Google Sheets

Last updated on December 13, 2021

Enabling and connecting gini to your Google Sheets account

 

On the menu to your left select "Dashboard".

On the card, "Create a Cash Flow Forecast", you will see that the Google Sheets icon is still highlighted in grey. This means that your Google Sheets account is not connected yet.

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Move your cursor to hover over the Google Sheets icon. The icon will be coloured and the message "Connect Google Sheets" should appear. Click on the Google Sheets icon to start the connection process.

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Or, on the menu to your left, select "Apps". To connect your Google Sheets with gini, click the "Connect" button. To see a video of the connection process, click here.

 
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Once you start the connection process, please select a Google Account to use with gini.

 
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Once you select your Google Account, click "Allow" to authorise gini access to your Google Account. This allows gini to create a Google Sheet document and automatically sync your Xero data into it.

 
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If you were able to connect your Google Account with gini, you will see the following message.

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You can confirm the connection status of your Xero and Google accounts on the "Apps" page. A "Connected" message should appear underneath the Xero and Google Sheets icons.

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Screen recording

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