Google Sheets & Excel Destinations

DocsToSheets supports exporting your parsed document data to both Google Sheets and Microsoft Excel Online.

By linking your cloud storage accounts, DocsToSheets can securely append data to your spreadsheets in real-time, whether you upload documents manually or ingest them via email.

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Supported Destinations

Google Sheets (Google Drive)

• Auth: Connect via secure Google OAuth (authorizing access to Google Drive and Sheets).
• Storage: Select any spreadsheet file (.gtable / Google Sheet format) stored in your personal Google Drive or shared drives.
• Appends: Appends data as new rows at the bottom of the designated sheet tab.

Microsoft Excel Online (OneDrive)

• Auth: Connect via secure Microsoft OAuth (authorizing access to OneDrive and files).
• Storage: Select any Excel workbook (.xlsx file) stored in your OneDrive or SharePoint.
• Appends: Writes directly into Excel Tables. Ensure your target worksheet has a defined Excel table (insert table) so the API can write rows successfully.

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Schema Inference & Mapping

When you select a target spreadsheet, DocsToSheets automatically analyzes its structure to map extracted document fields to your spreadsheet columns.

AI Extracted Fields         Inferred Mapping         Spreadsheet Columns
[ Invoice Date ]   ------>    Matches    ------>    [ Date ]
[ Vendor Name ]    ------>    Matches    ------>    [ Vendor ]
[ Total Amount ]   ------>    Matches    ------>    [ Invoice Total ]

1. Header Detection: DocsToSheets reads the first row of your target sheet to find your column headers.
2. AI Mapping: The Schema Inference engine matches extracted fields (e.g., vendor_name, total) to your columns (e.g., Vendor, Amount) using fuzzy logic and context.
3. Customization: You can review and override these mappings in the dashboard at any time. If you add new columns to your spreadsheet, click Refresh Schema in DocsToSheets to update your mappings.

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Authorization & Security

• Access Token Encryption: All OAuth access and refresh tokens are encrypted at rest using industry-standard AES-256 encryption before being stored in our database.
• Scopes: We only request the minimum permissions required to write rows to your spreadsheets.
• Offline Access: By requesting offline access, our backend services can securely write processed document data to your spreadsheets when files are ingested via email or the API—without requiring you to be actively signed in.