Google Sheets integration automatically syncs all new and updated transactions from BoldTrail BackOffice to a spreadsheet of your choice. Now your reports, charts, and transactional data are automatically consolidated without manual exports or data entry.
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!
Available fields
When mapping your BoldTrail BackOffice data to Google Sheets, you can choose from the following fields. Select only the fields you need for your reports to keep your spreadsheet organized and focused.
Property Information
Address
Full Address
Address Line 1
Address Line 2
City
State
Zip
Country
County
Property Details
Property Type
Description
SQFT (Square Footage)
Lot SQFT
Bedrooms (BR)
Bathrooms (BA)
Full Baths
Half Baths
Total Baths
Year Built
Lot Size
Land Size (Acres)
Acres
Lot Number
Property Identifiers
MLS
MLS #
MLS Number
Parcel/Tax ID
APN
Map
Zoning
Legal
Legal Description
Additional Property Fields
Builder
Builder Address
School District
Homeowner's Association
Homeowner's Association Dues
Lockbox
Yard Sign
Property Includes
Property Excludes
Public Remarks
Agent Remarks
Remarks
Transaction Core Information
Transaction Basics
Transaction Id
Transaction Number
Transaction Type
Status
Agent Status
Record Type
External ID
File Number
Log #
Escrow #
Class
Department
Template Field A
Template Field B
Template Field C
Transaction Participants
Representing Side
Representing
Sale/Lease
Property Leased
Property Sold
Financial Information
Pricing
Price
Purchase/Sale Price
Sale Price
Sale Price/SF
Offer Price
Market Price
Original Price
Net Price
Parking Price
Locker Price
Commission Details
Total Gross Commission
Sale Commission Total
Sale Commission Rate
Commission Percentage
Add Fixed Commission
Commission Amount
Amount/SF
Commission (%)
Commission Type (Lease)
Commission Type (Sale)
Sale Commission Split % - Buy Side
Sale Commission Split % - Sell Side
Sale Commission Split $ - Sell Side
Sale Commission Split $ - Buy Side
Commission Processing
Commissions Finalized At
Commissions Processed
Commission $ Receipt
Commission $ Payee
Transaction Fees
Transaction Fee $ Receipt
Transaction Fee $ Payee
Financial Tracking
Sales Volume
Amount Received
Closing Funds Received
Date Received
Received From
Monies Received From
Date Deposited
Costs & Fees
Discretionary Costs
Fixed Closing Costs
Notary Fee
Recording Fee
Escrow Fee
Title Fee
Developer Cap Fee
Paid by Title
Paid by Escrow
Deposits & Money Handling
Earnest Money
Earnest Money Amount
Earnest Money Held By
Return EMD To
EM Transfer
EM Check No.
Deposit #1
Deposit Amount
Deposit Date
Cheques Needed
Cheques Received
Financial Analysis
Total Cash Proceeds
Net Operating Income
CAP Rate
Total Encumbrances
1st Mortgage Balance
2nd Mortgage Balance
Other Liens
Description of Other Liens
Lease-Specific Financials
Rental Rate Type
Rental Rate
Escalations
Dates & Timeline
Key Dates
Closing Date
Closed Date
Closed At
Listing Date
Expiration Date
Acceptance Date
Start Date
Transaction Date
Contract Dates
Contract Agreement Date
Offer Date
Offer Expiration Date
Inspection & Other Dates
Inspection Date
Occupancy Date
Appointment Date
Appointment Time
Party Date
Party Time
Lease Dates
Lease Commencement Date
Rent Commencement Date
Lease Expiration Date
Lease Term (Months)
Additional Dates
My Date
Datetest2
Trade Date
Agent & Office Information
Seller Agent
Seller Agent - First Name
Seller Agent - Last Name
Seller Agent - Email
Seller Office
Seller Office - Name
Buyer Agent
Buyer Agent - First Name
Buyer Agent - Last Name
Buyer Agent - Email
BuyerAgent ID
BuyerAgent Name
CoBuyerAgent ID
CoBuyerAgent Name
Buyer Office
Buyer Office - Name
Listing Agent
CoListAgent ID
CoListAgent Name
General Agent Info
Agent Name
Agent Brokerage
Brokerage Address
Agent Phone
Agent Email
Agent Remarks
Additional Brokers
Additional Form Brokers
Parties & Companies
Buyers
Buyer Company
Purchaser Name
Sellers
Seller Company
Landlords & Tenants
Landlord Company
Tenant Company
Title & Escrow
Title Company
Solicitor
Owner Information
Owner
Owner - First Name
Owner - Last Name
Owner - Email
Owner - Company
Transaction Sides
Listing Side
Listing Side ID
Listing Side Type
Buying Side
Buying Side ID
Buying Side Type
Referrals & Lead Source
Referral Information
Referral Source
Referral %
Broker Referral Sent
Broker Referral Received
Lead Source
Accounting & QuickBooks
QuickBooks Integration
Sync To QBO?
Sync to QBD?
Create Quickbooks Invoice?
Accounting Fields
Disbursement (accounting only)
Disbursement Option
Title Check
Administrative & Tracking
Internal Tracking
Transaction Notes
Created By
Timezone
Team
Loop
Outstanding Docs / Notes
Test
Document Status
Terminated Release
Mortgage Received
Broker Invoices
Invoiced
Builder/Developer Specific
New Construction Fields
New Things
Builder
Builder Address
Model Name
View
Code
Type
Size
Collection
Trade
Trade Payable To
Assignment
Deal Tracking
Deal Information
Closed Deal Name
Form Deal Number
Area
Financing Type
You don't need to map every field. Start with the fields you use most often in your reports (like Address, Closing Date, Price, and Agent information) and add more as needed.
Once you set up your field mapping, changing it later may require recreating your spreadsheet formulas and charts. Take time to plan which fields you need before finalizing your setup.
Some fields are specific to certain transaction types (like lease-specific fields for rentals). These fields will be empty for transactions where they don't apply.
Common use cases
Sales Report: Map fields like Full Address, Closing Date, Price, Agent Name, Commission Amount, and Status to track sales performance.
Pipeline Tracking: Include Status, Listing Date, Closing Date, Price, and Agent Name to monitor your deals in progress.
Commission Analysis: Focus on Commission-related fields, Agent information, and Closing Date to analyze earnings.
Property Inventory: Use Property Type, Address, SQFT, Bedrooms, Bathrooms, and MLS # to maintain a current property database.
Troubleshooting
Missing data in your spreadsheet?
Verify you've mapped the fields correctly during setup
Check that the data exists in BoldTrail BackOffice for that transaction
Some fields only populate for certain transaction types
Spreadsheet not updating?
Confirm your integration is still connected in your Apinaton settings
Check that new transactions are being created in BoldTrail BackOffice