Google Sheets Credentials

Guidance on setting up authentication for the Google Sheets node in SMSPort.

Supported Authentication Methods

SMSPort supports two authentication modes for Google Sheets:

OAuth2 (Recommended): Direct browser authorization using your Google Workspace or personal Gmail account.
Service Account: Server-to-server credentials using a Google Cloud JSON service account key.

OAuth2 is the fastest and easiest method to connect Google Sheets:

In SMSPort, open Integrations > Google Sheets (or click Create / Manage Credential inside any Google Sheets card).
Choose OAuth2 (Recommended).
Click Connect Google.
In the Google popup window:
- Select your clinic or organization account.
- Check the box: See, edit, create, and delete all your Google Sheets spreadsheets.
- Click Continue.
The credential status will immediately update to a green Connected badge.
Click Test Connection to confirm live API access.

If your organization requires service-to-service authorization without a user sign-in:

Open the Google Cloud Console.
Select or create your organization project.
Navigate to APIs & Services > Library and search for Google Sheets API. Click Enable.
Navigate to APIs & Services > Credentials and click Create Credentials > Service Account.
Name your service account (e.g. smsport-sheets-sync) and click Done.
Under the new service account, open the Keys tab, click Add Key > Create New Key, and choose JSON.
In the SMSPort Web Console, select Connection Mode: Service Account and upload the downloaded JSON file.

You MUST share your Google Spreadsheet with the service account email address:

Copy the service account email (e.g. smsport-sheets-sync@clinic-project.iam.gserviceaccount.com).
Open your spreadsheet in Google Sheets and click the Share button.
Paste the email and assign the role Editor.