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The Google Sheets integration lets you export your district’s data to a Google Spreadsheet at any time. Data syncs across five tabs: People, Interviews, Courses, Boards, and Tracks. [Screenshot: Google Sheets integration settings page showing the connected Google account and last sync time]

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Connect your Google account

1

Go to Settings → Data → Google Sheets

Navigate to the Google Sheets section in your Settings.[Screenshot: Settings navigation with the Google Sheets section highlighted]
2

Connect Google

Click Connect Google Account. You’ll be redirected to Google’s authorization page.[Screenshot: Connect Google Account button]
3

Authorize access

Sign in to the Google account you want to use and grant Credentials Portal permission to access Google Drive and Sheets.[Screenshot: Google OAuth consent screen]
4

Return to Settings

After authorizing, you’ll be redirected back to Credentials Portal with your Google account connected.

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Choose or create a spreadsheet

1

Select a spreadsheet

After connecting, click Choose Sheet to open the Google Drive file picker. Select an existing spreadsheet or create a new one.[Screenshot: Google Drive file picker modal]
2

Confirm

The selected spreadsheet name and ID appear in your settings.

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Sync data

Once a spreadsheet is selected, click Sync Now to push your current district data to Google Sheets. [Screenshot: Sync Now button with a last synced timestamp] The sync updates (or creates) five tabs in your spreadsheet:
TabContents
PeopleAll active people with their roles, tracks, tags, and custom fields
InterviewsAll interview records with dates, forms, and responses
CoursesAll configured courses
BoardsAll boards and their members
TracksAll tracks with required courses and criteria
Sync is one-way: data flows from Credentials Portal to Google Sheets. Changes made in Google Sheets are not synced back.

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Disconnect Google

To revoke access, click Disconnect in the Google Sheets settings. This removes Credentials Portal’s access to your Google account. Your existing spreadsheet and its data remain in Google Drive. [Screenshot: Disconnect button in the Google Sheets settings]

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Sync frequency

Syncing is manual — click Sync Now whenever you want to update the spreadsheet. There is no automatic/scheduled sync at this time.