Skip to main contentConnect Ledgerbeam to Google Docs to export data and reports directly to your Google Docs documents, making it easy to share insights with your team.
Features
- Export query results to Google Docs
- Create formatted reports in Google Docs
- Insert tables and charts from query results
- Share documents with your team
Setup Instructions
- Navigate to the Integrations page in your Ledgerbeam dashboard
- Click on the Google Docs integration card
- Click “Connect to Google” to authorize Ledgerbeam
- Sign in with your Google account
- Grant Ledgerbeam access to Google Docs
- Click “Allow” to complete the connection
Usage
Once connected, you can export data to Google Docs:
- Run a query in Ledgerbeam
- Click the “Export to Google Docs” option
- Select an existing document or create a new one
- Choose where to insert the data
- Your query results will be added to the document
Export Options
- New Document: Create a new Google Doc with your query results
- Existing Document: Add results to an existing document
- Table Format: Export data as formatted tables
- Report Format: Create comprehensive reports with charts
Permissions
The Google Docs integration requires:
- Read access to view documents
- Write access to create and edit documents
- Access to Google Drive to manage files
Troubleshooting
If you’re experiencing issues:
- Verify your Google account connection is active
- Check that Ledgerbeam has the necessary Google Docs permissions
- Ensure the target document exists and is accessible
- Review the export logs in your Ledgerbeam dashboard
Need Help?
For additional support, contact us at [email protected]. 
