Can one tab hold more than one record type?

Yes. A jobs log with the customer and the invoice on every row makes both a contact and an invoice, linked to each other. In the setup you choose which tab each record type comes from.

Is there a template to start from?

Yes, and it is the recommended way. After you choose what to sync, CRM Connector makes a new sheet in your Google Drive for the system it goes into: one tab per record type and a column for every field that system takes, the required ones in blue, each with a note. Fill it in now or later; nothing has to be matched. It also downloads as an Excel file to fill in and upload.

Do I have to match columns with a sheet of my own?

Only where we cannot be sure. Columns are recognised from the header and from the values: emails, phone numbers, dates, amounts and statuses by what is in them. A match we are sure of says Matched, a guess says Check, and you look at guesses before you continue. A sheet whose columns are already ours skips the matching.

What if my amounts or dates are typed as text?

They are read either way: "€ 1.234,50" is an amount, and dates are read whether they are real dates or typed day first or month first.

Can CRM Connector see the rest of my Google Drive?

No. It can open only the files you pick in Google's file picker and the sheet it makes for you from the template, and it sees your email address to name the connection. Disconnecting removes the access at Google as well.

My file is a CSV or Excel file in Google Drive. Can I pick it?

The picker shows Google Sheets only. Open the file in Google Sheets and choose File, Save as Google Sheets, then pick the new sheet. Or choose Excel or CSV file as the source and upload it.

Does a change in QuickBooks or HubSpot come back into my sheet?

No. The sheet is the starting point and nothing is written into it.

Google Sheets integrations

Your spreadsheet, synced into the systems you run on

CRM Connector reads your Google Sheet, or an Excel or CSV file, works out what each tab holds and matches every column to the right field of the system it goes into. Customers, invoices, quotes, deals and jobs arrive there, and a row you edit follows on the next sync. Nobody types the same customer twice or imports a file by hand.

Connects with a Google sign in, or an Excel or CSV upload
Set up in five guided steps
7 day free trial

Sends into 19 systems

How it works

From rows in a sheet to records in your books

Start from a template made for the system it goes into, or keep the sheet you already have. CRM Connector reads it, matches it and keeps every change in step.

1Choose what to syncContacts, invoices, quotes, deals, jobs or appointments.
2Our template, or your sheetMade in your Drive for the system it goes into, or the sheet you keep.
3Fields find their columnsOur template matches by itself; your own sheet on one screen.
4Check the resultRows that share a number become one record.
5Every change followsEdit a row and the record updates on the next sync.

Syncing Contacts Invoices

Invoices 2026

1	Customer	Email	Invoice	Item	Amount	Status
2	Olivia Bennett	olivia@bennett.co	1041	Roof repair	1,250.00	Paid
3	Olivia Bennett	olivia@bennett.co	1041	Gutter clean	180.00	Paid
4	Noah Clarke	noah@clarke.io	1042	Inspection	95.00	Open
5
6
7
8

Invoices

The check

ContactOlivia Bennettolivia@bennett.co

Ready

Invoice 1041Olivia BennettRoof repair 1,250.00Gutter clean 180.00Total 1,430.00

Paid

Invoice 1042Noah ClarkeInspection 95.00Total 95.00

Sent

Records appear here once every field has its column.

What syncs

What Google Sheets keeps in step

From your sheet, one way

Contacts

Into your CRM, your accounting software, your field service app or your online store.
One full name column is split into first and last name; company, email, phone and the address travel too. Lead source and tags travel where the system you sync into takes them.
Rows that share an email become one contact, so a customer listed on several rows is created once.

Invoices and quotes

Into your accounting software or your CRM, with their line items and the same total.
Lines can be one per row, a set of columns per line, or a tab of their own joined on the invoice number.
Statuses in your own words are mapped once, so "Paid" becomes a payment and a word you do not map stays a draft.

Deals and jobs

Deals into your CRM's pipeline.
Jobs into your field service app as work orders with their materials, or as projects at the address where the work happens.
Open or won enquiries into your job management software as leads.

Appointments

Into your calendar or your field service schedule, with a start and an end or a duration in hours.

Works with

Pair Google Sheets with any of these

Pick the second system in the setup wizard. Each tile lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the pairing.

QuickBooks OnlineContacts, Invoices, QuotesOne way into QuickBooks OnlineCustomers, invoices with their lines and estimates from your sheet land in QuickBooks Online, paid ones with a linked payment.About QuickBooks Online How it syncs

XeroContacts, Invoices, QuotesOne way into XeroContacts, invoices with their lines and quotes from your sheet land in Xero, paid ones with a payment.About Xero How it syncs

HubSpotContacts, Deals, Invoices, QuotesOne way into HubSpotContacts, deals, invoices and draft quotes from your sheet land in HubSpot, and a won row moves its deal to won.About HubSpot How it syncs

HighLevelContacts, Opportunities, AppointmentsOne way into HighLevelContacts, opportunities and appointments from your sheet land in HighLevel, ready for your workflows.About HighLevel How it syncs

SquareContactsOne way into SquareCustomers from your sheet land in Square, matched on email and phone.About Square How it syncs

StripeContactsOne way into StripeCustomers from your sheet land in Stripe, matched on email so nobody is two customers.About Stripe How it syncs

Housecall ProContactsOne way into Housecall ProCustomers from your sheet land in Housecall Pro, matched on email and phone.About Housecall Pro How it syncs

ServiceM8Contacts, Jobs, Schedule bookingsOne way into ServiceM8Clients, jobs with their materials and schedule bookings from your sheet land in ServiceM8.About ServiceM8 How it syncs

CompanyCamContacts, Jobs as projectsOne way into CompanyCamCustomers and jobs from your sheet land in CompanyCam, each job a project at its own address.About CompanyCam How it syncs

PipedriveContacts, DealsOne way into PipedrivePersons and deals from your sheet land in Pipedrive, and won or lost follows.About Pipedrive How it syncs

FreshBooksContacts, Invoices, QuotesOne way into FreshBooksClients, invoices with their lines and estimates from your sheet land in FreshBooks, paid ones with a payment.About FreshBooks How it syncs

SalesforceContacts, OpportunitiesOne way into SalesforceContacts and opportunities from your sheet land in Salesforce, and won or lost follows.About Salesforce How it syncs

Zoho CRMContacts, DealsOne way into Zoho CRMContacts and deals from your sheet land in Zoho CRM, and won or lost follows.About Zoho CRM How it syncs

Zoho BooksContacts, Invoices, QuotesOne way into Zoho BooksCustomers, invoices with their lines and estimates from your sheet land in Zoho Books, paid ones with a payment.About Zoho Books How it syncs

FreeAgentContacts, Invoices, QuotesOne way into FreeAgentContacts, invoices and estimates from your sheet land in FreeAgent, with the tax as one line so the total matches.About FreeAgent How it syncs

ActiveCampaignContacts, DealsOne way into ActiveCampaignContacts and deals from your sheet land in ActiveCampaign, without a list until you add them to one.About ActiveCampaign How it syncs

KeapContacts, OpportunitiesOne way into KeapContacts from your sheet land in Keap, and opportunities too on Keap Max Classic.About Keap How it syncs

WooCommerceContactsOne way into WooCommerceCustomers from your sheet land in your WooCommerce store as customer accounts, matched on email.About WooCommerce How it syncs

SimproContacts, Enquiries as leadsOne way into SimproCustomers and open or won enquiries from your sheet land in Simpro, as leads on the customer's site.About Simpro How it syncs

Connecting

How Google Sheets connects

Google sign in, or an Excel or CSV upload

OAuth

1Sign in to CRM Connector and choose Google Sheets, then sign in with Google. For an Excel or CSV file there is nothing to sign in to.
2Choose what to sync: customers, invoices, quotes, deals, jobs or appointments.
3Recommended: let CRM Connector make the sheet from our template, in your own Google Drive, with a tab per record type and a column for every field the other system takes. Nothing has to be matched.
4Or pick a spreadsheet you already keep in Google's own file picker, or upload your .xlsx or .csv file. CRM Connector can open only the file you pick or the sheet it made for you, never the rest of your Drive.
5Only for a sheet of your own: match its columns to the fields of the other system on one screen. Every match we find is filled in already.
6Start: every run reads what is in the sheet.

What you need

A CRM Connector account. Connecting happens inside the app.
A Google account with access to the spreadsheet, or an Excel (.xlsx) or CSV file of up to 10 MB.
A header row on every tab you want to sync.

You approve access on Google Sheets's own sign in page. Your Google Sheets password never reaches CRM Connector.

Good to know

How Google Sheets behaves

What is true for Google Sheets whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.

One way, out of the sheet
- Records travel from the sheet into the other system, never back.
- Nothing is ever written into your sheet, so your formulas, colours and notes stay as they are.
Every tab is read on every sync
- A sheet keeps no dates of change, so the tabs you set up are read whole on each run.
- Each row is compared with what was last written, and an unchanged row is skipped, so the other system is only touched for a real change.
A key column recognises each row
- You pick how a row is recognised again: an email for a contact, a number for an invoice or a quote.
- That is what makes an edited row update its record instead of making a new one.
- Once an integration has synced, the file and each tab's key stay as they are; to change either, make a new integration.
Columns are found by their header
- Moving or inserting a column changes nothing.
- A renamed or removed column stops only what it carried, and the run says which column is gone.
- Headers in English, Dutch, German, French and Spanish are recognised.
Deleting a row deletes nothing
A row that disappears from the sheet leaves its record in the other system alone.
Up to 20 tabs, 200 columns and 50,000 rows
Per file, 5 million cells in all, and an uploaded file is at most 10 MB. A formula in an uploaded file needs its result saved, so open and save it in Excel first. A title row or an export line above the header is skipped by itself.
An uploaded file is a snapshot
- An Excel or CSV file syncs as it was when you uploaded it.
- Upload a new version on the integration to sync changes. It is checked against your setup first and only used once you save it, so a run never reads a file nobody looked at.
Not into Jobber
Jobber takes records from a fixed list of systems only, so a sheet does not pair with Jobber.

FAQ

Questions about Google Sheets?

Answers about Google Sheets itself. Duplicates, deletions, a dropped connection, how often a sync can run and custom fields are explained once, for every system, on How syncing works.

How syncing works Still not sure? Contact us

Get started

Ready to connect Google Sheets?Start your 7 day free trial

Pick your sheet or upload a file, sign in to the system it goes into, check the matched columns, and watch the first sync run.

Every systemWhat syncs with what, per system, in plain words.Plans and billingFour plans from $29.99, billed monthly or yearly through Stripe.