# Google Sheet **Guide to Integrating Google Sheets with Getfly CRM 6.0** ## 1. **Benefits of Integrating Google Sheets with Getfly CRM** Accelerated Data Entry: Seamlessly sync customer data from Google Sheets to Getfly CRM in just a few simple steps. Improved Cross-Team Collaboration: Centralizes data usage across departments, minimizes duplication, and boosts operational efficiency. ## 2. **Step-by-Step Integration Instructions** Note: Before starting, ensure that the Google account used to create the sheet matches the one used for integration. ### 2.1 **Step 1** Visit to create a new project. Click "Select a project" → then choose "New Project."
### 2.2 **Step 2** In the Project Name field, enter a name of your choice and click “Create.”
Once the project is successfully created, a confirmation message will appear. Then, click the notification bell icon and select "Select Project" to open the project settings screen.
### 2.3 **Step 3** Navigate to APIs & Services > Enabled APIs & Services.
Click "Enable APIs and Services."
### 2.4 **Step 4** The API Library screen will be displayed. In the search bar, type “Apps Script API” and press Enter.
### 2.5 **Step 5** When the search results appear, click on "Apps Script API."
Then click "Enable."
### 2.6 **Step 6** Once enabled, proceed by clicking “Create Credentials.”
Under Select an API, choose "Apps Script API". Select "User data" and click “Next.”
### 2.7 **Step 7** Fill in the information on the OAuth Consent Screen: App Name: Getfly CRM – Google Sheets Sync User Support Email: Select the email currently used for setup. Developer Contact Information: Enter the same email address. Click "Save and Continue."
### 2.8 **Step 8** In the Scopes section (optional), simply click “Save and Continue.”
### 2.9 Step 9 In the OAuth Client ID step: Set Application Type to "Web application" Leave the default name “Web client 1”
Click “+ Add URI” under Authorized JavaScript origins Enter:
### 2.10 Steap 10 Open a new tab and navigate to the Google Sheet you want to sync.\ Go to Extensions (Utilities) > Apps Script.
Once the Apps Script editor opens, copy the string of characters after “projects/” and before “/edit” in the URL.
Example: 1pkNskZFwwHYlBD9aFE2m3xRiLAnJOn5ya8QPcebZPzzv4ziQVUFowKha ### 2.11 Step 11 Insert the copied script ID into the following URL format: Replace your\_script\_id with the actual ID from Step 10. Example result:\ ### 2.12 Step 12 Return to the integration setup screen from Step 9. Click “+ Add URI” under Authorized redirect URIs, and paste the URL you generated in Step 11.
After adding the URI, click “Create.”
### 2.13 Step 13 In Step 5 – Your Credentials, click “Done.”
### 2.14 Step 14 Click the three-line menu icon and go to APIs & Services > OAuth Consent Screen.
### 2.15 Step Go to the "Publishing status" section under Audience:
Click "Publish App" → Confirm by clicking “Confirm.”
### 2.16 Step Click the three-line menu icon again and go to IAM & Admin > Settings.
Copy the Project Number.
### 2.17 Step 17 Return to the Apps Script editor in Google Sheets and go to Project Settings.
### 2.18 Step 18 Click “Change Project” and paste the Project Number from Step 16.
Then click “Set Project.”
A confirmation screen will appear.
### 2.19 Step Log in to the Getfly CRM system using an admin account or a user account with integration privileges. Ensure an external API integration has been configured, following this guide: Go to:\ Settings → Integrations → Other Software Integration → Connect Google Sheet
Map the corresponding fields in Getfly CRM with columns from the Google Sheet.\ For example: “Customer Name” in Getfly CRM = “Customer Name” column in the sheet. Enable the Activation switch and click Update.
Click Copy.
### 2.20 Step 20 Return to the Google Sheets Apps Script interface → click on Editor.
Open the file named code.gs
Press Ctrl + V to paste the code copied from Getfly CRM Press Ctrl + S to save the script
### 2.21 Step 21 Click on Triggers (Activate) to set up an event-based automation.
Click “Add Trigger”
On the setup screen, in the “Select event type” dropdown, choose the third option: “On change.”
Click “Save.” ### 2.22 Step 22 After saving the trigger, a prompt will appear requesting authorization: Select the Google account used for integration
Click “Advanced”
Then click “Go to Getfly CRM – Google Sheet Sync (unsafe)”
Finally, click “Allow” to authorize script execution
A confirmation message will be displayed, indicating successful authorization.
### 2.23 Step 23 Return to the Google Sheet and add a new row to test the integration.
Important Notes:\ Only new rows added to the Google Sheet will be synced with the CRM.\ Edited or deleted rows will not be updated in Getfly once they’ve been synced. For fields such as "Created by" or "Assigned to": If the Google Sheet does not contain corresponding columns, these values will not be recorded. If such columns exist, the system will capture the usernames (login names) from the Getfly CRM account. For select list data types: The values entered in Google Sheets must exactly match the predefined options in Getfly CRM. If they do not match, the system will leave the field blank. The Lead Source field will only sync if the source has already been defined in Getfly. If the source does not exist in the system, the imported data will default to an empty source field. If the Google spreadsheet contains multiple sheets, data from all sheets will be pushed to the CRM. If the spreadsheet is shared with multiple Google accounts, all of those accounts will have permission to push data to Getfly CRM. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://helpdesk.getfly.vn/web-version/integrations/google/google-sheet.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.