Getting started

Setup walkthrough: Google Sheets tracker

Share your enrollment tracker sheet and paste its ID so Elira keeps it filled in automatically.

If your team keeps a Google Sheets enrollment tracker, Elira can keep a copy of it filled in once your school is live — each family's status, last contact, response and documents — plus a Notes tab your staff and Elira both add to. She writes only to a tab of her own, Elira Updates, which she adds to your sheet the first time and refreshes each time — your own tabs, the first one included, are never written to. If your sheet already has a tab called Elira Updates that AskElira cannot verify she created, she leaves it alone and writes nothing until you rename that tab. Older connected sheets follow the same rule: matching column headings do not authorize overwriting their data. Nothing is written to the sheet before AskElira approves your school for go-live. If you are converting from the observation week, tracker refreshes and weekly roster reports also wait for your signature on the current full packet.

Step 1 — Copy the Sheet ID

The ID is the long code in the sheet's URL between /d/ and /edit:

https://docs.google.com/spreadsheets/d/  1AbC…xYz  /edit#gid=0
                                         ↑ this part

Step 2 — Save it on School info

On School info, open Advanced — for whoever manages your school's systems. Under Connections, paste the ID into Your shared enrollment spreadsheet and click Save school info.

Step 3 — Get the address to share with

Open the Share your tracker spreadsheet step and press Verify access. Until the sheet is shared, the message names the address to share it with (it ends in .iam.gserviceaccount.com).

Step 4 — Share the sheet

  1. Open the tracker in Google Sheets and click Share (top right).
  2. Paste that address, give it Editor access and click Send (no need to notify).

Step 5 — Verify

Back on the step, press Verify access again. We actually open the sheet right then — the step turns done when the share worked; if not, the message tells you exactly what to fix.

Not using a Google Sheet? Under *We're not using SchoolMint or a Google Sheet* at the bottom of Build Elira's Brain, tick We are not using a Google Sheets tracker and the step leaves your list.

Wrong sheet later? Change Your shared enrollment spreadsheet on School info (under Advanced), save, and press Verify access on the step again.
Was this helpful?

Related guides

Review your public website clarity
Check public website answers with source links, draft scores and separate unknowns.
Elira — setup help
Ask about your next setup step, watch a matching tutorial, or send a request to our team.
When you report a problem
What happens after you send a problem to our team, and the email you get when a fix is live.
Still need help?
Chat with Elira or send a ticket to a human.
Contact support