How to integrate SAS with Google Sheets
One of the many features that Google offers is Google Sheets, spreadsheet software that works just like Excel. If you are currently tracking calls using this feature, or you'd like to start, integrating the Google Sheets app into your call script will push the data that the operators collect from your callers directly to your spreadsheet. This information would be immediately available every time an operator closes a call.
In this article we'll discuss:
Looking at Your Script Variables
Each script path will have custom step labels and default variables, such as [FirstName], [PhoneNumber], [Email], etc. If you have multiple paths in your script, they will each have a different set of variables. So, you'll need to access the call script builder to determine the step labels in the specific path you are mapping.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Connect Google Sheets to the SAS Google Sheets App
Configure Google Sheets
Text: If you are using the spreadsheet to document SAS calls as well as other data, the Text option will allow you to include static data in your Google Sheet to help you differentiate SAS data from other entries.
Select a column header along with the Text option. Now, fill in the blank box with your preferred text. Once text has been entered, the Map data button on the right will be highlighted. Click Map data.
SAS script variable: To map script variables, select the column header that corresponds to the script question, and then select SAS script variable from the drop down.
The script variables drop down will become operational. Select the step label that matches the data from the column header.
Once all options have been selected, the Map data button on the right will be highlighted. Click Map data.
Integrate Google Sheets into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.