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]Documentation Index
Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt
Use this file to discover all available pages before exploring further.
Connect your Google account
Go to Settings → Data → Google Sheets
Navigate to the Google Sheets section in your Settings.[Screenshot: Settings navigation with the Google Sheets section highlighted]
Connect Google
Click Connect Google Account. You’ll be redirected to Google’s authorization page.[Screenshot: Connect Google Account button]
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]
Create a spreadsheet
Create Sheet
After connecting, click Create Sheet. Credentials Portal will automatically create a new Google Spreadsheet in your Google Drive named after your district (e.g., “My District — Credentials Data”).[Screenshot: Create Sheet button]
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:| Tab | Contents |
|---|---|
| People | All active people with their roles, tracks, tags, and custom fields |
| Interviews | All interview records with dates, forms, and responses |
| Courses | All configured courses |
| Boards | All boards and their members |
| Tracks | All 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.