Google Sheets Integration for RISE CRM

🚀 Overview

The Google Sheets Integration for RISE CRM is a powerful add-on module designed to connect your RISE CRM system with Google Sheets, enabling seamless two-way data flow between spreadsheets and your CRM records. It enables automations such as: creating leads in RISE CRM from new rows in a Google Sheet, or logging completed invoices/tickets from RISE CRM into a spreadsheet for reporting. :contentReference[oaicite:2]{index=2}

With hands-on workflows in mind — such as sales teams maintaining spreadsheets while CRM keeps the system of record — this integration reflects real-world usage, enabling faster data entry, reduced duplication and better tracking across teams.

Target users: Businesses using RISE CRM who maintain spreadsheets, sales or support teams wanting live sync between Excel-style sheets and CRM, operations teams needing consolidated reports, and developers looking to extend the CRM with Google-Sheets automation.

✨ Key Features

• Trigger-Based Syncs: New or updated rows in Google Sheets can automatically create or update leads, customers, invoices or tickets in RISE CRM. :contentReference[oaicite:3]{index=3}
• CRM-to-Sheet Exports: When a new invoice, estimate or ticket is created in RISE CRM, a new row is added in your Google Sheet for reporting or backup.
• Custom Field Mapping: Map arbitrary Google-Sheet columns to custom fields in RISE CRM (e.g., source, campaign, region) for flexibility.
• Scheduled Batch Syncs: Run batch synchronisations (e.g., nightly) to update large volumes of spreadsheet data in one go.
• User-Friendly Setup: Minimal code required — connect via Google OAuth, configure the Sheet ID and worksheet, define mapping rules via UI.
• Audit & Logging: Track sync operations, see which rows were processed, flagged errors and unsuccessful mappings for transparency and compliance.

⚙️ Technical Stack & Requirements

• Platform: RISE CRM (PHP-based CRM / project & client manager) as the host system. :contentReference[oaicite:4]{index=4}
• Languages: PHP (backend plugin), JavaScript (frontend config UI), Google Sheets API (REST) for sheet-access.
• Server Requirements: Web server (Apache or Nginx), PHP 7.4+ or compatible version, MySQL/MariaDB, SSL/HTTPS required for OAuth flows.
• Google Requirements: Google Cloud Project with Sheets API enabled, OAuth client credentials, redirect URI configured in RISE CRM integration settings.

🧩 Installation Guide

1. Prerequisites: Ensure RISE CRM is installed and accessible, you have admin access and your Google account has Sheets API enabled.
2. Upload Add-On Files: Copy the integration module into your RISE CRM `plugins` or `modules` folder (depending on your setup) and activate it via Admin → Modules.
3. Configure OAuth: In Google Cloud Console, enable Sheets API, create OAuth credentials, set authorized redirect URI (e.g., `https://yourdomain.com/index.php/google_api/save_access_token`). Then in RISE CRM → Settings → Integrations → Google Sheets: enter Client ID & Client Secret and click “Authorize”.
4. Setup Sheet Mapping: Enter the Google Sheet ID, select the worksheet name/tab, define which columns map to CRM objects (lead, client, ticket, invoice) and set sync direction (Sheet → CRM, CRM → Sheet or bi-directional).
5. Test & Enable: Add a test row in Google Sheets and verify a new lead/client appears in RISE CRM. Also create a sample record in CRM and check the row appears in the sheet (if configured). Enable scheduled cron job for batch syncs if needed.
6. Go Live: Monitor initial syncs carefully, validate data integrity, backup both CRM and Sheet, and schedule periodic audits of mappings and token refresh.

📦 Deliverables

• The full source-code package of the “Google Sheets Integration for RISE CRM” module (GPL-licensed for unlimited domain usage when obtained via GPL distributor).
• Admin configuration guide, setup documentation (OAuth steps, mapping setup) and troubleshooting FAQs.
• Update support information & changelog entries (if module vendor provides).

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Safari, Edge — used for admin setup and operations of RISE CRM plugin UI.
• Devices: Desktop and laptop environments for administration; Google Sheets side supports mobile editing too via Google Sheets app.
• Server OS: Linux (Ubuntu, Debian, CentOS) recommended for production; Windows server supported if PHP/MySQL stack is configured.

🧠 Notes

• License: This module is offered under the GNU General Public License (GPL) when provided by legitimate GPL distributors. Verify licensing before deployment.
• Customization tips: You may extend by adding Google Sheets functions such as pivot tables or dashboards that pull live data from CRM, integrate Google Data Studio for visualisation, or trigger CRM workflows from sheet edits (e.g., auto-assign lead if “Status” column equals A).
• SEO & Operational Trust: By linking spreadsheet workflows with your CRM you reduce manual exports, maintain data consistency, and safeguard reporting accuracy — supporting reliability that both clients and search engines respect.
• Experience highlight: The module aligns with practical data-entry & sales workflow needs — supporting teams comfortable in spreadsheets while syncing with CRM for record integrity.

👨‍💻 Original Developer Credit

Developed for RISE CRM by plugin author (check listing for vendor details). Always purchase official licences to get updates and support.

🔒 Disclaimer

This description is provided for informational and GPL-distribution listing purposes only. We are not the original author or rights-holder. All trademarks and brand assets (such as “RISE CRM”, “Google Sheets”) remain the property of their respective owners. For production deployment, ensure validity of the license, secure your server (SSL/HTTPS, backups), and comply with any data-privacy or spreadsheet-sharing regulations applicable in your region (e.g., GDPR).