If you're just getting started with Perdoo, it may feel like a daunting task to get your account fully set up — especially if you don't have your Strategic Pillars and/or KPIs figured out.
Luckily, we've developed a Google Sheets Add-on that will give you a Head Start. You can use the add-on to import all your users and teams. Or browse our databases of example Strategic Pillars and KPIs, select the ones that are relevant, and import them to your account with just a few clicks!
ℹ️ Do you not have a Google account? No worries, we can create a spreadsheet for you and share it with you!
How to install the Head Start Add-on
The following steps only have to be done once.
Open our Add-on in Google's Workspace Marketplace and click Install.
If you are a GSuite Administrator, you may see two options: Admin install and Individual install. If you select Individual install, the Add-on will only be available to you. Select Admin install if you want to make the Add-on available to specific teams or your entire organization.
Click Continue and then click Allow to give Perdoo the right permissions.
If the Add-on is installed successfully, you'll see a message that says "Perdoo Head Start has been installed". The add-on is now available in every Google Sheet!
Important
Only if you performed an Admin install, will the integration now be available for everyone. Otherwise, other users must follow the same steps above to make the integration available for themselves.
How to use the Head Start Add-on
The Add-on should be pretty self-explanatory — but don't hesitate to reach out in case you need help.
Most importantly, you first need to authorize the Add-on by adding an API token from your Perdoo account. You can create a new API token from Personal settings > API tokens.
Once the Add-on has been authorized, you can start importing users, teams, and goals.
Instructions are available in the Add-on itself, and some headers have notes with further instructions.
Coming soon 🎁
We'll soon add A LOT more example Strategic Pillars and KPIs!
Need help?
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.