Google Sheets integration will automatically sync all new and updated transactions from BoldTrail BackOffice to a spreadsheet of your choice. Now your reports, charts, and transactional data are automatically consolidated.
This integration is powered by Apinaton, our trusted technology partner.
To set up your Google Sheets integration please follow the steps described in the video:
How do I back up contacts using the Google Sheets add-on?
The Google Sheets add-on allows you to back up and sync your contacts from BoldTrail BackOffice to a Google spreadsheet.
Within BTBO, go to Add-ons > Google Sheets > Connect
You'll be prompted to log in to API Nation
After logging in, select BoldTrail BackOffice Contacts to Google Sheets Spreadsheet
Click Activate on this option
Select your BoldTrail BackOffice account and click Connect
Then, select your Google Account to sync data to
Enter a name for your spreadsheet
Toggle the Sync all contacts on first run checkbox (recommended for initial backup)
Click Confirm
Configuring field mapping
Before activating the sync, you can customize how your data is organized:
Scroll down to the Mapping section
Here you can map Google Spreadsheet columns to BoldTrail BackOffice fields
Choose between:
Map automatically (recommended for most users)
Manual mapping (for custom field arrangements)
Activating the sync
When you're ready with your settings, click Activate Sync
The sync will begin running immediately
Your contacts will automatically sync every 10 minutes
Your contact data is now backed up to Google Sheets and will stay up-to-date automatically!