HOW TO INSTALL VERSATURE'S GOOGLE SHEETS™ ADD-ON

Read time: 1 min 9 s. Learn how to download our Google Sheet™ add-on and create a sheet!

Our Versature Google Sheets™ add-on was created to give you a better way to import, visualize, and report on your personal or company-wide call data for actionable insights into your call history and call handling processes. This article provides a step by step guide to downloading our Google Sheets™ add-on.   

STEP ONE: INSTALL VERSATURE'S GOOGLE SHEET™ INTEGRATION 

  1. Follow this link to the G Suite Marketplace listing of the Versature for Sheets Add-on.
  2. Click install. 
  3. Grant permissions. 

 

Or 

  1. Open a new Google Sheet™.
  2.  Click Add-ons.
  3. Click Get Add-ons
  4. Search for “Versature.” 
  5. Next to “Versature for Sheets,” click the + Free button to install the add-on.

STEP TWO: GRANT PERMISSIONS 

Allow Versature for Google Sheets™ permission to run, view, and manage your spreadsheets in Google Drive, view and manage data associated with the application, and connect to an external service by clicking Allow as per the pop-up windows.


STEP THREE: AUTHENTICATE THE APP 

  1. Click Add-ons
  2. Click Versature for Sheets
  3. Click Open.
  4. Sign in with your Versature credentials (SONAR and Insights). 
  5. Click Yes to allow access.  

NOTE: Your Versature Credentials are your extensionnumber@yourdomain, e.g., 101@ranchdigital.com and your 8 character password. 

If you are unsure of what your Versature credentials are, please contact Versature Technical Support by dialing 6-1-1 from any Versature device or by calling 877-498-3772 option 3.


STEP FOUR: CREATE A SHEET

Choose a pre-built report type, a date range, and then generate a new Google Sheet™.  

  1. In the top menu bar, click Add-ons
  2. Click Versature for Sheets
  3. Click Open
  4. In the pop-up menu on the right, adjust the requirements to show the data you want to view.

NOTE: Depending on your Versature profile, you will either have access to your call detail records, call queue records, or records of your entire company.



Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer support team is here for you.

Contact Support