ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.
In this article:
To access data from the Dashboard’s “Downloads” or “Report Builder” tabs, you can export a CSV or link directly to Google Sheets™.
Setting up your Google Sheets integration
To start exporting data to Google Drive, navigate to the “Integrations” tab of your Dashboard.
The Integrations page is where you’ll find webhooks and Google Sheets. To get started with Google Sheets, click “Manage.”
Then, click “Connect.”
Select the Google account you want to link to. Please note that anyone with access to that Google account will also have access to the reports you export to your Google Drive.
Once you choose a Google account, you’ll see the permissions page. ActBlue will see, edit, create, and delete only the specific Google Drive files you export from ActBlue. ActBlue will not share these files with any other user, and we will not access any other data from your Google account. Click “Allow” to continue.
Once you sign in to Google, you’ll land on the Google Sheets page on ActBlue, and your integration is complete.
To disconnect from Google Sheets, navigate to the Integrations page and click “Disconnect.” You won’t lose any reports you exported to Google Drive.
Exporting data to Google Drive
Once you have followed the instructions above, you’ll be able to export any data from the Downloads or Report Builder pages as Google Sheets directly into your Google Drive. On either of these pages, just click “Export” and then “Google Sheets.”
Your report will appear under “Recent Reports” at the bottom of the page.
When report generation is complete (this could take up to a few minutes, depending on the size), click “View in Google Sheets.”
You’ll land on your new Google Sheet, which is saved in your Google Drive. You can edit your data, change the title, and share it with others directly in Google Sheets. Please note: these changes will not reflect data in ActBlue.
Frequently Asked Questions
What data are you getting from Google when I set up a Google Sheets integration?
ActBlue will see, edit, create, and delete only the specific Google Drive files you export from ActBlue. ActBlue will not share these files with any other user, and we will not access any other data from your Google account.
Who will be able to see my ActBlue data in Google Sheets?
When you set up a Google Sheets integration, you’ll need to sign into a Google tab. Anyone who has access to that Google account can access ActBlue reports in your Google Drive.
When I download my data as a Google Sheet, it’s going to the wrong Google account. How do I fix this?
If you accidentally connect to the wrong Google account or need to change the Google account your integration connects to, you need to disconnect and reconnect again. You won’t lose the reports you’ve already exported into Google Drive.
When I edit a Google Sheet I exported from ActBlue, will it change the data in my ActBlue account?
No. Once you export your data to Google Sheets, any edits you make there won’t impact your data on ActBlue.
How do I share my ActBlue data once I export it to Google Sheets?
Once your data is in a Google Sheet, manage the share settings within Google Sheets or Google Drive.
If I manage multiple ActBlue accounts, do I have to link to Google Sheets separately for each one?
Yes. You must link to Google Sheets on a per entity, per account basis, meaning you need to link to your Google account once per entity.
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
Google Sheets is a trademark of Google LLC.
Comments
0 comments
Article is closed for comments.