Google Sheets & Scoreapp Integration

This article assumes you are already logged into your Google account before following the steps. If you are not logged in, the system may prompt you to do so first, which may slightly alter the order of the steps described below.

Important

Before starting the integration, please ensure you have created a Google Sheet dedicated to receiving data from your Scorecard.
Label the sheet's columns with relevant headings, such as Name, Email, Scorecard Results, etc., to properly map the data coming from ScoreApp into your sheet.
Make sure to leave the first column blank, as the system will use it to add important codes needed to maintain the connection between ScoreApp and Google Sheets.

Step 1: Authenticate Scoreapp with Google Sheets

From your Scoreapp home page, navigate to the left-hand menu bar and click Integrate.

Then find the Google Sheet icon in the list of available apps and click Configure.

You will be asked to access your Google account and will be allowed access.

Step 2: Customize Your Integration

In the Settings section, click Select Sheet.

Confirm your action and click the Continue button.

Once you've selected the sheet, you will be prompted to choose a worksheet from within your spreadsheet. Worksheets are essentially the different tabs you have created in the selected sheet.

Confirm your action and click the Continue button.
Finally, click the Save button to complete this step.

Scroll down to the Map Lead Form Fields section. Here, you’ll be asked to map all fields between ScoreApp and Google Sheets.

If you didn’t labeled your worksheet columns earlier, and instead paused the integration to create it now, Scoreapp won’t show a "refresh" option at this step. To update the integration, exit and re-enter the page so the new field appears.

Click Add Fields to begin.

First, select the Google Sheet column (e.g., Email), and then choose the corresponding ScoreApp field (e.g., Email). This tells the system to send each new email collected from your Scorecard to the designated Email column in Google Sheets.

Click Save and repeat these steps for each contact field you want to map.

Please note that this process is not limited to email—you can also transfer other data, such as names, Scorecard results, and more.

Navigate to the Map Result Fields section to connect the Scorecard result data to a column in Google Sheets. You can follow the same process as described earlier:
Click the Add Field button to open a pop-up window.

Select the Google Sheet column (e.g., Scorecard Result), and then choose the corresponding ScoreApp field (e.g., Highest Category).

Finally, click the Test Integration button to ensure everything is set up correctly.