Steps to Link Google Spreadsheet :
You can understand the process either by reading or through this video.
Step_1: Go To The Integration section, Click on Google Sheet Integration Button
Step 2: Click on the "Sync Now" button.
Grant the required permissions to create a new Google Spreadsheet file with a predefined format in your Google Drive. You can modify the field values as needed. Note: Do not delete or edit any predefined column or file named "EazybeData" from Google Drive. You may, however, add new columns.
Detailed step-by-step procedure for connecting Google Sheets from an extension:
- Click on the integration icon located on the right sidebar at the bottom.
When you click on the button, a modal will open with options to integrate with various CRMs, such as Hubspot, Google Calendar, and Google Sheets.
To connect to Google Sheets, simply click on the "Connect to Google Sheet" button as shown in the picture below.
Now You will be redirected to your Workspace in Integration Section and from There You just click again on the Google sheet configure option for connection. <Image TO Added SOON>
And to verify whether your Google Sheet connects Successfully or not just refresh your Whatsapp, click again on the Integration icon and You Will see Google Sheet as shown below and a new G-sheet icon will be added there.
An auto Google Sheet will now be created with some predefined columns and rows. You can add or delete any row or column according to your needs but with some predefined rules.
To add a new user property, create a new column on the linked Google Spreadsheet. For example, if you want to create a property named "orders," create a column named "property_orders" in Google Sheets. Please review the FAQs given below for more information.
Q: How do I add a new user property? A: To add a new user property, create a new column on the linked Google Spreadsheet. For example, if you want to create a property named "orders," create a column named "property_orders" in Google Sheets.
Q: How do I link my contacts on Google Sheets manually? A: To link your contacts manually, add the phone number of the contact you want to link in the "phone" column and add/update the values of that contact to the same row.
Q: What happens if I accidentally delete a predefined column or file named "EazybeData"? A: If you accidentally delete a predefined column or file named "EazybeData," you will need to re-link the Google Sheet to your account to continue using the Google Sheet integration feature.
Q: How often does the data sync between the Google Sheets and my account? A: The data syncs between the Google Sheet and your account in real-time, meaning any changes made to the spreadsheet will be reflected in your account immediately.
Q: How do I delete a row from the linked Google Spreadsheet? A: To delete a row from the linked Google Spreadsheet, simply select the row you want to delete and press the "delete" key on your keyboard.
Q: Can I customize the predefined format of the linked Google Sheet? A: Yes, you can customize the predefined format of the linked Google Sheet by adding or removing columns as needed. However, some predefined columns, such as the "phone" column, cannot be deleted or renamed.
Q: How do I export my contacts' information from the linked Google Sheet? A: To export your contacts' information from the linked Google Sheet, go to the "File" menu and select "Download" > "Microsoft Excel (.xlsx)" or "Comma-separated values (.csv)." This will download a file containing your contacts' information.
Q: How do I import contacts into the linked Google Sheet? A: To import contacts into the linked Google Sheet, go to the "File" menu and select "Import" > "Upload" and choose the file containing the contacts you want to import. Make sure the file is formatted correctly to match the predefined format of the linked Google Sheet.