In this article:
How to Prepare and Sync your Google Sheet
Google Sheet Requirements
Before you connect a Google Sheet to Crossbeam, make sure it meets these requirements:
Crossbeam does not support XLSX files (Excel format) uploaded to Google Drive.
If you see a green .XLSX label next to the file name, it will not work. Convert it to Google Sheets format first.
Your Google Sheet must have:
A unique name
Unique headers for each column
For example, do not use Website as a header for multiple columns
Required columns:
Company NameCompany URL
Optional for Account Owner Mapping:
Account Owner Email(required for account owner mapping)Account Owner Name(optional)Account Owner Phone(optional)
✍️Note
Rows with identical values in the Company Name and the Company Website columns will be flagged as duplicates and skipped.
Once you've mapped these required columns in Crossbeam, do not change them or your sync will return an error.
Google Authentication
Only one user per org can authenticate, and they must use a Google Workspace email.
To connect Google Sheets:
Click on Data from the navigation menu, select Data Sources from the dropdown
Locate the Google Sheets tile and click on it
Click Authenticate with Google
Choose an organizational Google account (not a personal Gmail)
Make sure:
That same user has access to every Google Sheet your team wants to connect
Your team admin should ideally complete the authentication to ensure consistency and ownership
💡 Having authentication trouble?
Reach out to your IT team with the following instructions:
Log into admin.google.com using an account with sufficient privileges, such as Super Admin
Navigate to:
Security>API Controls>Manage Third-Party App AccessClick
Configure New App>OAuth App Name or Client ID
In the search field, type Crossbeam and click Search
From the search results:
Hover over Crossbeam and click Select
On the next screen:
Under Select OAuth Client IDs, check the box for all listed IDs
Under Select Access Level, choose:
Trusted: Can access all Google services
Click Configure to apply the policy
✍️Note
Crossbeam only requests access to Google Drive to sync and read Sheets. Crossbeam does not gain access to any other Google Workspace services.
Add & Map Google Sheets
After authenticating:
Navigate to Data Sources
Click Add next to your Google Sheets connection
Paste the Google Sheet URL and select the sheet tab from the dropdown
Choose your Data Type:
CompaniesorPeople
Map the columns for Company Name (Required)
For Companies: map
Company NameandCompany WebsiteFor People: map
Email
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Click Add Google Sheet to complete the setup.
Optional: Map Account Owner Data
If your sheet includes account owner details, you can map those fields in Crossbeam.
To do this:
In the Data Sources list, locate your connected Google Sheet
Click the settings gear icon next to the sheet
Select Map Account Owner
Map the following fields:
Account Owner Email(required)Account Owner Name(optional)Account Owner Phone(optional)
Click Apply to save the mapping
Manage Connected Sheets
Once your sheets are connected, you can manage them from Data Sources.
On the Google Sheets row:
Click Add to a Google Sheet
Click Sync Now to manually refresh
Click the Settings gear icon to:
Adjust sync frequency
Reauthorize the connection
Remove the data source
View Connection Details
Click on the small arrow to the right of the data source name to display all of your uploaded sheets and their status.
Click the Settings gear icon to:
Check Connection
Add Field Mapping: Map Account Owner
Adjust Sharing Presets
Remove data source
Click Save when done.
Frequently Asked Questions
What are common sources for the data in these sheets?
Most often, data comes from a CRM. If your CRM isn’t supported, or you lack permission to connect it, export the data to Google Sheets and connect that instead. For ongoing sync, use tools like Zapier or Workato to automate it.
Can I 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.