Google Sheets

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Features

• Direct Google Sheets integration
• Automatic sheet detection
• Real-time data access
• Support for multiple sheets and ranges

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Connection Requirements

• A Google account with access to the sheets
• Google Sheets API enabled
• Network access to Google services

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Setup Instructions

1. Navigate to Resources in your Ledgerbeam dashboard
2. Click “Add Resource” and select “Google Sheets”
3. Click “Connect to Google” to authorize Ledgerbeam
4. Sign in with your Google account
5. Grant Ledgerbeam access to Google Sheets
6. Select the Google Sheet you want to connect
7. Choose which sheets/tabs to include
8. Click “Test Connection” to verify
9. Click “Create Resource” to complete setup

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Permissions

• Read access to view spreadsheet data
• Access to Google Drive to list and access sheets

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Schema Analysis

• Detects all sheets in your spreadsheet
• Analyzes column headers and data types
• Understands data structure and relationships
• Makes your spreadsheet data queryable

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Querying Sheets

• “What are the total sales in Q1?”
• “Show me the top 10 customers by revenue”
• “What’s the average order value?”

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Troubleshooting

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Connection Issues

• Verify your Google account connection is active
• Check that Ledgerbeam has the necessary permissions
• Ensure the Google Sheet is accessible
• Verify Google Sheets API is enabled

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Data Issues

• Check that your sheet has proper headers
• Ensure data is formatted consistently
• Verify the sheet is not empty
• Check for permission issues on specific sheets

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Best Practices

• Use clear column headers for better query results
• Keep data organized in a tabular format
• Avoid merged cells in data ranges
• Regularly resync your resource to pick up changes

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Need Help?