Set up Integration Connectors with AppSheet

To set up Integration Connectors with AppSheet, the Google Cloud and AppSheet team admins need to work together to complete the following steps:

 After you set up Integration Connectors with AppSheet, you can add and use connections as data sources.

Learn more about the Google Cloud projects and service accounts used by AppSheet.

Create a Google Cloud project and service account

As the Google Cloud admin, to create a Google Cloud project and a service account in the Google Cloud Console, do the following:

1. Create a Google Cloud project. In the Google Cloud project, you'll create connections to use in AppSheet.  If you already have a project with the connections you want to use in AppSheet, you can skip this step.
2. Grant permissions to create connections. If you plan to allow your AppSheet team admins to create connections in the project, you’ll need to grant access control permissions to them.
3. Create a service account that will be used when creating connections using Integration Connectors. A service account is a special type of Google account intended to represent a non-human user that needs to authenticate and be authorized to access data in Google APIs.  

Set up Integration Connectors in the Google Cloud project

As the Google Cloud admin, you need to set up Integration Connectors for the Google Cloud project, if not already set up, as described in Set up Integration Connectors.  If your project is already set up to use Integration Connectors, you can skip this step.

During the setup process, you'll enable the following APIs in your project:

• Secret Manager API
• Connectors API

After Integration Connectors is set up, you'll see the Welcome to Integration Connectors Overview page. 

Create a connection

As the Google Cloud admin, you can create a connection based on one of the following data source types. You'll need the roles/connectors.admin IAM role to create a connection. If you already have a connection to the data you want to use in AppSheet, you can skip this step.

• Google BigQuery
  To allow insert and update operations on BigQuery data, grant the following IAM roles to the service account used to create the connection: roles/bigquery.dataEditor and roles/bigquery.jobUser
• Jira Cloud
• PostgreSQL
• Salesforce
• ServiceNow
  When you configure the ServiceNow connector, we recommend that you specify the tables to include in the Filter Tables field. Otherwise, you might experience significant delays when loading your data.
   

  
  Note: To support multiple regions, you'll need to create a connection in each region. Make sure you select one of the following regions when creating your connection: us-west1, us-central1, us-east4, europe-west4

Set up the team to use Integration Connectors

Before you can add a connection as a data source, the AppSheet team admin and Google Cloud admin need to work together to set up the team to use Integration Connectors.

As the AppSheet admin, to set up your team to use Integration Connectors do the following:

1. Go to the My account > Sources and click + New Data Source.
2. Select the Use Integration Connectors tab.
3. Click Get started.
   The Add data source using Integration Connectors dialog displays. Step through the wizard, as described in the following sections:
   • Step 1: Create a service account
   • Step 2: Grant access roles
   • Step 3: View connections
   • Step 4: Add connection

Step 1: Create a service account

Before you can add a connection as a data source, you'll need a service account for your team that is used to manage the connection between AppSheet and Integration Connectors. This service account is different from the one created when the Google Cloud project was set up.  This service account is created by AppSheet in the AppSheet-owned Google Cloud project and is only used for AppSheet. For more information, see About the Google Cloud projects and service account used for Integration Connectors with AppSheet.

To create a service account in the AppSheet-owned Google Cloud project, do the following:

1. If you have not already created a service account for your team, click Create.
   If you have already created a service account, its address will be displayed in the field.
2. Click to copy the service account address.
3. Click Next.

Step 2. Grant access roles

To grant access roles, do the following:

1. Request that your Google Cloud admin grant access roles to the service account to allow AppSheet to connect to Integration Connectors. Provide your Cloud admin with the service account address copied in Step 1: Create a service account.
2. Your Cloud admin will need to follow the steps in Allow AppSheet to connect to your connection.
3. If you have connections in more than one project, repeat step 2 for each project for which you want to grant access.
4. After access roles have been granted by your Cloud admin, click Next.

 Allow AppSheet to connect to your connection

Request that your Google Cloud admin allow AppSheet to connect to Integration Connectors by using one of the following methods:

• Use the Google Cloud console 
• Use the gCloud CLI

See also: Stop allowing AppSheet to connect to Integration Connectors

Step 3: View connections

To view connections, do the following:

1. Enter the Google Cloud project ID where the connections were created.
   The list of available connections is displayed.
2. Select the connection that you'd like to add as a data source from the list.
3. Click Next.

Step 4: Add connection

To add the connection, do the following:

1. Optionally, select Share connection for use with your team.
   This step is optional; you can share the data source with your team later.
2. Select Save and complete.
   The connector is added as a data source.

Next steps:

• To add more connections, see Add connections as data sources.
• To use connections as data sources in apps, see Use connections as data sources.