Google Sheets Integration for Templates

In this article:

FAQs

Suggested next article: Core Training & Certification


About the Google Sheets integration

Track the status of projects, share feedback, and analyze your data using the power of Google Sheets. 

After the initial set-up . . .

The Google Sheets Integration automatically:
1 Creates a Google spreadsheet with a name you provide (ex. "Core Certification Quizzes") 
2 Generates a column for each response field
3 Populates each incoming response in a new row
4 Adds a new Tab for any new Template you add to a single Google Sheets file (as seen in the below image)

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Setting up the Google Sheets integration

Step 1 of 2 — Connect to Google Sheets

1
Tap the "Integrations" tab → and select "Google Sheets" from the list
2
Click “Connect to Google Sheets” 

3
You’ll be redirected to Google's login page → where you'll choose the account you want connected with Delighted Templates
4
Follow the onscreen instructions to log into Google Sheets 
5
Pick "Continue" and "Allow" → as requested through the various permission and authentication screens

IMPORTANT: If you see this extra security permission — “See, edit, create and delete only the specific Google Drive files you use with this app” — click the box. This permission must be selected!

 

Step 2 of 2 - Adding your first Rule

After connecting to Sheets, create a new Rule that will will generate your new Google Sheets file and add new rows for your responses. After that, you’ll be ready to "Configure and turn on" your integration:

1
Click “+ Add a new rule”
2
Pick they type of response you want to send to Google Sheets → we selected "All responses"
3

Select "+ New spreadsheet" and give it name → (ex. Core Certification Performance)

Note: The name can be the same as the Template's name

4

Optional: Click "Send test" to populate the spreadsheet with a test response

5
Recommended: Backfill any existing data to the sheet by checking "Send a one-time Backfill"
6
Click “Save & turn on”

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Viewing responses in Google Sheets

The integration creates a column for each field included in the response—including a combination of native response fields (ex. Template Name, Template Type, Response ID, Response Timestamp, Name, Email, Response URL, Score & Comment), as well as custom fields (ex. Additional Question answers and Properties).

The instant a new response is collected in Delighted, a new row is added to the connected spreadsheet(s). 

Here’s a sample of what to expect:

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Connecting multiple Templates to the same Google Sheet

Across Templates, the integration is aware of all spreadsheets that have been created by the integration. This allows you to sync feedback from multiple Templates into one spreadsheet. 

Each Template's data will populate in a unique tab within the connected spreadsheet, giving you a view of all of your Delighted data in one workspace.

In this use case, we'll link the 8 Templates (used for our Core Certification training) and display the results in a single Google sheet with 8 separate tabs, one for each Template.

To connect rules from multiple Template to the same Google spreadsheet:

1
Open your first template → (ex. Core Module 1 (5-star).  
Log into the Google Integration as explained in the Setting up the Google Sheets integration above — and then: 

 → Pick "Add a new rule" 
 → Select "All responses" from the drop-down list
 → Choose "+ New spreadsheet" and give it name → (ex. Core Certification Performance)
 → Recommended: Click "Send a one-time backfill"
 → Optional: Click "Send test"
 → Select "Save & turn on"

2
Go to Google Sheets and open the new spreadsheet that was created by the integration to see the result!
Note: You can rename a tab without disrupting the integration.

3
Enable your second Template — ex. "Core Module 2 - (Thumbs)" — by selecting it from the Templates list, logging in, and connecting it to Google Sheets, as reviewed here
Add a rule, linking your second Template to the existing Google Sheets file created in Step 1 above by:
 → Pick "Add a new rule" 
 → Select "All responses" from the drop-down list
 → Choose the spreadsheet created in Step 1 from the drop-down menu → (ex. Core Certification Performance)
 → Recommended: Click "Send a one-time backfill"
 → Optional: Click "Send test"
 → Select "Save & turn on"

4
View the results in Google Sheets. Look for a tab for each Template. Click the tabs to switch between Templates.
5
Repeat Step 3 to add more Templates to the same sheet! (As you can see, for us its 2 down and 6 more to go — so we better get busy!)

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I just received a response. Why am I not seeing a notification in Google Sheets?

By default, we include a 10-minute delay between a response being received in Templates and a new row being created in Google Sheets. This delay ensures that respondents have adequate time to leave comments before syncing begins.

Beyond this delay, the most common reason a row might not appear is tied to the condition and specification rules for row creation. For example, if you uses the rule, “Only promoters who comment,” no rows will sync until a response meets that exact specification.

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Why can't I sync data to any spreadsheet in my Google Sheets Account?

For security reasons, our integration cannot view spreadsheets in your Google Sheets account that it did not create. 

As a result, you cannot sync data to pre-existing spreadsheets created outside of the Delighted Google integration.

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Can I sync data between Delighted Templates and Google Sheets in any other ways?

Yes!

Utilizing the Delighted Zapier app, we offer a handful of additional ways to sync responses and trigger Templates surveys based on activity in Google Sheets. For a full list of Triggers and Actions, check out the Delighted + Google Sheets Zapier page. 

Note: These functions are supported outside of the Delighted + Google Sheets integration.

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Is there a limit to the number of responses that can be backfilled to Google Sheets?

Yes, there is a limit of 20,000 responses that can be backfilled to Google Sheets.

You'll see the error message in the last cell below your backfill: "To avoid hitting limits in Google Sheets, this backfill has been capped at 20000 rows." This indicates that the response backfill amount that you’re trying to sync exceeds Google Sheets API limits. Instead, you’ll need to import your historical data by exporting data from your Dashboard, importing it into the Google Sheet and then rely on the Google Sheets integration to populate future responses.

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