Please follow the steps listed below to enable file-sharing between your Google Drive and Dear Lucy, supporting a Google Sheets integration.
1. Create a new file in your Google Drive and name it appropriately, e.g. Dear Lucy integration.
2. Upload the MS Excel template file to the new folder, save it in a Google Sheets format and populate it with your data.
3. Log in to your dashboard environment and navigate to:
Settings > Integrations
Select and press the ”Google Sheets” icon from the menu, click "connect" and follow the steps in your browser (a pop-up window should appear).
Dear Lucy will receive a notification that a new Google Sheets integration has been made to your account.
As a last step, please share the file ID with Dear Lucy, to facilitate locating the file. The file ID is part of the web address. If you are unsure which part to send to Dear Lucy, you can also copy the full url (web address) from your browser window and send to us at email@example.com.