Integrations

Uploading to a Google spreadsheet from Kommo

Automatically upload data from Kommo to Google Sheets based on triggers. All key data is synchronized in real time for accurate analytics.

Features

Flexible table structure customization
Synchronization in both directions with Kommo
Working with multiple sheets
Automatic data update
Using Google Formulas
Setting by triggers

Installation and setup guide

Detailed guide for working with widget "Uploading to a Google spreadsheet from Kommo"

CONTENTS

  1. Authorization in Google account
  2. Trigger setup
  3. How to format the spreadsheet for export

Authorization in Google account

  1. Go to the widget settings
  2. Click on Log in
  3. Log in to Google

Trigger setup

  1. Go to the Configure section in the appropriate pipeline.
  2. Click Add Trigger.
  3. In the search, find the Upload to Google Spreadsheet and add the widget.

Specify the parameters:

1. Unloading condition — under what conditions the lead should be unloaded (for example, during the transition to the stage).
2. Select a file — select the document to which the upload will take place.
3. Fields to upload — select the fields that will be transferred to the table.

⚠ It is important to add fields in the same order as the columns in the table.

👉 Recommendation: upload data to a blank sheet without filters, and use the importrange function on another sheet to work. This will prevent crashes.

Actions with rows when uploading again:

  • update rows
  • upload to a new row

How to format the spreadsheet for export

In the first row of the table, specify the column headers.
Header format: Entity + field name (for example, "Lead.Date of creation").
A detailed list of supported fields can be found in the help.