How to Connect and Import Google Sheet

With BotSailor’s Google Sheets Integration, you can easily fetch data, manage contacts, or automate workflows by connecting your Google Sheets directly into the platform.This seamless integration helps you streamline data management across all your marketing and automation campaigns.

 Why Integrate Google Sheets with BotSailor?

• Real-time data synchronization between your chatbot and your database.
• No manual uploads keep your contacts, product lists, service records automatically updated.
• Personalized messaging by pulling specific user data dynamically during conversations.
• Centralized CRM management through Sheets.
• Easy campaign management broadcasts personalized messages, sets triggers, and automates journeys.

Simply put, Google Sheet integration unlocks unlimited dynamic automation for your business with zero hassle!

Checklist

✅ Make sure your Google account is active and verified.

✅ Use clean headers in your Sheets (no spaces or symbols).

✅ Ensure your Sheets have the correct access permissions (shared with BotSailor App automatically when you integrate).

Step 1: Connect Your Google Account

• Login to your BotSailor Dashboard.
• Navigate to Settings → Google Sheets Integration.
• Click on Sign in with Google.
• Select the Google account which you want to connect.
• Allow all requested permissions to authorize BotSailor access.

Once connected, you’ll be able to create new Sheets or import existing Sheets into BotSailor directly.

Step 2: Create a New Sheet from BotSailor 

If you prefer to create a fresh Google Sheet inside BotSailor:

• Click Create New Sheet.
• Select the connected Google account.
• Enter the Sheet Title (e.g., Customer_Leads_April2025).
• Add your desired Column Headers:
• Example: User_ID, User_name etc.
• Click Save.
  
  
  

Note:
Column headers must contain only alphanumeric characters (A–Z, 0–9). Avoid spaces or special characters.

Step 3: Import an Existing Google Sheet

If you already have a Google Sheet prepared:

• Click Add Existing Sheet.
• Select the Google account you already connected.
• Provide the Sheet ID:
• Find the Sheet ID from your Google Sheets URL.
  Example: In https://docs.google.com/spreadsheets/d/1AbcXYZ12345/ edit, the ID is 1AbcXYZ12345.
• Confirm and import.
  
  
  

The imported Sheet will now be visible inside BotSailor’s Google Sheets list.

Step 4: Manage and Use Your Sheets

Once your Sheets are connected, you can:

• View and Edit Data: Click on "View" next to any sheet to manage its data entries.
• Import Contacts: Use the Sheet to import WhatsApp subscribers or email lists into BotSailor.
• Fetch Data for Bot Flows: Set up automation to pull data dynamically from Sheets into your chatbot replies.
• Use with Webhook Workflows: Auto-trigger WhatsApp messages, broadcasts, or CRM updates based on Sheet entries.
  
  

Everything stays synced automatically — no manual upload needed!

Key Benefits of Connecting Google Sheets to BotSailor

• Automate lead capture and contact syncing.
• Fetch live data into bot conversations dynamically.
• Power up broadcasts with dynamic personalization.
• Manage product or service databases effortlessly.
  
  

FAQs

Do I need a verified Google account to use this integration?

Yes.You must use an active and verified Google account to connect with BotSailor and allow proper access to manage your Sheets.

What permissions does BotSailor require from my Google account?

BotSailor requests permission to:
-View, create, and edit your spreadsheets.
-Access the Google Sheets you select for integration.
-No other Google account data (like Gmail or Drive files) is accessed beyond authorized Sheets.

Can I create a new Google Sheet directly from BotSailor?

Yes.After connecting your Google account, you can create a new Google Sheet inside BotSailor by:
-Giving it a title.
-Adding alphanumeric column headers (no spaces or special characters).
-This helps you quickly organize your incoming contact or campaign data.

What format should my Google Sheet column headers follow?

Your Sheet headers must:
-Contain only alphanumeric characters (A–Z, 0–9).
-Avoid using spaces, symbols like @, #, %, etc.
-Example of good headers: User_ID, UserName, PhoneNumber

How do I find the Sheet ID for importing an existing Google Sheet?

The Sheet ID is part of your Google Sheets URL.
Example: In https://docs.google.com/spreadsheets/d/1AbcXYZ12345/edit,
the Sheet ID is 1AbcXYZ12345.

You simply paste that ID into BotSailor while adding an existing sheet.

What actions can I take after connecting Google Sheets?

Once your Sheets are imported into BotSailor, you can:
-View and edit sheet data.
-Import WhatsApp subscribers or email lists from the sheet.
-Fetch real-time data into chatbot conversations.
-Trigger automatic WhatsApp broadcasts, CRM updates, or notifications based on Sheet changes.
 

Does BotSailor keep Google Sheets updated automatically?

Yes. Once connected, BotSailor automatically syncs with your Sheets — no manual uploads are required after initial setup.

Can I use multiple Google Sheets inside BotSailor?

Absolutely. You can connect and manage multiple Google Sheets for different campaigns, chatbot flows, contact imports, or workflows.