Firmao

Google Sheets + Firmao Integration

Query from Firmao into Google Sheets or Post data from Google Sheets into Firmao or Synchronize data between Google Sheets and Firmao

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Firmao?

Firmao is an online CRM software. It is designed for small and medium-sized manufacturing, service and sales companies and implemented in companies where contact with leads or regular contractors is required. The implementation of Firmao's CRM is easy and quick.

Firmao to Google Sheets: Use Case(s)

> Pull data from Firmao entity and store it into a google sheet - Query

> Post data from Google Sheets into Firmao - Post

> Synchronize data between Google Sheets and Firmao - Synchronize

Firmao

Sheet Director

Google Sheet

Setting Up Firmao in Sheet Director

Choose App and Service : 

Firmao Configuration 

Where to find the Fiamao API key?

Firmao to Google Sheet Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Firmao to Google Sheet - Post


(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the counts of number of records posted successfully and failed to post.


Synchronize

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheet with data in Firmao.

Conflict Resolution: 

Firmao Wins: Latest data from Firmao will be updated into Google Sheet.

Sheet Wins: Latest data from Google Sheet will be updated into Firmao.

Note: The major requirement in synchronization is to synchronize keys. If any of the keys is not having a value in the Google Sheet, then Sheet Director will create it first and then the service will be executed.

Firmao Wins

Sample Output

Google Sheet Wins

Sample Output