Setting up Google Drive & Google Sheets as a Source

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Access Required

Permissions setup prerequisites:

• To assign access in Guru, you do not need to be a Google Admin.
• To inherit permissions from Google, you must be a Google Admin.

Setting up Google Drive as a Source

1. Go to Manage > Sources.

2. Select Google Drive from the list of Source icons.

3. Choose your permissioning method:

   Option 1: Assign access in Guru

   • Under Choose how to assign access to users, select Assign access in Guru.

   Option 2: Inherit permissions from Google

   • Under Choose how to assign access to users, select Use permissions from Google Drive.

   • You must be a Google Admin to use this option.

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     Note

     Required scopes:

     1. Drive.readonly – See and download all Google Drive files
     2. Admin.directory.group.readonly – View domain groups
     3. Admin.directory.user.readonly – View domain user info
     4. Admin.reports.audit.readonly – View domain audit reports

4. Under Connect to Google Drive, click Authorize Account and sign in with your Google credentials.

   • You may choose to sync specific folders only.

5. If assigning access in Guru:

   • Select which Groups should have access to the Source.
   • Optionally, add a Source Owner (can also be done later under Manage Access).

6. Guru will send a confirmation email when the sync completes. In the web app, sync status will change from Initializing to Synced.

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Note

Objects synced: Only the files in selected folders will be included.

Setting up Google Sheets as a Source

1. Navigate to Manage > Sources.

2. Select Google Sheet from the icon menu.

3. In the Connect Source: Google Sheet modal, fill in the following:

   • Add the URL of your tab (Required)
     Paste the link to the specific tab in Google Sheets you want to sync.
     Example:
     https://docs.google.com/spreadsheets/d/your-sheet-id/edit#gid=123456789

     ✍️

     Note

     Only the tab you link to will be synced.

   • Authorize account (Required)
     Sign in with your Google credentials to allow sync access.

   • Provide a display name (Optional)
     A friendly name for the data Source (e.g., Customer Master List, Sales Reports).

   • Name your data object (Optional)
     Describes what each row represents (e.g., Account, SKU, Contract).

   • Header row (Optional)
     Enter the row number (starting at 1) where column headers exist.

   • Title column (Optional)
     Column letter with names or titles to display in search results (e.g., A).

   • Record URL column (Optional)
     Column letter with links to external systems (e.g., F for Salesforce links).

   • Unique Identifier (Optional)
     Column letter with a unique ID per row (e.g., B for contract IDs).

   • Icon (Optional)
     Upload a 32x32 icon to appear in search results.

4. Authenticate with your Google account.

5. If assigning access in Guru:

   • Select Groups that should access this Source.
   • Add a Source Owner now or later under Manage Access.

6. Click Connect Source to complete setup.

7. Guru will send a confirmation email after the initial sync.
   The sync status will change from Initializing to Synced in the Guru UI.

Frequently asked questions about Google Drive and Google Sheets Sources

What’s the difference between the Google Drive and Google Sheets connectors?

Guru provides two different connectors for Google content:

• Google Drive connector:
  Surfaces answers from a broad set of file types—Docs, Slides, PDFs, and Sheets.

• Google Sheets connector:
  Offers more granular indexing of structured data within Sheets. Ideal for complex tables, forms, and lists (e.g., inventories, trackers).

If your spreadsheet contains row-by-row data that needs detailed searchability, the Google Sheets connector is the better choice.