From aab54b32f0bdb4301372e1a887b59d9071cb2f72 Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 25 Mar 2026 19:58:05 +0530 Subject: [PATCH 1/4] Revise last updated date and add access instructions Updated last updated date and added section on Google Sheet access via Service Account. --- .../2. Flow Actions/12. Link Google Sheets.md | 18 +++++++++++++++++- 1 file changed, 17 insertions(+), 1 deletion(-) diff --git a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md index 908b5b382..faf6a531a 100644 --- a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md +++ b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md @@ -4,7 +4,7 @@ ___ 15 minutes read Level: Intermediate - Last Updated: December 2025 + Last Updated: March 2026 @@ -382,6 +382,22 @@ Paste the service account credentials in the provided field, and click on the `S Screenshot 2023-05-18 at 11 58 31 PM ___ +### Google Sheet Access via Service Account + +To ensure sensitive beneficiary data (PII) is protected,avoid linking Google Sheets in Anyone can read or Anyone can read/write modes. + +Instead, configure access via the Google Service Account linked to your Glific instance. + + +Open the Google Sheet you want to link. + +Click Share → Paste the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). +Link Sheet in Glific +Now the sheet will be access via the service account, respecting the permissions set. + + +image + ## Note - This functionality can be used to write upto 30 columns in google sheets From 1ea06a0792b7b03717ab1747d505351fb6cf978c Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 1 Apr 2026 20:22:27 +0530 Subject: [PATCH 2/4] Clarify Google Sheets linking instructions Updated instructions for linking Google Sheets to clarify permissions and steps for sharing with service accounts. --- .../2. Flow Actions/12. Link Google Sheets.md | 39 +++++++++---------- 1 file changed, 19 insertions(+), 20 deletions(-) diff --git a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md index faf6a531a..d3fc6188d 100644 --- a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md +++ b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md @@ -42,9 +42,8 @@ ___ Screenshot 2024-02-29 at 1 38 46 PM -5. Open the Google sheet and click on share button on the right hand side to update the sheet permission to at least `Anyone with the link` can `View` +5. Open the Google sheet and click on share button on the right hand side to update the sheet permission with the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). -![image](https://user-images.githubusercontent.com/32592458/219550695-58224a6f-4312-4981-b518-1dd6de639e3a.png) 6. Copy the URL @@ -323,7 +322,7 @@ Paste the service account credentials in the provided field, and click on the `S Screenshot 2024-02-29 at 2 19 43 PM -9. Open the Google Sheet you want to write data on and click on the share button on the right-hand side. Update the sheet permissions and add the Service Account Identifier (The client email on the service account) as a user invited in the spreadsheet's Collaboration Settings with `Editor` permission. +8. Open the Google Sheet you want to write data on and click on the share button on the right-hand side. Update the sheet permissions and add the Service Account Identifier (The client email on the service account) as a user invited in the spreadsheet's Collaboration Settings with `Editor` permission. Screenshot 2023-05-18 at 11 23 49 PM @@ -337,30 +336,30 @@ Paste the service account credentials in the provided field, and click on the `S ### Configuring Writable Google Sheet in the Flow -12. Import the below sample flow from the Flow screen and click on `setting` icon to configure it. +11. Import the below sample flow from the Flow screen and click on `setting` icon to configure it. **Sample Flow** [Write to Google Sheet.json](https://drive.google.com/file/d/17AQ507LDoMx7-Us_fZxlvpOuKgDhV5AV/view?usp=sharing) -13. Here's how the imported flow would look like +12. Here's how the imported flow would look like Screenshot 2024-02-29 at 2 40 13 PM -14. The first node is the `Send Message` node, which asks the contact for input to be added to the sheet. +13. The first node is the `Send Message` node, which asks the contact for input to be added to the sheet. -15. The second node is the `Wait for Response` node with the result name sheet_input. The response from the contact will be saved in this result and can be referenced as `@results.sheet_input`. +14. The second node is the `Wait for Response` node with the result name sheet_input. The response from the contact will be saved in this result and can be referenced as `@results.sheet_input`. -16. The third node is the `Link Google sheet` node, used to add the user-entered text into the Google sheet. Click on this node to configure it. +15. The third node is the `Link Google sheet` node, used to add the user-entered text into the Google sheet. Click on this node to configure it. Screenshot 2024-09-25 at 10 53 03 AM -17. Under Action, select `Write` from the dropdown menu. -18. From the next dropdown select the sheet which was added in the earlier step -19. Specify the name of the subsheet where the content needs to be written -20. Specify the starting cell to start writing from +16. Under Action, select `Write` from the dropdown menu. +17. From the next dropdown select the sheet which was added in the earlier step +18. Specify the name of the subsheet where the content needs to be written +19. Specify the starting cell to start writing from Screenshot 2024-09-25 at 10 57 35 AM @@ -370,15 +369,15 @@ Paste the service account credentials in the provided field, and click on the `S 21. After configuring the flow, click on the `Preview` button located on the top right side of the screen to run the flow in the simulator. -23. In the simulator, you will see the first message from the `Send Message` node, which prompts you to enter text. +22. In the simulator, you will see the first message from the `Send Message` node, which prompts you to enter text. -24. Type the desired text that you want to see in the sheet, and then press Enter. +23. Type the desired text that you want to see in the sheet, and then press Enter. Screenshot 2024-02-29 at 2 36 46 PM -25. This will move the flow forward, and the data will be written to the Google Sheet. +24. This will move the flow forward, and the data will be written to the Google Sheet. -26. Open the Google Sheet to check the newly inserted data. +25. Open the Google Sheet to check the newly inserted data. Screenshot 2023-05-18 at 11 58 31 PM ___ @@ -389,11 +388,11 @@ To ensure sensitive beneficiary data (PII) is protected,avoid linking Google She Instead, configure access via the Google Service Account linked to your Glific instance. -Open the Google Sheet you want to link. +1.Open the Google Sheet you want to link. -Click Share → Paste the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). -Link Sheet in Glific -Now the sheet will be access via the service account, respecting the permissions set. +2. Click Share → Paste the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). +3. Link Sheet in Glific +4. Now the sheet will be access via the service account, respecting the permissions set. image From 7cdbfacab709ce453158dfd07b1ad2fde9e929df Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 1 Apr 2026 20:22:54 +0530 Subject: [PATCH 3/4] Update last updated date to April 2026 --- .../03. Flows/2. Flow Actions/12. Link Google Sheets.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md index d3fc6188d..33a42f64c 100644 --- a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md +++ b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md @@ -4,7 +4,7 @@ ___ 15 minutes read Level: Intermediate - Last Updated: March 2026 + Last Updated: April 2026 From a0fddf5ee9b1be968a5c00288ad09357dbf6791d Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Thu, 2 Apr 2026 17:09:07 +0530 Subject: [PATCH 4/4] Revise Google Sheets sharing instructions Updated instructions for sharing Google Sheets with service account email and added an alternative permission option. --- .../03. Flows/2. Flow Actions/12. Link Google Sheets.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md index 33a42f64c..3cfa1cefc 100644 --- a/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md +++ b/docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md @@ -42,7 +42,9 @@ ___ Screenshot 2024-02-29 at 1 38 46 PM -5. Open the Google sheet and click on share button on the right hand side to update the sheet permission with the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). +5. Open the Google Sheet and click on the share button on the top right. Add the service account email (from the JSON key) and grant the required access—Viewer (read-only) or Editor (read/write). + +Alternatively, if you prefer not to add the service account email, you can change the sheet persmission to “Anyone with the link can view.” 6. Copy the URL