Connect a Google Sheet

Setup takes about 5 minutes and is saved as you go — you can leave and come back. You need to be the workspace Owner or an Admin.

Start

Go to Settings → Lead Capture and choose Connect a Google Sheet (or New connection → Google Sheet). The page shows how many of your connections are used and how many remain.

Step 1 — Connect Google

1. Give the connection a name, for example the campaign or form the sheet collects. Only your team sees it.
2. Choose Continue with Google and sign in with a Google account that can open the spreadsheet.
3. Google asks you to allow access to only the specific Google Drive files you use with this app. Choose Continue.

If you close Google’s page, nothing is shared and your connection name is kept.

Step 2 — Spreadsheet and tab

1. Choose Choose spreadsheet. Google’s file picker opens — pick the file. Only that file is shared with TatvaCRM.
2. Choose the Tab. If the file has several tabs, nothing is pre-selected.
3. Confirm the Row with your column names (usually 1). The page shows You’re connecting <spreadsheet> › <tab>.

Step 3 — Unique ID column

Choose the column that gives every row its own ID. TatvaCRM checks the whole tab and tells you about rows with no ID (they wait until one is filled in) or a repeated ID (only the first row with it becomes a lead). See choosing the unique ID column.

Step 4 — Map fields

TatvaCRM suggests a lead field for each column from its name, with an example value from your first data row. Change any suggestion, or choose Don’t import. A lead needs a first name or a company name.

• One name column? If its header is Name, Full name, Fullname, Customer name or Contact name, it is split at the first space: the first word goes into First name and the rest into Last name. Any other single column is saved whole in First name. If your sheet has separate first and last name columns, map each one.
• Defaults when an answer is missing: you can set a company name to use when the company cell is blank.
• Source label shown on leads (optional): a label such as “Website enquiries” that appears on every lead from this sheet.

Step 5 — Assignment

Choose who gets each new lead. See Assignment and existing rows.

Step 6 — Existing rows

By default, only rows added after you turn capture on become leads. You can choose to import the rows already in the tab instead.

Step 7 — Test

TatvaCRM reads your sheet once and checks your setup. Configuration checked means your setup can create leads. The row check shows a sample of rows and whether each has what a lead needs. A test creates no leads.

Step 8 — Turn on

1. Review the summary.
2. Choose how often to check: 5 minutes (default and shortest), 15 minutes, 30 minutes or 1 hour.
3. Choose Start capturing. You’ll see Your connection is enabled — First check scheduled.

If something goes wrong while connecting