To access the Google Sheet Credential section, follow these steps:

• Click on your profile name / avatar at the top-right corner of the screen (e.g., “Hello, System SuperAdmin”)
• A dropdown menu will appear — click on Setting
• This will open the Settings page — scroll down to find the Google Sheet Credential section

The Google Sheet Credential section allows you to connect your PingTree system with a Google Sheet — enabling automatic lead data export and sync directly into a Google Spreadsheet for reporting, tracking, or sharing with your team.

To set up Google Sheet integration, you need to fill in three fields obtained from your Google Cloud Console:

• Client ID — enter your Google OAuth 2.0 Client ID, found in your Google Cloud Console under APIs & Services → Credentials
• Client Secret ID — enter your Google OAuth 2.0 Client Secret, generated alongside your Client ID in Google Cloud Console
• Refresh Token — enter the Refresh Token used to maintain a persistent authenticated connection with Google Sheets without requiring repeated logins

If you do not have a Refresh Token, click the Get Refresh Token link next to the Refresh Token field. This will guide you through the Google OAuth authorization flow — log in with your Google account and grant the necessary permissions. Once authorized, your Refresh Token will be generated and can be copied into the field.

To obtain your Client ID and Client Secret from Google Cloud Console:

• Go to console.cloud.google.com and log in with your Google account
• Navigate to APIs & Services → Credentials
• Click Create Credentials → OAuth 2.0 Client IDs
• Select the application type and configure the authorized redirect URIs as required
• Once created, copy the Client ID and Client Secret and paste them into the respective fields in the Settings page

After entering your Client ID, Client Secret ID, and Refresh Token, click the Verify and Save button at the bottom-right of the Google Sheet Credential section. The system will verify your credentials with Google and save the integration if authentication is successful.