Google Sheets to Simpro integration
Your spreadsheet of enquiries, as Simpro leads
CRM Connector reads your Google Sheet, or an Excel or CSV file, and brings customers into Simpro and turns open or won enquiries into Simpro leads, so the office converts them to quotes in Simpro.
- Google sign in, or an Excel or CSV upload
- Simpro stays the system of record
One way, into Simpro
At a glance
Customers and leads from your sheet arrive in Simpro and stay current.
What syncs
- CustomersOne way
- LeadsOne way
How it runs
One way, into Simpro
Google Sheets sends and Simpro receives, for every record type. A change made in Simpro stays there and is never sent back into Google Sheets.
Options for Google Sheets and Simpro
- Only records from a date you pick
- Only records above an amount you pick
- Everyone, customers only or leads only
- Only contacts with a tag you pick
Record by record
What flows from Google Sheets into Simpro
Which Google Sheets field matches which Simpro field, and what each change does.
One way, from Google Sheets into Simpro
Fields- Name, or first and last nameOn every changeFirst name, last name
- CompanyOn every changeCompany
- EmailOn every changeEmail
- PhoneOn every changePhone
- Street, second line, city, state, postcode, countryOn every changeAddress lines 1 and 2, city, state, postal code, country
- TagsOnly in Google SheetsNot in Simpro
It happens in Google Sheets, then in Simpro
A new row
- Looked for in Simpro on the exact email, then on the phone for a customer without another email, and updated when found.
- Otherwise a new customer is created.
Rows with the same email
Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.
A cell changes
The same change is made to the Simpro customer on the next sync, where Simpro takes it.
A row is deleted
The customer stays in Simpro: a sync never deletes.
- A new customer arrives with a site at its address, which its leads need. A contact with a company becomes a company customer with that contact added.
FAQ
Questions about Google Sheets and Simpro?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Ask your AI assistant
Ask ChatGPT or Claude about Google Sheets and Simpro
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Google Sheets and Simpro?Start your 7 day free trial
Sign in to Google Sheets and Simpro, confirm what flows into Simpro, and watch the first sync run.