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Sync with Google Sheets

Your CRM or a partner exports a report to a Google spreadsheet every night, but the analysis (AI columns, review, dashboards) lives in Quanty. In this recipe you set up an import that pulls new rows on a schedule, skips the ones already imported thanks to a key column, and can run AI columns on everything that arrives.

What you need: a Google spreadsheet you can share, a Quanty table to receive the rows, and member or admin rights.

Step 1: Share the spreadsheet with Quanty

Open Google Sheets from the Integrations page. Under Service account, copy the address: "Share your Google spreadsheet with this address". In Google Sheets, click Share and add that address, the way you would share the file with a colleague. Quanty reads the file with this account, not with your Google login.

Step 2: Create the sync

Click + New sync, then in New Google Sheets sync:

  1. Name: for example Pipeline report.
  2. Direction: Import · Google → Quanty.
  3. Google spreadsheet: paste its address and click Check access. "Spreadsheet reachable" lists its tabs, headers and rows.
  4. Key column: a column that identifies a row, such as the deal id or an e-mail address. Re-imported rows with the same key are skipped.
  5. Click Next: map columns.

Step 3: Map the columns

In Connect to Quanty sheet:

  1. Pick the Destination Quanty sheet and its page.
  2. Map each Google header to a column of the table. Unmapped headers are skipped.
  3. Choose the Schedule: Manual, Every 15 min, Hourly or Daily.
  4. Optional: Run AI columns automatically on imported rows ("uses credits per row") and Require approval before imported rows are visible to others.
  5. Click Activate sync (or Save as paused to try it first).

Step 4: Preview, then run

In the sync's ⋯, click Preview · dry run: "Preview runs the sync without writing anything: counts, samples and access checks only." It shows Rows scanned, Would import, Skip · existing and Skip · over cap. When it looks right, click Run now.

Imported rows show a small lightning mark with the sync's name in the grid. With approval on, they wait as Awaiting approval until someone clicks Accept or Discard.

500 rows per run

An import brings at most 500 rows per run; the rest come with the next runs. An import only adds rows: it never changes rows already in Quanty.

Step 5: Watch the activity and undo

View activity opens Sync activity: every run with its status and result. Open an import run and click Undo this run to remove the rows it added. Deleting a sync stops it; its past runs stay in the activity log.

Where to go next