GetInvoiceGoogle Sheets
Automatically send processed invoices to a Google Sheets spreadsheet.
Overview
If you have a Google account, you can select a Google Sheet to send all processed invoices to.
Automatically, a new processed invoice will create a new row in the Google Sheet. You can also manually push invoices to the Google Sheet.
Prerequisites
- At least one Google account must be connected
Setup Instructions
Connect a Google account if you haven't already
Click the + Connect Sheet, this will open a modal to select a Google account and a Google Sheet to send the invoices to
Select the Google account you want to use for the integration
Click the "Select a Google Sheet" button on the modal and select the sheet you want to send the invoices to. You will only see sheets for the selected account
If we don't have Google Sheet access for that account, you will be asked to grant access
Select and sort the fields you want to include in the invoice rows or just use the default fields
Pushing Data to Google Sheets
By default, when a new invoice is processed, it will create a new row in the Google Sheet and you don't have to push it manually.
Still, you can push data to a Google Sheet by clicking the "Add to Sheet" button on the actions dropdown for an invoice.
Also, if you select multiple invoices, you can push all of them to the Google Sheet at once using the bulk actions bar.
If you don't see this button, try refreshing the dashboard.