How to enable call reporting with Google Sheets using personal gmail accounts

Overview

Spoke Phone's Google Sheets integration automatically populates a Google sheet with your call data and generates a pre-built reporting dashboard.  You can easily change the date range to explore the dashboard across your selected timeframe.

This article will show you how to get started with the pre-built Google sheets integration.

Note: You will need a Google workspace account and a Google admin account to whitelist our integration partners app (BlendR.io) in order to successfully install this integration.

 

Requirements

Personal Gmail accounts can be used to install this integration, see the authorization process below.

In order to use this integration within a Google Workspace account, you will need to authorize the integration with an admin account.  See this help article

Authorizing with personal Gmail accounts

If your google account is not a workspace, organization, or managed account, then you can still use this integration after allowing the app access to write the data into your Google account.

  1. Go to your Spoke Phone account portal online and login.
  2. Go to integrations > add integration.
  3. Select to add on the Google Sheets - Call reporting card.
    2021-03-26_12_20_22-Spoke.png

  4. Select Connect your Google Drive
    2021-03-25_14_42_11-Setup_for_Call_reporting_in_Google_Sheets_-_Spoke_Phone.png
  5. Choose Yes and hit Save
    2021-03-25_14_42_29-Setup_for_Call_reporting_in_Google_Sheets_-_Spoke_Phone.png
  6. Select Link datasource
    2021-03-25_14_42_42-Setup_for_Call_reporting_in_Google_Sheets_-_Spoke_Phone.png

  7. Choose or login to your google account
    2021-03-25_14_43_22-Sign_in_-_Google_Accounts_-_Spoke.png

  8. Select Advanced and then select Go to blendr.io (unsafe)
    Don't worry, we have verified this is safe to do.
    2021-03-25_14_43_42-Sign_in___Google_accounts_Inked.jpg

  9. Select Allow to confirm the installation
    2021-03-25_14_45_05-Sign_in___Google_accounts.png

  10. Select Ok
    2021-03-25_14_45_43-Setup_for_Call_reporting_in_Google_Sheets_-_Spoke_Phone.png

  11. Repeat the process with Google Sheets until both are connected as below
    2021-03-25_14_46_04-Setup_for_Call_reporting_in_Google_Sheets_-_Spoke_Phone.png

  12. Then click Next
  13. Select the timezone you wish your reports to be localized to and then click next
    NOTE
    : Data will begin streaming converted to this timezone, so make sure you get this right.
    You can always remove the integration and add it again if you wish to change this.
    2021-03-25_14_46_19-Setup_for_Call_reporting_in_Google_Sheets_-_Spoke_Phone.png

  14. You should now see this screen, the setup is complete.
    2021-03-25_14_46_50-Slack.png


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