Google Sheets integration

• Imports rows from a Google Sheet you choose into your Squarebox customers.
• Maps your sheet’s columns to Squarebox fields, including your custom fields.
• Syncs on demand, or automatically once a day, so new rows keep arriving.
• Keeps a log of every sync — success, partial or failed — so you can see what came in.

It brings data into Squarebox. It doesn’t write conversations or customer records back to your sheet.

1. 01In Squarebox, go to Settings → Integrations and turn on Google Sheets.
2. 02Click View Integration, sign in to Google and allow Squarebox to access your sheet.
3. 03Choose the sheet and the tab you want to sync.
4. 04Use Map Columns to match your columns to Squarebox fields.
5. 05Choose Manual sync (you trigger it) or Automatic sync (it runs once a day).
6. 06Check Sync Logs after the first run, and whenever something looks missing.

• A lead sheet from a form, a portal export or a partner, so new rows become customers you can message and assign.
• A registration list for an event, a batch or a camp, so everyone on it can get the same campaign.
• Keeping Squarebox current as the sheet changes, without re-importing.