Before start with this guide, there is everything you will need:
1 – Creating a new project
On your Google Developers Console you need a project created to be able to setup its credentials. If you do not have one, simply create a new project, fill the Project name field and click the Create button.
2 – Enabling the Google Sheets and Drive APIs
After creating the project, the next requirement is enable the Google Sheets and Google Drive APIs in this project. Lets to activate them:
1 – Navigate to APIs & Services > Dashboard.
2 – Click on Enable APIs and services.
3 – Type “Google Sheets” in the search bar and select the Google Sheets API option.
4 – In the next screen, simply click the Enable button to add the Google Sheets API to your project.
5 – Repeat the previous steps but searching for “Google Drive” instead and select the Google Drive API option.
6 – In the next screen, simply click the Enable button to add the Google Drive API to your project.
3 – Setting up the credentials
Now lets to setup the OAuth consent screen to be able to setup OAuth credentials. There is a step by step guide about how to setup this consent screen:
1 – Navigate to APIs & Services > OAuth consent screen.
2 – Choose External and click on the Create button.
3 – Fill the App name, User support email, the Developer contact information email fields and click the Save and continue button.
4 – For Scopes and Test Users tabs, you can skip them by clicking the Save and continue button.
5 – In your app dashboard, click the Publish App button to make it accessible.
Optional: If you do not want to publish your app, you can add the Google account email of your choice in the Test Users tab.
Great! You have configured your OAuth consent screen, now lets to create the credentials.
1 – Navigate to APIs & Services > Credentials and click on Create Credentials > OAuth client ID.
2 – For the Application Type field, choose Web application.
3 – Open a new tab in your browser and go to your site. Navigate to AutomatorWP > Settings > Google Sheets and copy the Redirect URL.
The URL should be something like:
https://yoursite.com/wp-admin/admin.php?page=automatorwp_settings&tab=opt-tab-google_sheets
4 – Come back to the Google Developers Console and in the Authorized redirect URIs section, click on Add URI and paste the copied URL.
5 – Click the Create button and you will see a popup with the text OAuth client created (do not close it).
4 – Setting up AutomatorWP
Now that you have your Google app and its credentials ready, is the moment to configure AutomatorWP on your site using your apps credentials.
1 – Copy Your Client ID and Your Client Secret from the OAuth client created popup from the previous steps.
2 – Come back to your site, navigate to AutomatorWP > Settings > Google Sheets, paste your client ID and Secret in the Client ID and Client Secret fields and click on Authorize button.
Note: In case you see the “Google have not verified this app” message, just click in the Advanced configuration link and click on Go to {you project name} to continue.
3 – You will see a consent screen (the one you configured previously) asking you if you want to allow access to your account, just click on Continue.
4 – Finally, you will see the message Site connected with Google Sheets successfully in your AutomatorWP settings!
That’s all! Now that you have successfully connected AutomatorWP and Google Sheets, you are able to automatically add new rows to any spreadsheet based on your site activity like purchases, e-learning and community activities or any of the triggers supported by AutomatorWP.
In addition, you can check the automations samples page where you can see some samples of the possibilities of this add-on.