Google Sheets Integration for RISE CRM

Description

Google Sheets Integration for RISE CRM

Google Sheets Integration for RISE CRM connects your RISE CRM data seamlessly to Google Sheets, allowing you to automate reporting, sync client information, and collaborate in real time. Ideal for agencies, sales teams, and business owners who want flexible data management, this module helps reduce manual exports and boosts productivity. When you buy from wpshop.net, you receive lifetime free updates and limited email support under the GPL license, ensuring full freedom to customize and deploy on unlimited domains.

Feature Highlights

• 🔗 Two-Way Google Sheets Sync – Export RISE CRM data to Sheets or import updated records back into CRM with ease.
• 📊 Automated Data Export – Schedule automatic exports for leads, invoices, projects, and tasks into connected Sheets.
• ⚙️ Custom Mapping Interface – Map CRM fields to spreadsheet columns for precise data alignment.
• 📈 Real-Time Analytics – Build live dashboards and charts in Google Sheets powered by synced CRM data.
• 🤝 Team Collaboration – Share live Sheets with team members or clients without giving direct CRM access.
• 🔐 Secure OAuth 2.0 Authentication – Connect your Google account safely for API access with no third-party middleware.
• 🚀 One-Click Export Buttons – Instantly export data from lists like clients, estimates, and payments.
• ♻️ Lifetime Free Updates – Stay current with the latest features and CRM compatibility at no extra cost.

Detailed Overview

Google Sheets Integration for RISE CRM eliminates tedious CSV downloads by syncing your CRM’s critical data directly with Google Sheets. This is especially useful for generating shareable financial reports, analyzing sales funnels, or collaborating on project budgets. The module supports both manual and scheduled exports, custom column mapping, and live updates—allowing your team to maintain a single source of truth without switching between multiple platforms. With secure authentication and GDPR-friendly data handling, you retain control of all business information.

Comparison Table

Feature	RISE CRM + Google Sheets Integration	Manual CSV/Excel Exports
Data Sync	✔ Live & scheduled exports to Google Sheets	✖ Requires repeated manual downloads
Two-Way Updates	✔ Optional import of changes back into CRM	✖ No automated re-import
Collaboration	✔ Share Sheets with teams/clients securely	✖ Share static files only
Field Mapping	✔ Customizable mappings for flexibility	✖ Fixed column structure
Automation	✔ Schedule recurring exports for invoices, leads	✖ Manual effort every time
Licensing	✔ GPL – unlimited domains, lifetime updates	✖ Often tied to per-user licensing

Installation Guide

1. Download the Google Sheets Integration module ZIP from your wpshop.net account.
2. Extract the ZIP and upload the module folder to your server at application/modules/ within your RISE CRM installation directory.
3. Login as an Admin in RISE CRM → navigate to Settings → Modules and Activate the “Google Sheets Integration” module.
4. Go to Settings → Google Sheets Integration to configure your Google API credentials.
5. Create a Google Cloud Project and enable the Sheets API. Generate OAuth credentials and paste them into the module’s configuration fields.
6. Authenticate your Google account by clicking “Connect Google Account” and grant the necessary permissions.
7. Set up field mappings for the modules you wish to export (Clients, Leads, Invoices, Projects, etc.).
8. Run a test export to ensure data sync works properly and appears in your chosen Google Sheet.

Licensing Information

Google Sheets Integration for RISE CRM is distributed under the GNU General Public License (GPL), allowing you to modify, reuse, and deploy it on unlimited domains. Purchasing from wpshop.net includes lifetime free updates and limited email support to help you with setup and troubleshooting—no recurring subscription fees required.

FAQs

Q1: Do I need a Google Workspace account to use this module?

No. A standard free Google account is sufficient, but a Workspace account is recommended for team collaboration and shared drives.

Q2: Can I import changes from Google Sheets back into RISE CRM?

Yes. The module supports two-way syncing if enabled during setup, allowing you to push updates from Sheets back into CRM.

Q3: Is there a limit on the number of Sheets I can connect?

No. You can connect multiple Sheets and map them to different RISE CRM modules without limits.

Q4: Will future updates be free?

Yes. Purchasing from wpshop.net grants you lifetime free updates at no additional cost.

Q5: Do I need coding skills to install it?

Not necessarily. You only need basic understanding of RISE CRM module installation and Google Cloud API setup.

Q6: Is my data secure during sync?

Yes. The integration uses Google’s OAuth 2.0 secure protocol to protect your account and data during transmission.

Why Choose Google Sheets Integration for RISE CRM?

Google Sheets Integration for RISE CRM bridges your CRM with one of the world’s most popular spreadsheet platforms. It saves time on reporting, enhances collaboration, and lets you build live dashboards without additional BI tools. With GPL licensing, lifetime updates, and limited email support from wpshop.net, you get complete control and long-term value at a one-time cost.

Streamline your data workflows today! Download the Google Sheets Integration for RISE CRM from wpshop.net to simplify exports, automate reports, and collaborate effectively—all backed by lifetime free updates.