Skip to main content

Google Sheets integration

Updated over a week ago

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.

  1. Within BTBO, go to Add-ons > Google Sheets > Connect

  2. You'll be prompted to log in to API Nation

  3. After logging in, select BoldTrail BackOffice Contacts to Google Sheets Spreadsheet

  4. Click Activate on this option

  5. Select your BoldTrail BackOffice account and click Connect

  6. Then, select your Google Account to sync data to

  7. Enter a name for your spreadsheet

  8. Toggle the Sync all contacts on first run checkbox (recommended for initial backup)

  9. Click Confirm

Configuring field mapping

Before activating the sync, you can customize how your data is organized:

  1. Scroll down to the Mapping section

  2. Here you can map Google Spreadsheet columns to BoldTrail BackOffice fields

  3. Choose between:

    • Map automatically (recommended for most users)

    • Manual mapping (for custom field arrangements)

Activating the sync

  1. When you're ready with your settings, click Activate Sync

  2. The sync will begin running immediately

  3. 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!

Did this answer your question?