Google Sheets Integration
- 20 Aug 2025
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Google Sheets Integration
- Updated On 20 Aug 2025
- 1 Minute To Read
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- DarkLight
- PDF
Article summary
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Note:
Integrating Whatfix and Google Sheets requires backend configuration that can only be done by Whatfix. Contact support@whatfix.com to set up the integration.
Overview
Google Sheets and Whatfix integration enables you to import your support articles from any Knowledge Base application and export Whatfix reports to a Google Sheet.
Use cases
Here are some use cases that are possible using this integration:
Import support articles from any Knowledge Base application. This can be useful if your organization is using a custom support site or app.
Import all your FAQs, which are in text format, to Self Help for easy access and usage.
Export Whatfix reports to Google Sheets. For example, export reports, such as:
- Most run Flows.
- Most searched terms on Self Help as a Google Sheet.
Add end-user data to Google Sheets and use it for content segmentation to show content to a specific group of users. This can be helpful if your app has no API to share the data. For more information, see Segment Whatfix content using User Attributes and Google Sheets.
Note:
- To modify end-user data in Google Sheets for content segmentation, you need to update the file manually and rerun the integration for the changes to take effect.
- To avoid manual updates, create Cohorts in Whatfix Product Analytics and use them as Visibility Rules. Cohorts refresh automatically whenever a user meets the Cohort criteria (for example, joins a new country, performs an action in the application, or interacts with Whatfix content), they’re added to the Cohort and immediately see the relevant Whatfix content. For more information, see Add Cohorts as Visibility Rules.
How it works
Authentication
Google Sheets uses OAuth 2.0 for authorizing its REST APIs. Whatfix uses Google Sheet Connector, through which users get authorized when calling Google Sheet APIs.
Integration process
Note
This integration is not available for Self Hosted mode of deployment.
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