Spreadsheet Sync
Import closed sales and leads from Google Sheets
Connect spreadsheets via Google Drive Picker with least-privilege security and automate sales ingestion without daily CSV uploads.
What this integration connects
Direct reads from Google Sheets tabs with restricted file-level permissions.
- ✓Access via official Google Drive Picker under least-privilege drive.file scope
- ✓Specific sheet tab selection
- ✓Visual column mapping matching sheet headers to funnel stages
- ✓Automated recurring sync with incremental watermark controls
What you see in Ollie
Manual spreadsheets transformed into automated data pipelines.
Synchronized leads and sales
New rows entered in the spreadsheet flow automatically into matching customer funnel stages.
Visual column assignment
Easily match email, phone, transaction amount, and dates without formulas.
Protection against accidental wipes
Drop-detection canary alerts and pauses sync if a sheet is cleared or loses over half its rows.
Zero manual CSV uploads
Your team keeps working on their familiar sheet while Ollie reads new transactions automatically.
How to connect in 3 simple steps
No complex engineering required. Authorize and map your data within minutes.
Select sheet via Google Picker
Launch the official Google prompt and choose the specific spreadsheet file containing your data.
Pick tab and verify header row
Select the desired tab and ensure row 1 contains distinct column headers.
Map columns in Ollie
Assign identity fields (email/phone), sale dates, and monetary values to Ollie destination fields.
Honest limits: what this integration does NOT do
Full privacy and strict boundary enforcement for your Drive.
- Access via official Google Drive Picker under least-privilege drive.file scope
- Synchronized incrementally and safely into your Ollie tenant.
- Specific sheet tab selection
- Synchronized incrementally and safely into your Ollie tenant.
- Visual column mapping matching sheet headers to funnel stages
- Synchronized incrementally and safely into your Ollie tenant.
- Automated recurring sync with incremental watermark controls
- Synchronized incrementally and safely into your Ollie tenant.
- Restricted strictly to the selected file
- We use the drive.file scope. Ollie cannot inspect or view any other documents in your Google Drive.
- Row 1 must contain column names
- The connector relies on the top row containing clear column headers to parse values properly.
- Does not alter your original sheet
- The connection is strictly read-only. We never edit values, update formulas, or add cells to your sheet.
- Manually pasted file IDs are rejected
- Due to Google security policies, authorization must originate from the interactive Picker dialog.
Frequently asked questions
Direct answers to operator questions regarding permissions, security, and data handling.
Does Ollie have access to my entire Google Drive?
No. The drive.file permission only grants access to files explicitly chosen through the interactive Google Picker.
How does Ollie recognize new rows?
Ollie tracks an incremental watermark using the timestamp or row indices to fetch only new entries.
What happens if someone accidentally clears the spreadsheet?
Our drop-detection canary halts the sync if row counts collapse, preserving existing data until manual confirmation.
Automate sales tracking from your spreadsheets
Eliminate daily CSV exports and connect spreadsheet revenue directly to campaigns.