You can automatically store data submitted via your Shack Form in Google Sheets. This guide will show you how.
This guide will show you how.
First, you will need some preparation before attempting this tutorial:
- Have a Shack Form created and ready to use.
- Have a Google account and create a blank Google Sheet.
Now let's show you how to connect your Shack Form to your Google Sheet.
Inside your Shack Forms module, you want to click the "Integrations" tab.
On this tab, you want to click options "Yes" for the "Insert form data into a spreadsheet" setting.
Now you want to click the "Grant access" button of the "Google API Access Code" parameter.
- Google will require you to approve access to your account. Click "Allow":
Note: in some circumstances, instead of this box, Google will show you a message saying that it was not a trusted app. In such a case, click the "Advanced" button, and then click "Trust anyway".
Google will give you a code. You want to copy that code:
You want to go back to Shack Forms and paste this code into your "Google API Access Code" field.
Now would be a good time to save your module.
Come back to the "Integrations" tab and your "Google API Access Code" box should now show in green, "Has access".
You want to go to your Google Sheets account and find the ID number of your Sheet. It will be in the URL of the Spreadsheet:
https://docs.google.com/spreadsheets/d/1XlQaYdNYKnPYtJ5buUYIgTfjbEamEI9f5pMcqOT1o3I/edit#gid=0
You want to copy the part of the URL between the /d/ and the /edit. This bit is the ID of your Google Spreadsheet document. In my example, that bit is 1XlQaYdNYKnPYtJ5buUYIgTfjbEamEI9f5pMcqOT1o3I
Enter this ID into the "Document ID" field:
You want to click "Get columns names".
You should now see that Shack Forms connects to Google Sheets and fills in the columns:
Now would be a good time to click "Save" or "Save & Close".
Now you can test your Shack Form. Go to the front of your site and fill in the details:
You will see that the form's data has been sent directly to Google Sheets:
