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Sync with Google Sheets

Your CRM exports a pipeline report to Google Sheets every night, but the analysis — AI columns, review, dashboards — lives in Quanty. In this recipe you set up an import sync that pulls new rows on a schedule, deduplicates them by a key column, and optionally runs AI columns on everything that arrives.

What you need: a Google spreadsheet you can share, and a Quanty sheet to receive the rows.

Step 1 — Open the Google Sheets hub

Go to Integrations and open Google Sheets (or navigate to the Google Sheets hub directly). Quanty accesses Google spreadsheets through a service account — no personal Google login is required for syncs.

Step 2 — Create the sync

Click + New sync. The two-step modal walks you through:

  1. Direction — choose Import · Google → Quanty. (The other direction, Export · Quanty → Google, writes a snapshot of your Quanty sheet to a Google spreadsheet.)
  2. Spreadsheet — paste the Google sheet's URL or bare id.
  3. Share access — share the Google spreadsheet with the service account address shown in the modal, then click Check access. Quanty inspects the file and shows its title, tabs, headers and a few sample rows.

Step 3 — Map columns and pick a key

  • Choose the tab to read and confirm the header row.
  • Map each Google header to a Quanty column.
  • Set the Key column — it dedupes re-imported rows, so running the sync twice doesn't duplicate your data. A CRM deal id or email address works well.

Step 4 — Choose a schedule and row behavior

  • Schedule — Manual, Every 15 min, Hourly or Daily.
  • Run AI columns automatically on imported rows — enable if you want extraction to start as soon as rows land.
  • Require approval before imported rows are visible — enable for a human gate; held rows wait in the approval queue.

Step 5 — Preview, then run

In the sync editor, click Preview for a dry run — it shows exactly what would be imported, with zero writes. When it looks right, click Run now.

Imported rows appear in the grid marked via ⚡ with the sync's name, so you can always tell which rows arrived through an integration.

Step 6 — Watch activity and undo when needed

The Sync activity page lists every run with counts of succeeded, failed and running. Every import run is journaled: open a run and click Undo this run to delete the rows it created. Deleting the sync stops scheduled runs but keeps history.

Where to go next