Google Sheets Integration

With Google Sheets integration, users can:

• Link their Google account to connect to Google Sheets.

• Sync lead/customer data directly into Squarebox.

• Perform Manual or Automatic data sync to keep Squarebox up-to-date.

How to Integrate Google Sheets

Follow these steps to connect Google Sheets:

1. Go to Settings > Integrations

   • Navigate to the Integrations tab under Settings.

   • You will see an option to connect Google Sheets.

2. Connect Google Account

   • Toggle the Google Sheets integration switch to enable it.

   • Click on View Integration to log in and authorize Squarebox to access Google Sheets.

3. Select Data Source

   • After connecting, choose the required Google Sheet and tab you want to sync.

   • Use the Map Columns feature to align Google Sheet columns with Squarebox fields.

4. Sync Settings

   • Configure how you want your data to sync:

     • Manual Sync: Users can trigger a sync manually.

     • Automatic Sync: Data will be updated automatically at regular intervals.

5. View Sync Logs

   • Track sync status (e.g., success, partial sync, or failure) under Sync Logs.

   • Use the View Logs option to troubleshoot any errors.

Manual vs. Automatic Sync

Feature	Manual Sync	Automatic Sync
Control	Trigger sync as needed manually	Automatically syncs at set intervals
Frequency	On user command	Real-time or scheduled intervals
Use Case	Ideal for occasional updates	Suitable for continuous data updates

Use Cases for Google Sheets Integration

1. Lead Management:

   • Connect your lead data sheet and ensure all new leads automatically sync into Squarebox for immediate follow-ups.

2. Campaign Sync:

   • Sync campaign registrants or participants into Squarebox for personalized messaging and communication.

3. Real-Time Updates:

   • Automatically sync changes in Google Sheets to keep Squarebox records up-to-date without manual effort.