Connecting LeadConnector with SheetSyncers using Google Sheets.
Rahul Batra
Last Update vor 4 Monaten
1. On SheetSyncers dashboard, click on settings
2. Click on Integrations on the settings page
3. Click on LeadConnector
4. Click on Connect on LeadConnector
5. See the Details of the app SheetSyncers
6. Click on Next
7. Select your Sub-Account
8. You would land back to your integration dashboard, with your account connected
9. Now similarly, connect to Google sheets as well
10. When both google sheet and your platform (leadconnector is connected), Click on Add Integrtaion button
11. Now: Select Google Sheet as your Destination platform
12. Click on Select Google Sheet for selecting your spreadsheet using google picker
13. Select your preferred Google Sheet using Picker
14. Then Click on Select button, make sure you have edit access to that sheet
15. Confirm the sheet selected
16. Click on Next
17. Select the source platform in this case LeadConnector
18. Click on Next
19. Give the integration a name that you want
20. Click on Next
21. Here you would be redirect to the sheet template page
22. Select the object that you want to import your data from
23. See the fields selected and add fields acc to your needs
24. Click on Add fields
25. Check or uncheck to fields acc to your needs.
26. Then click on Save
27. Add Filters acc to your data needs
28. Select the filters (optional)
29. Add Sort (Optional)
30. Select your preferred sort field
31. Select field from dropdown
32. Add the data limit to the template
33. Give the import name, This would be used in creating tab on sheet , Then Click on Import
34. A Tab is created using the import name, click on that
35. The Data is imported successfully
36. You can also add schedule to run this import automatically
37. Select the to run this template
38. Go back
38. Template is created
39.Go to page Activity Log
40.This shows an import is created
