Overview
To update Key Results (KRs) in WorkBoard directly from a Google spreadsheet, link cells in your worksheet to your KRs. As you make changes in the spreadsheet, your KRs in WorkBoard are updated automatically.
Update Key Results from Google Spreadsheets
Create your Objective and Key Result if you don’t already have one
Click your Profile Photo
Click My Settings
Select Custom Integrations
Choose Google Spreadsheet
Select the metric you'd like to update from the spreadsheet
Copy the code snippet that's generated, and take note of the metric ID.
Create a Google Spreadsheet
Go to your Google Spreadsheet and right-click the cell you want to use as your data source
Select Define named range
Change the default value to "WoBo_Metric_####" (the value from step 3)
Select Done
Note: This will allow you to add rows or columns to your spreadsheet without disrupting the flow of data into WorkBoard.Note: Any changes to cell values by sorting data will break the cell relationship. It’s best not to sort the data in your spreadsheet.
Click on Extensions on your Google Spreadsheet
Select Apps Script
Paste the block of code you copied in Step 3 into the script editor
Select Save
On the same script editor window, select the clock on the Apps Script bar
Select Triggers
Select create a new trigger
Select your settings the trigger uses to execute on selection change.
Setup complete! Now whenever there’s an update to the cell with the range named "WoBo_Metric_{metric_id}," your changes will be reflected automatically in Workboard in real time.
If you have questions about creating a Google spreadsheet integration, contact your CSM.








