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PARSER GUIDES

Exporting to Google Sheets

Integrations

Export extracted data to Google Sheets

You can send extracted data to Google Sheets automatically. Document fields and table rows can go to separate sheet tabs, which keeps values such as invoice details and line items organized.

Where to set it up

1. Open your parser and go to Settings -> Integrations.

2. Under Available Integrations, click Google Sheets.

3. It appears under Added Integrations. Expand it to configure.

Screenshot placeholderguide-guides-integrations-exporting-to-google-sheets-01-integrations-overview-clean-docs-account.webpRequired PARSER view: Integrations with Google Sheets added and expandedFuture alt text: Integrations with Google Sheets added and expanded

How to configure

Connect your Google account

Click Connect to Google and sign in with the Google account that owns the spreadsheet you want to use. PARSER will request access to view and edit your Sheets. Approve it to continue.

Choose or create a spreadsheet

  • Use an existing spreadsheet - Pick it from the list. Select each sheet tab you want to use and map its columns.
  • Create a new one - Use Create new spreadsheet. Enter a name (e.g. "My Invoices - Extracted Data"). PARSER creates a Fields tab and one additional tab for each table in your parser.

Map each tab

Select a sheet tab, click Start mapping, and match PARSER fields to the destination columns. Repeat this for every tab you want PARSER to update.

  • The Fields tab receives one row for each document.
  • A table tab receives one row for each extracted table row.
  • Unmapped fields and tabs are not sent.
  • When Markdown parsing is enabled, map Markdown URL to a sheet column to export the stored Markdown file link.

Save

Click Save Configuration. Future documents are added to every mapped tab.

When data is sent

Data is sent after processing. A document adds one row to the mapped Fields tab. Each extracted table row adds one row to its mapped table tab.

If you use Reviews & Approvals and a reviewer is assigned, exports wait until the document is approved. If no reviewer is assigned, exports run immediately after processing.

Tips

  • Use a dedicated sheet (or spreadsheet) for each parser so data stays organized.
  • Column names in the sheet don't have to match field names exactly; mapping defines where each value goes.
  • When you create a spreadsheet from PARSER, its tabs and initial mappings are created for you.
  • If you change Fields & Tables, update the mapping so new or renamed fields are included.

Troubleshooting

  • "Not connected" - Connect your Google account again. If you revoke access in Google, you'll need to reconnect.
  • "Failed to load spreadsheets" - Check that you've granted Sheet access. Disconnect and reconnect if needed.
  • Missing or wrong columns - Review your field mapping and fix any unmapped or incorrect mappings.

Next steps

Importing from BoxConnect Box and automatically process new files added to a selected folderOpen guide → Exporting to Microsoft ExcelAdd extracted data to an Excel workbook in OneDriveOpen guide →