How to connect Sheetgo to your cloud storage?
Sheetgo is a cloud-based platform that was built to integrate the data present on the spreadsheets you already use in your daily routine. To connect compatible files that are located on your Google Drive, Dropbox, Microsoft SharePoint, or OneDrive, we need your permission to access your cloud storage and then help you transfer the data you need from one file to another automatically.
How to connect your cloud storage while creating connections
While creating your first workflow, Sheetgo might not have been given all the permissions that it needs to operate, resulting in a request for permission when you try to create automations:
For Sheetgo to function properly, it will need authorization to operate in your Cloud Storage. To give those permissions, click on Grant permission
A pop-up window will appear and ask you to select the account you want to sign in to. Once that is done, you need to select all the checkboxes giving Sheetgo permissions and click on Continue.
Sheetgo should now have all the permissions necessary to create, run, and manage your workflows and automations.
How to connect your cloud storage via your account page
Sometimes, due to security reasons, your account may need to re-authorize the cloud storage to be able to operate. For this, you need to connect your cloud storage from your account page or reauthorize the accounts.
For now, let’s take a look at connecting the cloud storage via the account page:
Go to the account page. Scroll down to Cloud storage.
Click +Add account.
Log in with the email address associated with your virtual storage. You should see a new window showing all the permissions you are granting Sheetgo. Make sure to enable all of the checkboxes on the right side of the window.
Once done, scroll down click Allow and wait a little while. You will be redirected back to your account page where you will see that Sheetgo is now connected to Google Drive.
Repeat the steps above if you need to connect your Sheetgo account to Dropbox, SharePoint, or OneDrive.
Managing Authorizations
You can also re-authorize specific functions on any given account by clicking on the three vertical dots on the right and selecting manage.
Once there you can verify what features are authorized and complete the authorization for any that are not by clicking Authorize or Authorize all on the top right.
I’m not able to connect and/or authorize my account, what can I do?
Sometimes, when trying to authenticate your accounts, you may come across an issue where the pop-up window does not appear for you to complete the process. In case this happens, here are a few troubleshooting steps:
Make sure you are using the latest version of your preferred internet browser.
Verify if the pop-up windows did not open in the background.
If you have checked all the alternatives above, you can also try looking for help in official articles from Google, Microsoft, and Dropbox.
Sometimes, due to security reasons, Sheetgo may have been blocked by your domain. For this, reach out to your IT team or Administration to allow third-party apps or allow Sheetgo.
If you’re still having trouble, please contact the support team.
Need more help?
Contact us via chat, on our email ([email protected]), or send us a ticket!
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