Select a contact to view details
Google Sheets Connection
Paste your Google Sheet's published CSV URL below. The CRM will pull data from this sheet every time you click Sync.
How to get the URL from your Google Sheet:
1. Open your Google Sheet → File → Share → Publish to web
2. In the first dropdown choose your sheet tab; in the second choose Comma-separated values (.csv)
3. Click Publish, then copy the URL and paste it above
For your sheet the URL will look like:
1. Open your Google Sheet → File → Share → Publish to web
2. In the first dropdown choose your sheet tab; in the second choose Comma-separated values (.csv)
3. Click Publish, then copy the URL and paste it above
For your sheet the URL will look like:
https://docs.google.com/spreadsheets/d/14JnknpZB2ThAycTecHCE8E9T5lkOKWkMrafYi5bqNjM/pub?gid=2071263978&single=true&output=csv
Column Mapping
Tell the CRM which column number (0 = first column) each field is in. Check your sheet's header row to verify.
Data Management
All contact data and activity logs are saved in your browser's local storage. Use Export CSV to back up your data.