Integrations

Google Sheets

What it does:
Google Sheets Sync streams order data into a connected Google Sheet in near real time.

Setup requirements:

• Google account access
• Sheet access permissions
• Integration enabled for the workspace
• Service account editor access on the target sheet

Setup instructions:

1. Open Integrations > Google Sheets Sync.
2. In Set Up tab:
   • Paste Spreadsheet ID or Link
   • Select Connect Spreadsheet
   • Confirm status badges change from Disconnected / Sync paused to Connected / Sync enabled
3. Grant editor access to the Chazt service account shown in the setup card:
   • Open your Google Sheet
   • Select Share
   • Paste service account email
   • Grant Editor permission
4. In Mapping tab:
   • Review Active Mappings
   • Select + New or Add Field to create mapping
   • Map order fields to target columns
   • Save mapping
5. In Access tab:
   • Add teammate email in Grant Access
   • Select Add Editor
   • Use List Permissions to view current access
6. Use Sync (top action) when manual sync is needed.

How to verify it is working:

• Header shows Connected and Sync enabled.
• Recent orders appear in mapped sheet columns.
• Active mapping list shows configured mapping cards.
• Access list shows owner/writer entries as expected.

Troubleshooting tips:

• If status stays Disconnected, verify spreadsheet ID/link and reconnect.
• If sync is paused, enable sync toggle and re-run Sync.
• If data does not appear, confirm mapping fields and column names.
• If write fails, confirm service account has Editor access.
• If teammate cannot edit, re-add from Access tab and check Google permission propagation.

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