Manage a Google Sheets connection
Pause and resume, check again, change the field mapping or assignment, change the spreadsheet or tab, reconnect, disconnect or delete a connection.
Open Settings → Lead Capture and select the connection.
| To… | Do this | What happens |
|---|---|---|
| Pause | Choose Pause | Nothing is read. Rows added while paused are picked up when you resume. Nothing is lost. |
| Resume | Choose Resume | A check runs straight away, then on your schedule. |
| Check now after a fix | Choose Check again | Runs a check straight away. |
| Change the field mapping | Open the Field mapping tab | Applies to rows read from now on. Leads already created don’t change. |
| Change who gets leads | Open the Assignment tab | Applies to leads created after you save. Existing leads keep their owner. |
| Change the checking interval | In the Source section, choose Check every | Applies from the next check. 5 minutes is the shortest interval. |
| Use a different spreadsheet or tab | Change spreadsheet or tab | You decide again what happens to the rows already there. Rows that already became leads are never imported twice. |
| Fix Google access | Reconnect Google | Checking resumes; rows added meanwhile are captured once each. |
| Stop and remove access | More → Disconnect Google | Checking stops and TatvaCRM gives up its access. Leads, mapping and assignment rules are kept. |
| Remove the connection | More → Delete | The connection is removed and its slot is freed. Leads it created are kept. |
The same button switches between Pause and Resume. Click it once and wait for the status to change — a quick second click undoes the first.
Connection slots
Each spreadsheet tab counts as one connection. Paused, disconnected and unfinished connections count too. Deleting a connection frees its slot and keeps the leads it created. The Lead Capture page shows how many are used and remaining.
Removing access from Google’s side
You can also remove TatvaCRM’s access at any time from your Google Account’s Third-party apps & services page. The connection then shows Needs attention until you reconnect.