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Google API Integration

Features

  • Google Sheets
  • Google Drive
  • OAuth

OAuth Configuration for Porta and Google Integration

OAuth is an open standard for access delegation, commonly used as a way for internet users to grant websites or applications access to their information on other websites but without giving them the passwords.

Create a new project in Google Cloud and enable Google Sheets and Google Drive APIs

  1. Navigate to https://console.cloud.google.com/welcome and create a new project in Google Cloud. Create new project
  2. Click NEW PROJECT. Click new project
  3. Enter the project details. Enter the project details
  4. Navigate to APIs and services and select Enabled APIs and services from the sidebar.
  5. Select + Enable APIs and services. Enable APIs and services
  6. Search for and enable Google Sheets API. Then repeat the search to enable Google Drive API. Enable APIs and services
  7. Click Enable for both Google Sheets API and Google Drive API. Enable Google Sheets and Google Drive API
  8. Check that Google Sheets API and Google Drive API are enabled. Check that Sheets and Drive APIs are both enabled
  1. Select the OAuth consent screen from the side menu.
  2. Select the User Type, External.
  3. Click Create. OAuth Consent screen
  4. Enter the following information:
  • App name - eg., Porta Production or Porta Staging
  • User support email - [your email address]
  • Application home page - eg., https://staging.porta.solutions
  • Authorised Domain name - porta.solutions Form details
  1. Click SAVE AND CONTINUE.
  2. Confirm the default settings for scopes and click SAVE AND CONTINUE. Save default scope settings
  3. Click +ADD USERS to add Test users. Add Test users
  4. Enter the Test User email address(es) and click ADD.
  5. Confirm the Test User email address(es) have been added and click SAVE AND CONTINUE. Confirm test users
  6. Confirm the details are correct on the summary page and click BACK TO DASHBOARD. Confirm details on the summary page

Create Credentials

  1. Select Credentials from the side menu.
  2. Click + Create Credentials. Create Credentials
  3. Select OAuth client ID from the list.Google Cloud create credentials
  4. Complete the form:
  5. Click Create. Create authorised URIs
  6. Copy and save the Client ID and Client secret to configure the Porta settings. You can also download the .JSON file and manually copy from it. Save the Client ID and Client secret

Porta Configuration

  1. Navigate to Settings > Integrations.
  2. Activate the Google Sheet, Google Drive XML, and Google OAuth integrations. Activate the integration
  3. Double-click on Google OAuth from the list of integrations. Porta Google OAuth
  4. Add the Client ID and Client secret saved from the Google OAuth page. Porta - Add the ClientID and Client secret details

Using Google Sheets in Porta

  1. Click File > New > Template to create a new template. Create a new template
  2. Click MAKE A TEMPLATE. Make a template
  3. Select Google Sheet from the Template Builder options.
  4. Click on Google Sheet. GoogleAPI Template Builder select
  5. Click Sign in with Google. Sign in with Google
  6. Click on your Google user credentials to choose your Google account. Choose your Google user account
  7. Allow access to see, edit, create and delete Google Drive files and Google Sheet spreadsheets. Google account permissions
  8. Select a Google Sheet from the dropdown list. Google sheet