How to Set Up an Integration with Click2Mail’s CRM Hub Using Google Sheets

Introduction

Google Sheets is a versatile data source for Click2Mail’s CRM Hub, offering flexibility for customers who export CRM data to a spreadsheet or perform additional calculations not easily accomplished within a CRM. This guide outlines the steps for setting up an integration using Google Sheets, whether pulling data when a row is added or uploading a spreadsheet for large mailing lists.

Prerequisites

Before setting up the integration, ensure you have completed the following:

1. Google Account Connection: Verify that your Google account is connected to Click2Mail’s CRM Hub.

2. Prepare Your Google Sheet:

   • Format your spreadsheet with the required columns, including:

     • C2M Status: Use this column to mark rows as “READY FOR C2M” for processing.

     • C2M Result: Click2Mail updates this column with processing results (e.g., "Success" or "Error").

     • c2m_uniqueID: This column is required but can be left blank. If blank, Click2Mail will assign a unique ID automatically.

   • For detailed formatting instructions, refer to the Formatting Google Sheets Guide.

3. Job Template: Create a job template in Click2Mail tailored to your mailing needs. For guidance, see the Job Template Setup Guide.

Steps to Set Up the Integration

Step 1: Begin Integration Setup

1. Log in to Click2Mail’s CRM Hub.

2. Navigate to the “Integrations” tab in the left-hand menu.

3. Click “Create Integration” in the top-right corner of the page.

Step 2: Select Google Sheets as the Data Source

1. Provide a name for your integration (e.g., "Monthly Campaigns from Google Sheets").

2. Select your connected Google account under Data Source.

3. Choose one of the following options:

   • Google Sheet Watch: Monitors your sheet for new rows. Use this for smaller, dynamic lists where new data is added incrementally.

   • Google Drive Watch: Monitors a Google Drive folder for uploaded spreadsheets. This is ideal for large, static mailing lists or bulk uploads.

Step 3: Choose Spreadsheet or Folder

1. If Google Sheet Watch is selected:

   • Choose the specific Google Sheet you want to monitor for updates.

2. If Google Drive Watch is selected:

   • Choose the Google Drive folder where files will be uploaded for processing.

Step 4: Map Data Fields

1. Follow the prompts to access the field mapping screen (Step 4 of the integration workflow).

2. Use the dropdown menus to match your Google Sheet’s columns to the mail merge fields in your template.

   • Example: If your mail merge requires Full Name but your sheet splits this into First Name and Last Name, select {First Name}, add a [space], then select {Last Name}.

3. Only map the fields relevant to your mail piece. Fields not required for the mailing can remain unmapped.

Step 5: Finalize the Integration

1. Review your mapping and integration details.

2. Download the automatically generated proof for review.

3. Approve the setup by checking the confirmation box and entering your initials.

4. Click “Finish” to complete the integration setup.

Notes and Best Practices

• Dynamic vs. Static Data:

  • Use Google Sheet Watch for real-time updates and smaller datasets.

  • Use Google Drive Watch for large, static lists requiring full file processing.

• Formatting: Ensure your Google Sheet follows the required structure, including the use of the C2M Status column for processing triggers.

• c2m_uniqueID: This column is required but can be left blank, as Click2Mail will assign a unique ID automatically if no value is provided.

• Error Handling: Review the C2M Result column for processing feedback, such as errors or successes.

• Calculations: For additional calculations or data transformations, complete them in the spreadsheet before marking rows as "READY FOR C2M."

Conclusion

By integrating Google Sheets with Click2Mail’s CRM Hub, you can streamline your mailing workflows, handle large datasets efficiently, and perform advanced calculations. Whether monitoring individual rows or processing entire files, this setup provides a flexible and powerful solution.