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.\
Troubleshooting
If you’re not receiving data:Check Access Rights
Confirm your Google account has sufficient access rights. Make your sheet access public to avoid any further issues.
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If you’re not receiving any data, your token might have been revoked from Google and will require you to do a fresh integration.
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:- Read, Edit, Create and Delete only specific files on Google Drive that were shared with Periskope (via the URL)
- 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.See, Edit, Create and Delete your spreadsheets. (Only those via shared via the URL)