Got a sheet ton of data but nowhere to map it? Hold our kombucha.
Introducing: Google Sheets as a Data Source. Now you can easily map, manage, and dynamically update all of your account data from Google Sheets, right within Crossbeam.
Google Sheets are a goldilocks data source for companies that aren't quite ready to connect their CRM, but are sick of maintaining stale CSVs in Crossbeam. Getting started is super easy and only requires a few steps. Let's get into it!
Rather watch a video? Here's a 3 minute overview for Google Sheets authentication:
Getting Started: Google Authentication
Please keep in mind, only one user can authenticate with Google Sheets within a single org. This means that any Sheet you wish to bring into Crossbeam must be shared (in the Google Sheet) with the user that authenticated with Google Sheets in your Crossbeam account.
We suggest connecting as a team, and deputizing your Crossbeam account admin as your google authenticator to maintain clear ownership and accountability.
Okay, let's dive in:
First, log in to Crossbeam and navigate to your company's logo in the top right corner. Next, click Data Sources.
2. From there, you'll see Google Sheets ready to be added as a Data Source.
3. Next, someone from your team (only one member) will authenticate your Google account with Crossbeam. Important reminder, any Google Sheets that you'd like to bring into Crossbeam must be shared with your account's authenticator.
4. Select which google account you want to authenticate, and then click "Allow" to start the authentication process.
4. Upon authenticating your Crossbeam account with Google, you'll be ready to start syncing your sheets. (This is super quick!)
Prepare your Google Sheets for Syncing with Crossbeam
To ensure your Google Sheet syncs properly, please title your Google Sheet with a unique name and include at a minimum:
Email, Company Name, Website URL*, Created At date, and Unique ID
*Website URL is not required for mapping columns, but can help produce better account matches in Crossbeam if included.
For your CreatedAt column, please ensure the formatting follows the below currently acceptable structure:
GSheet CreatedAt Format Example
2. Next, copy your unique Google Sheet URL and add it to Crossbeam within the "Google Sheet URL" section:
3. Next you will start mapping relevant Google Sheet columns in Crossbeam:
You can map by company or people type using the following fields:
Company: Company Name, Website*, Created At Time and Unique ID
People: Email, Created At Time, and Unique ID
Company Mapping Preview
People Mapping Preview
4. The last step is to map your Unique ID column. Adding a unique ID column allows Crossbeam to update existing records while preserving the associated Crossbeam data for those records. This is a required state to sync Google Sheets with Crossbeam.
That's it! Now your Google Sheet is synced and ready for next steps: population building, account mapping, reporting and more.
Viewing Google Sheets in Crossbeam
Once you have your google sheets in the system, you can use the toggle icon to view your sheets in a list
Set Sync Frequency
And if you need to, delete a sheet as a Data Source
Have questions? We have (some answer):
What are the best practices to prepare data for your google sheet where Crossbeam replicates the file? Google sheets need two additional columns outside of the columns required for matching to operate at its best: Created at date column (this helps us send notifications to your partners when things overlap) and Unique ID column. This allows us to support updating items in your sheet and maintain things like threads with partners. Unique IDs allow us to make Google sheets work more like a CRM than a CSV
What are the typical / example upstream data sources that can create a Google Sheet for your Crossbeam data replication? The best example is data from a CRM! Do we support your CRM? Do you not have permission to connect to your production CRM? Export your data, import it into a Google Sheet, and you're ready to go. Even better, set up an automated workflow (Zapier, Workato) to add any new accounts into a google sheet to keep your CRM and Google Sheets in sync.
Will you be able to collaborate with partners using google sheets? Sure! Any columns that are outside of the columns you're collaborating with your partner on, will be pulled into Crossbeam and viewable in reports (and shareable) as "Account information".
How do you authenticate with Google Sheets from Crossbeam? We authenticate with your google account so we can view your sheets. Any sheet you want to include in Crossbeam must have a unique name and be shared with the person that authenticated Google in Crossbeam.
What if I'm having trouble authenticating with Google? For special circumstances where you need assistance with your Google Authentication, please reach out to your IT team with the following instructions:
Log into admin.google.com with an account with sufficient privileges such as Super Admin
Click 'Security' on the left
Click 'API Controls'
Click 'Manage Third-Party App Access'
Click 'Configure New App'
Select 'Oauth App Name or Client ID'
Enter 'Crossbeam' and click Search
Hover over 'Crossbeam' in the search results and click 'Select'
Check the box 'Oauth Client ID' to select all client ID's
Check 'Trusted: Can access all Google services' (please note the scopes for this app are only Google Drive, this does not grant access to all of your Google services to Crossbeam)