Just like our Open API, our Google Sheets integration (currently in beta) enables you to automatically update progress on your KPIs, OKRs and Initiatives. Please note that this integration does not require you to have your own Google account.
The Google Sheets integration can connect hundreds of applications and you don’t need a technical background to build most of these connections.
To use this integration, our Support team must first activate it for you (read how). Once it has been activated, follow these steps:
- In Perdoo, click on the goal (KPI, Key result or Initiative) you wish to integrate.
- From the URL, copy the ID located after /kpi/, /kr/ or /i/ (see images below).
- Open your Google Spreadsheet.
- Copy the ID to the ID column.
- In the Type column, add which type of goal it is ('kpi', 'keyresult', or 'initiative')
Once a day (between 2-3 am CET), Perdoo will check these sheets and automatically update progress on the corresponding goals in Perdoo, based on the value that Perdoo finds in the Value column. You can automatically update the value (i.e. progress) for your goals by connecting other apps.
Connecting other apps via Native Add-ons
A lot of tools—like Salesforce, JIRA, Chartmogul and Quickbooks—enable you to send your data directly from their apps to a Google Sheet. Most Google products, like Google Forms and Google Analytics, also allow you to send data directly to a GSheet. These add-ons are free and very easy to use. They enable you to automatically update the value (i.e. progress) for a goal.
Example: integrate Perdoo with Salesforce
The Marketing team at Perdoo is responsible for making sure we get in the right leads. We have an Ideal Customer Profile (ICP) and a Marketing KPI to make sure that at least 30% of our MQLs meet our ICP criteria. Setting up this KPI in Perdoo ensured we regularly look at it.
When the Marketing Team saw that the KPI dropped below the target value early 2019, they’ve decided to tackle this problem with an OKR in Q2. One of the Key Results was of course to increase the % of MQLs that are ICP to 30%. This is tracked with a report in Salesforce and automatically updates the corresponding Key Result in Perdoo through our Google Sheets integration with the Salesforce add-on.
Example: integrate Perdoo with Google Forms
In Q2 2019, the Sales team at Perdoo is working to improve the demo experience for our prospects. They believed that to really measure success they also needed to survey the people that attended a demo. So they decided to send a survey to each demo attendee, right after the demo, asking them to rate the experience.
They send these surveys through Google Forms. Answers are sent directly to the Google Sheet that integrates with Perdoo, and thus Perdoo is automatically updated every hour.
Connecting other apps via Middleware Add-ons
Nowadays there are simple add-ons for Google Sheets that let you effortlessly get your data from a wide variety of sources into your Google Sheet. These enable you to automatically update the value (i.e. progress) for a goal.
The most well-known add-ons is Supermetrics. It allows you to integrate 40+ apps to your Google Sheets, and thus allows you to automatically update progress in Perdoo from 40+ different sources!
& more — a full list of integrations can be found here