Before you start: prepare your sheet
Updated 21 Oct 2026 · 3 min read
What your Google Sheet needs before you connect it to TatvaCRM: a header row, a unique ID column, and at least a name or company column.
A few minutes of preparation makes setup smooth and keeps your leads clean.
Checklist
- A header row. One row (usually row 1) holds your column names, such as Name, Phone, Email. The rows below it are your data.
- A unique ID column. A column whose value is different on every row and never changes.
- A name or a company. Every lead needs at least a first name or a company name. Rows missing both wait in the sheet until they’re filled in — they never become partial leads.
- The right Google account. Use a Google account that can open the spreadsheet.
Choosing the unique ID column
Good IDs:
- A form’s response or submission ID — many form tools can add one automatically
- An order, booking or reference number
- A timestamp column, if no two rows can share the same time
How TatvaCRM treats the ID:
| In the ID column… | What happens |
|---|---|
| A new value | The row becomes a lead |
| Blank | The row waits until an ID is added |
| A value already used by an earlier row | Skipped — only the first row with each ID becomes a lead |
Don't use email or phone as the ID
The same person can fill in your form twice. With email or phone as the ID, their second enquiry would be skipped as a repeat.
No ID column yet?
Add one to your sheet before you connect it. TatvaCRM never writes to your sheet, so it can’t add one for you.
Good to know
- Sorting, inserting and reordering rows or columns is fine. Rows are recognised by their ID, not their position.
- Renaming a column you mapped stops checking until you rename it back or update the mapping — nothing is lost meanwhile.
- Connecting a copy of a spreadsheet imports its rows again, because IDs are tracked per connection.
- One person, several rows: each new row creates its own lead, even if that person is already in your CRM. TatvaCRM doesn’t merge or flag these automatically.
Ready? Connect a Google Sheet.