Google Sheets
NativeExport your EmacronAI CRM contacts and leads directly to Google Sheets, or import a sheet of contacts into EmacronAI CRM. Uses Google OAuth2 โ no API keys or service accounts required.
Setup
- 1
Connect your Google account
Go to Settings โ Google Sheets โ click "Connect Google Account". You'll be redirected to Google to authorize EmacronAI CRM to access your Sheets.
Open Google Sheets settings โ - 2
Select or create a spreadsheet
After connecting, choose an existing Google Sheet or create a new one. EmacronAI CRM will write to the first sheet (tab) by default.
- 3
Configure sync direction
Choose Export (OA โ Sheets), Import (Sheets โ OA), or both. Set up a sync schedule or trigger manual syncs from the settings page.
Sync modes
| Mode | Direction | Use case |
|---|---|---|
| Export | EmacronAI CRM โ Sheets | Backup contacts, share data with team, create reports |
| Import | Sheets โ EmacronAI CRM | Bulk upload leads from a spreadsheet, migrate from another CRM |
Export includes: Name, Email, Phone, Company, Status, Tags, Created date. Import maps columns by header name.
Troubleshooting
"Permission denied" on the spreadsheet
Make sure the Google account you connected is the owner of the spreadsheet, or has Editor access.
Google account disconnected after some time
Google OAuth tokens expire if unused for 6 months. Reconnect by clicking "Connect Google Account" again in Settings โ Google Sheets.
Import fails with "column not found"
EmacronAI CRM maps columns by header name. Make sure row 1 of your sheet has headers: Name, Email, Phone (minimum required).