changes in support ticket status.
- Reactions: Logs emoji reactions to messages.
Events Currently, we support the following events for Google Sheets integration.
- Click Subscribe to finalize the connection.\
Best Practices & Troubleshooting
- One Event Per Sheet: To prevent your spreadsheets from getting clunky or disorganized, it is recommended to add only one type of event per Google Sheet. [2.1]
- Data Flow: Data syncs in real-time. You can view the Sync Status and Last Sync Time directly in the integration dashboard.
- Revoking Access: If you need a fresh connection, you can revoke permissions via your Google Account settings under “Security” > “Third-party apps with account access.” [1.2]
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NEXT STEPS: AUTOMATE YOUR REPORTING By flawlessly connecting Periskope to your Google Sheets, you turn your WhatsApp conversations into actionable data. Head to the Integrations Dashboard now to set up your first automated data stream and build reports that update themselves in real time.