“How-to” Guides

How to Embed a Google Sheet on a Portal Page

Once you get the hang of it this method can be used for a lot more than Google Sheets!

Let’s get started by creating a Custom Field! Go to Flyout Menu > Custom Fields > + Add Custom Field.

Name your Custom Field and fill in the description. The usage will be CRM > Contacts and the Type will be URL.

Add your Custom Field then head over to CRM > Contacts > find the Contact you would like to work with > Options > Edit icon.

You’re now editing your Contact’s Profile. You’ll scroll down until you get to the Other Info section. This is where the Custom Field you just made will show up. If you haven’t edited the order of your Custom Fields you will find this newest one at the very bottom.

Copy the URL of the Google Sheet that you are working on into the Custom Field slot (mine is named Timesheet) and save your changes.

Now it’s time to make a Portal Page! Go to Pages > Portal Pages > Add New Page.

Assign the Portal Page to the Contact with the Timesheet Custom Field then Configure the Dynamic Menu. When you get to your Editor options you’ll want to go with the Content Block.

You can delete the Text Block then click the plus sign (+) surrounded by a circle to add a Block. You will then select iFrame Block.

The Source Type will be Custom Field URL. Once that is selected it will open up another dropdown where you will select the Custom Field you made specifically for this. Mine is called Timesheet.

Make your Width, Height, and Alignment choices. Style it how you like. I did Full Width so it’s responsive on mobile and centered it. Save your iFrame choices then Save the Portal Page at the bottom.

Finally, let’s go back to your Contact and Impersonate them to see this Portal Page from their view.

Make sure it looks good and works as expected! You can always make edits to it after the fact.

If you want it to be the first thing your Contacts see when they log in you will assign it as the Start Page.

You’re all set!