NOVA Widget
Uploading to Google Spreadsheet
Sometimes there is a need to upload data from Kommo to Google Spreadsheet in order to use them. For example, employees who do not use Kommo. Very often this works in the production department when the sales department is selling and you need to upload information about orders to a Google spreadsheet or some other source where the production department could get this data and work with this data in the future, for example, to start producing a product or service.
For such purposes, we have developed a widget for uploading lead data to Google Spreadsheet. The widget works as a trigger. You can configure the unloading of certain fields. You can configure the upload at a certain stage, for example, at the "Paid" stage, or upload data at different stages. It all depends on your processes.
For example. The company is engaged in the delivery of ready-made food, the courier who delivers does not use Kommo, he only has a phone. In Kommo, there is a "Ready for delivery" stage, where the production department transfers orders for which delivery needs to be made. At this stage, the delivery data is uploaded to the Google Spreadsheet. When the courier comes to work, he opens a Google spreadsheet from his phone and sees where and at what time he needs to make a delivery. After delivery, he can mark the addresses to which he has already delivered, so that he always has up-to-date information about deliveries.
The company is engaged in tailoring to order, the production department does not use Kommo. The sales department, after receiving the prepayment, transfers the lead to the "Put into production" stage. At this stage, a widget is configured that uploads lead data, including what products need to be made, what size, color, and so on to the table. The production department starts working in the morning, opens the table and sees that he has new orders that need to be completed. After the completion of the order, the production department can mark in the Google table that the order has been completed.
For such purposes, we have developed a widget for uploading lead data to Google Spreadsheet. The widget works as a trigger. You can configure the unloading of certain fields. You can configure the upload at a certain stage, for example, at the "Paid" stage, or upload data at different stages. It all depends on your processes.
For example. The company is engaged in the delivery of ready-made food, the courier who delivers does not use Kommo, he only has a phone. In Kommo, there is a "Ready for delivery" stage, where the production department transfers orders for which delivery needs to be made. At this stage, the delivery data is uploaded to the Google Spreadsheet. When the courier comes to work, he opens a Google spreadsheet from his phone and sees where and at what time he needs to make a delivery. After delivery, he can mark the addresses to which he has already delivered, so that he always has up-to-date information about deliveries.
The company is engaged in tailoring to order, the production department does not use Kommo. The sales department, after receiving the prepayment, transfers the lead to the "Put into production" stage. At this stage, a widget is configured that uploads lead data, including what products need to be made, what size, color, and so on to the table. The production department starts working in the morning, opens the table and sees that he has new orders that need to be completed. After the completion of the order, the production department can mark in the Google table that the order has been completed.
Log in to your Google account
1.Go to the widget settings
2. Click on Log in
3. Log in to Google
2. Click on Log in
3. Log in to Google
Setting up a Trigger
1. Go to the Configure section in the appropriate pipeline.
2. Click Add Trigger.
3. In the search, find the Upload to Google Spreadsheet and add the widget.
Specify the parameters:
1. Unloading condition — under what conditions lead should be unloaded (for example, during the transition to the stage).
2.Select a file — select the document to which the upload will take place.
3. Fields to upload — select the fields that will be transferred to the table.
⚠ It is important to add fields in the same order as the columns in the table.
👉 Recommendation: upload data to a blank sheet without filters, and use the importrange function on another sheet to work. This will prevent crashes.
2. Click Add Trigger.
3. In the search, find the Upload to Google Spreadsheet and add the widget.
Specify the parameters:
1. Unloading condition — under what conditions lead should be unloaded (for example, during the transition to the stage).
2.Select a file — select the document to which the upload will take place.
3. Fields to upload — select the fields that will be transferred to the table.
⚠ It is important to add fields in the same order as the columns in the table.
👉 Recommendation: upload data to a blank sheet without filters, and use the importrange function on another sheet to work. This will prevent crashes.
Actions with rows when uploading again:
- update rows
- upload to a new row
How to create a spreadsheet for uploading
In the first row of the table, specify the column headers.
Header format: Entity + field name (for example, "Lead.Date of creation").
A detailed list of supported fields can be found in the help.
Header format: Entity + field name (for example, "Lead.Date of creation").
A detailed list of supported fields can be found in the help.
