Vtiger to Google Sheets: Query from Vtiger CRM into Google Sheets
What is Sheet Director?
Sheet Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. Please check 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
Setting Up Vtiger CRM in Sheet Director
Choose App and Service :
Select Vtiger CRM from the list of applications.
Vtiger CRM Configuration
Enter your API key in key text box.
Enter your domain name in domain name text box.
Click on connect to Vtiger CRM to connect to Vtiger CRM so that you can pull data.
Where to find Vtiger API key?
Log into your Vtiger CRM account.
From the top right of your main Vtiger CRM dashboard page, click on your name/icon, then click on My Preferences.
You can see your Access Key in User Information section that is your API key.
Where to find domain name?
Login to Vtiger CRM account.
Search in URL of the Vtiger CRM. In right side you can see domain name as highlighted.
In right side you can see domain name inside rectangle.Take only 'XXXX.odX' as your domain name.
Vtiger CRM to Google Sheet - Query
If Vtiger CRM is connected successfully the following screen appears.
Select the required fields.
Select the required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.
Switch on Run automatically to execute services automatically in background.
Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.
Click on execute to pull the data into sheet.
Click save to save the service.