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      Google Sheets & Excel Integration

      The Sheets & Excel Integrations allow you to quickly and easily embed your reports into the Zeck Section.

      Included in this Article:

      1. Video Tutorial
      2. Google Sheet Integration
      3. Excel Integration

      2. Google Sheets Integration

      The Google Sheets integration allows you to link and display your sheets directly in Zeck. You'll also have the ability Sync the embedded Sheets to update the displayed data which makes duplicating and updating your Zecks lightning fast. ⚡

      To Embed a Google Sheet:

      1. Click into the space where you would like to add a sheet
      2. Click the Add (+) button to open the Element Menu
      3. Select Google Sheets
        1. You can also type Forward Slash (/ ) and then start typing the Element (e.g. "Sheets") to jump right to your element of choice
      4. If this is the first time, click Connect Account and sign into your Google account
      5. Click Select a File
      6. Choose the file from your Google Drive and then click Select
      7. Choose a Tab or Named Range from this file and click Select
      8. To sync the report to update Zeck from your source file, click on the embedded Sheet and click Sync

      sheets integration-1

      3. Excel Integration

      There are two options to embed an Excel file in Zeck: a direct upload and a OneDrive integration. The direct upload option allows you to pull in a file directly from your computer and the OneDrive option will allow you to Sync to update directly from your drive.

      To Embed an Excel File through a Direct Upload:

      1. Click into the space where you would like to add a sheet
      2. Click the Add (+) button to open the Element Menu
        1. You can also type Forward Slash (/ ) and then start typing the Element (e.g. "Excel") to jump right to your element of choice 
      3. Select Microsoft Excel and then Excel Upload from the list of Integrations
      4. Click Upload Excel File
      5. Choose the file from your computer's file finder and then click Select
      6. Choose a Tab or Named Range from this file and click Select

      To Embed an Excel File through OneDrive:

      1. Click into the space where you would like to add a sheet
      2. Click the Add (+) button to open the Element Menu
        1. You can also type Forward Slash (/ ) and then start typing the Element (e.g. "Excel") to jump right to your element of choice
      3. Select Microsoft Excel and then Excel via OneDrive from the list of Integrations
      4. If this is the first time, click Connect Account and sign into your OneDrive account
      5. Click Select a File
      6. Choose the file from OneDrive and then click Select
      7. Choose a Tab or Named Range from this file and click Select
      8. To sync the report to update Zeck from your source file, click on the embedded Excel file and click Sync

       

      👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.