> ## 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.

# Google Sheets Integration

> Sync your district data to a Google Sheet for reporting and analysis.

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]

## Connect your Google account

<Steps>
  <Step title="Go to Settings → Data → Google Sheets">
    Navigate to the Google Sheets section in your Settings.

    \[Screenshot: Settings navigation with the Google Sheets section highlighted]
  </Step>

  <Step title="Connect Google">
    Click **Connect Google Account**. You'll be redirected to Google's authorization page.

    \[Screenshot: Connect Google Account button]
  </Step>

  <Step title="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]
  </Step>

  <Step title="Return to Settings">
    After authorizing, you'll be redirected back to Credentials Portal with your Google account connected.
  </Step>
</Steps>

## Create a spreadsheet

<Steps>
  <Step title="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]
  </Step>

  <Step title="Confirm">
    The spreadsheet name appears in your settings once created.
  </Step>
</Steps>

## 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                       |

<Note>
  Sync is one-way: data flows from Credentials Portal to Google Sheets. Changes made in Google Sheets are not synced back.
</Note>

## 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]

## Sync frequency

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