Installing in a Google Sheet
A LightLead workspace is inseparably linked to a specific Google Sheet. Here's how it works.
Before you start
- You need a Google Sheet with edit permissions
- LightLead must be installed as a Google Sheets add-on
- You must be logged in to LightLead
Step 1: Create the link
- Open the Google Sheet you want to use
- Open LightLead: Extensions → LightLead → Open
- If the sheet isn't yet linked to a workspace — you'll be prompted to create a new one
- Click Create Workspace
Step 2: Service sheets
After creation, LightLead adds a [LL] service sheet to the spreadsheet. It contains:
- Workspace ID
- Integration metadata
- Report statuses
- Workspace settings
Important: don't delete, rename, or edit the [LL] sheet. Doing so can lead to data loss.
Limitations
- One Google Sheet can be linked to only one workspace
- You cannot move a workspace to a different spreadsheet without fully deleting and recreating it
- The spreadsheet must be accessible to the Google Apps Script API
How to verify
- A
[LL]sheet appears in the spreadsheet - LightLead shows the home screen with the menu
- The workspace settings display your Google Sheet's URL