> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jaaxis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect and use Google Sheets

> Choose a spreadsheet, link tool fields to columns, and control which values the agent may edit.

Google Sheets lets your agent work with rows in a spreadsheet. It is a live business-data connection, not an uploaded knowledge file.

## Before you begin

Prepare a spreadsheet the connected Google account can access. Use clear column titles and harmless test rows. Start with editing and adding rows switched off.

<Steps>
  <Step title="Connect Google">
    Open the agent's **Connect** page and select **Google Sheets → Connect**. Sign in to the intended Google account and approve the requested file access. Return to Jaaxis and open **Manage**.
  </Step>

  <Step title="Choose a spreadsheet">
    Select **Add a tool**, then choose the file in **Choose a spreadsheet**. The tool editor opens for the selected file.
  </Step>

  <Step title="Identify the worksheet and header row">
    Enter a **Name** and **Description** explaining when the agent should use this tool. Under **Spreadsheet**, select **Worksheet** and set **Which row has your column titles** to a row from 1 to 10000.
  </Step>

  <Step title="Link fields and limit editing">
    Under **What to collect**, add the fields the conversation needs. In each field card, select its **Column**. A column can only be linked to one field. Turn on **Agent can edit** only for columns the agent should change. Enable **Allow the agent to add new rows** only when creating records is intended.
  </Step>

  <Step title="Save and test">
    Select **Save**, confirm the tool appears in the list, and check **Enable tool**. Test a lookup with non-sensitive test data. If editing or adding rows is enabled, test those separately and inspect the actual spreadsheet for the intended result.
  </Step>
</Steps>

## Changed columns or access

**Sync** rereads worksheet names and column titles. It does not save your tool changes. If a linked column was renamed or removed, choose its replacement and select **Save**.

If Jaaxis requests reconnection, reconnect the intended Google account and approve file access. Confirm it can still open the spreadsheet. To stop a tool temporarily, switch off **Enable tool**; use **Delete tool** only when you intend to remove its configuration.

<Warning>
  Tests can change real spreadsheet rows when editing or adding is enabled. Use a test sheet or harmless test records. Do not make private customer data available to an agent that does not need it.
</Warning>