Connection Management
What is a Connection in Sheet Director?
Connections in Sheet Director are connectivity between your Google Sheets and external services like CRM platforms, accounting software, marketing tools, or even custom APIs.
These connections enable two-way data flow between your Sheet and the external service, allowing you to:
Pull data: Fetch data from the external service into your Sheet.
Push data: Send data from your Sheet to the external service.
How to Create a Connection?
To create a new connection
Click on the Menu icon >> Connections
You will see all the previous connections created (if present), click on "Create New Connection"
Select the Application you want to create the connection
Provide a Connection Name
Authenticate the connection by clicking on the provided button
"Authorize to <Application>"Once after successful authentication, click on the Save button to save the connection.
How to use the configured connections?
Using the Configured connections is very simple.
Open the Application to which you have created the connection.
You will have a dropdown to select from the list of connections.
Select the connection you want to use.
Finally, you should be able to configure and use the service as per your requirements.
