Cilent Management - Sync Sheets

Add Clients via Google Sheets – Simplify Your Data Flow

Tired of manually entering client details? With Google Sheets integration, you can bring your client data straight into IntoAEC quick, seamless, and perfectly organized. Whether you’re managing a handful of clients or hundreds, syncing your sheet keeps everything accurate and instantly accessible inside your CRM.

No more messy spreadsheets or duplicate entries — just clean, connected data at your fingertips.

What You Can Do Here

• Import Clients Instantly: Skip manual uploads and bring data straight from Google Sheets.
• Maintain Consistency: Ensure all your client details, emails, and contact numbers stay aligned across platforms.
• Save Time: Update once in Google Sheets and see it reflected automatically in your CRM.

Syncing Clients from Google Sheets

1. Click Client, then select Add Client to open the client creation page.

   
   

   
2. Under the Create Client section, select Sync Sheets — this allows you to import client data directly from a connected Google Sheet.
3. A pop-up titled “Sync Google Sheet” will appear, displaying the message “Checking integration status…”
4. If your Google account isn’t configured yet, you’ll see:
5. “Google Calendar integration is not configured. Please configure your Google account to continue.”

• Click Configure to begin setup.
• A Google Sign-In pop-up will appear. Choose your account, review permissions, and click Continue.
• Once your account is configured, the Sync Google Sheet window will appear.
• Enter your Google Sheet URL that contains your client data.
• Ensure your sheet includes the mandatory fields: Name, Email ID, and Mobile Number.

Map Your Google Sheet Columns

After entering your Google Sheet URL and clicking Configure, the Column Mapping window will appear.

Here, you’ll match your Google Sheet columns to the corresponding IntoAEC fields to ensure data imports correctly.

How to Map Columns

• Review the list of IntoAEC Columns (for example, Client Name, Email, Mobile, etc.).
• From the Mapped Column dropdown beside each field, select the matching column name from your Google Sheet.
• Fields marked with a red asterisk (*) — Client Name, Client Email, and Client Mobile — are mandatory.
• Once mapping is complete, click Save to finalize the setup.

Note: Your Google Sheet will sync automatically after saving. There’s no need to paste the URL again — doing so may create duplicate entries.

Pro Tips

1. Keep your Google Sheet neatly structured with consistent column names to make mapping smooth and error-free.
2. Always ensure your Google account is configured before syncing to avoid connection interruptions.