Vtiger CRM

Google Sheets + Vtiger CRM Integration

Query from Vtiger CRM into Google Sheets

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 Vtiger CRM?

Vtiger CRM breaks the walls between your Marketing, Sales, and Support teams, enabling them to do their best work from one shared view of the customer. 

Vtiger to Google Sheets: Use Case(s)

> Pull all data from Vtiger CRM objects and store it into a google sheet - Query

Vtiger CRM

Sheet Director

Google Sheet

Demo Video: How to integrate Google Sheets & Vtiger CRM?

Setting Up Vtiger CRM in Sheet Director

Choose App and Service : 

Vtiger Configuration 

Where to find Vtiger API key?

Where to find domain name?

Vtiger CRM to Google Sheet - Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to vtiger - Post


Source Sheet

(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 count of number of records posted successfully and failed to post.

Google Sheet to vtiger - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in vtiger.

Conflict Resolution: 

vtiger Wins: Latest data from vtiger will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in vtiger .

Note: The major requirement in synchronization is the 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.

vtiger Wins

Sample Output

Google Sheet Wins

Sample Output