Spreadsheet Synchronization
Keep spreadsheets in sync with your live systems.
The problem
Spreadsheets drift out of date because someone has to update them by hand.
The repetitive task it eliminates
Manually exporting, importing, and updating spreadsheet records.
How the automation works
Changes in your CRM or other tools sync to connected spreadsheets automatically, so the sheet always reflects the current state.
Business benefits
- Always-current spreadsheets
- No manual exports or imports
- Reliable reporting source
- Less duplicated effort
What's included in the setup
- Sync rule configuration
- Column mapping
- Trigger setup
- Testing and deployment
Implementation scope
Starter — $199
- One primary automation workflow
- Basic workflow configuration
- One or two supported integrations
- Basic testing
- Deployment and handover
- Seven-day bug-fix support
These are standard scopes, not unlimited development commitments. Additional integrations, custom features, and substantial changes must be quoted separately.
Seven-day post-deployment support
Every standard implementation includes seven days of post-deployment bug-fix support. This covers corrections to functionality that does not operate according to the agreed specifications.
Not included:
- New features
- Additional workflows
- New integrations
- Changes in business requirements
- Third-party service outages
- Changes caused by external platform updates
These can be quoted separately.
Requirements & limitations
- Access to the spreadsheet
- Access to the source system
Third-party subscriptions, API costs, and platform fees are not included and will be disclosed before setup. We never ask for passwords through ordinary forms — secure delegated access is used where needed.