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 :

Select Vtiger CRM from the list of applications.
Select Service.

Vtiger 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.

Destination Settings:

Configure the destination settings to save the executed data.

Scheduler Settings:

Switch on Run automatically to execute services automatically in background.

Notification Settings:

Configure the Notification settings to setup the email templates and add attachments.

Sample Output

Google Sheet to vtiger - Post

Entity

Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.

Source Sheet

Choose the sheet that contains post records.
Enter the Start at cell value

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

Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Mapping

After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields

Click on execute will ask for confirmation
Click save to save the service

It will show number of records ready to post
Click post now to post the records on Salesforce

Sample Output

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

Google Sheet to vtiger - Sync

Select service as Synchronize vtiger.

Select the Max results required.

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and vtiger .

vtiger Wins
Google Sheet Wins

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

Select vtiger.
The latest updated data from vtiger will be updated in Google Sheets.

Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Click Execute to execute the data.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into vtiger will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.

Sample Output

The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.

Google Sheet Wins

vtiger Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into vtiger.

Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Click Execute to execute the data.
Click Save to save.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into vtiger will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.