Practice x Google Sheets Integration

Available for: Practice Teams Plan & Practice Enterprise Plan

Available for: Organization owners only 

Step 1: Head to your Practice settings 

When you head to your settings in your Practice account as the org owner, you'll see the option to connect to our Google Sheets integration. 

visit here: app.practice.do/settings 

Step 2: Select your Google account 

Once you connect your Sheets integration, you'll be asked to select a Google account to authenticate with. This does NOT need to be the Google account used for email and calendaring, it can be any Google account that you have! 

Step 3: Give access to all sheets 

Practice will require access to all sheets so that we can publish content to your Google Drive. 

Step 4: Refresh results on the integration 

Once you refresh, you'll see the sync status of each tab and push a new version to the Google sheet. Note that we do not automatically push a new version, you'll have to refresh the integration to see the new content. When you do, we'll write a fully updated table for each tab.  

Step 5: Practice will create a new Sheets document called "Practice Sheets Integration" 

You'll see this in your Google account and you can share it with whomever you'd like or reference it in another doc! 

What data does Practice sync to each sheet? 

In each tab, we'll sync the following to each sheet: 

Members

• Member ID
• Name
• Email 

Clients

• Client ID
• Name
• Email
• Address
• Labels
• Date created
• Date updated
• Status
• All custom fields 

Appointments

• Appointment ID
• Package ID
• Client ID
• Member ID (organizer) 
• Title of appointment 
• Source
• Date created
• Date updated
• Start date & time
• End date & time
• Status
• Outcome 

Packages

• Package ID
• Package template ID
• Package title
• Total sessions in the package
• Total sessions used 
• Package status
• Client ID
• Date created
• Date updated
• Package start date
• Package completion date (end)
• Paused (true/false)
• Locked (true/false)
• Rollover (true/false) 

Accounts Payable 

• Line item ID
• Description
• Associated member ID 
• Client ID
• Appointment ID 
• Invoice due date
• Invoice ID
• Invoice status
• Rate
• Unit cost
• Quantity
• Total
• Date created
• Date updated