Simplify your workflow and enhance efficiency by effortlessly syncing your Google Sheets data directly into Thryv. By combining Thryv with Google Sheets, you are able to synchronize client, product, and appointment details and eliminate manual entry. This also eliminates the need for downloading and uploading multiple spreadsheets!

What is Google Sheets? Google Sheets is a cloud-based application offering the ability for you to create, edit, format and collaborate in real time on spreadsheets in your Google account.

This app integration is free in the Thryv App Market. You will need to sign in or create a Google Sheets account prior to installation. Google Sheets offers multiple packages you can choose from, both free and paid. Visit the Google Sheets website to see what option best suits your business.

Here is a breakdown of what data will sync between Google Sheets and Thryv. 

Article Contents

To skip to the section for the type of item you'd like to sync, use one of the links below

• Clients
• Products
• Appointments
• Estimates
• Invoices
• Payments

Prior To Installation

To ensure a smooth upload process, please prepare your Google Sheet by following these steps:

1. Remove any extra formatting: Make sure there's no additional whitespace, merged cells, images, or unnecessary tables. Only include the essential data for upload.

2. Set up headers correctly: The first row should contain only the column headers, with no additional titles, graphics, or tables above it. These headers will guide the upload, so keep them simple and straightforward.

3. Check your first column: The first column of your sheet should contain data intended for upload. Avoid leaving any cells blank in this column, as it may affect the upload process.

By following these steps, you'll help ensure that your Google Sheet uploads smoothly and without errors.

Clients

You will be able to manually map the columns from your Sheet to the CRM fields in Thryv, but for best results, you'll need to make sure your Sheet is formatted correctly. Click Here for our formatting guide for clients

Note: The app can only add information and not remove it. If a cell is blank, it will not remove information from that field. In addition, the app can not remove Tags from a customer, it can only add them.

Products

Importing products into Business Center will only create new products. It will not update an existing product, but instead create a duplicate. Ensure any existing products are removed from your sheet before import or they will be duplicated. Also, the app does not update existing products. If a product only needs to be updated it still needs to be edited directly in Business Center.

In order to import, you must have at least one Product already in your Business Center with all of the fields you will be using filled out. This example product can be deleted after the import. Click Here for a guide to adding a product.

To Import Products, the required fields in the spreadsheet are:

• Product Name
• Currency
• Price

Additionally, you can also add:

• Tax name
• Tax rate
• Description
• Image URL

Note: In order to import taxes, that tax must already be created in Business Center. Click Here for a guide to creating taxes

Appointments

Importing appointments into Business Center will only create new appointments. It will not update an existing appointment, but instead create a duplicate. Certain fields are required on your Google sheet in order for the import to function correctly. If a field is missing or invalid, the line will not sync to Business Center.

• Appointment Name
• Start Time
• Time Zone
• Location (in the form of valid address)
• Client email
• First Name
• Last Name
• Phone

Time Zone Format

It is critically important that your time zone is formatted properly or else your appointments won't sync. The time zone column must be worded and formatted to exactly match the table below. Pay careful attention to items like backslashes and underscores.

US	Caribbean	Canada	Australia	New Zealand
US/Central	America/Cayman	Canada/Atlantic	Australia/Broken_Hill	Pacific-Auckland
US/Eastern	America/Barbados	Canada/Central	Australia/Darwin	Pacific/Chatham
US/Hawaii		Canada/Eastern	Australia/South	NZST
US/Mountain		Canada/Mountain	Australia/Queensland	CHAST
US/Pacific		Canada/Pacific	Australia/NSW	NZDT
		Canada/Newfoundland	Australia/Victoria	CHADT
		Canada/Saskatchewan	Australia/Tasmania
		Canada/East-Saskatchewan	Australia/ACT
		Canada/Yukon	Australia/West
			Australia/Perth
			AEST
			ACST
			AWST

 

 To get started, locate Google Sheets in the App Market

Then, click on Get This App

Next, you will need to grant Google Sheets permission to access your Thryv Business Center account. Check the box and click on Submit 

Sign into your Google account. Make sure it is the same Google account that has permission to access the Sheet you want to sync

Allow permissions to Integry to access your Google account

Then you will be brought to the app screen where you can set up the sync.

Import Clients

To start importing clients, click on Setup and Run under Google Sheets to Thryv Clients One-time sync.

In the next screen that appears, paste the link to your Google sheet, then click on Next

To grab the link to your Google sheet, navigate to the Sheet. Click on Share in the top right corner.

Then, in the pop-up that appears, click on Copy Link. The link will automatically be copied to your device clipboard. Then navigate back to the app and paste the URL in the field provided.

Next, select your worksheet. Use the drop-down, and select your worksheet.

Once your URL is entered and your worksheet is selected, click on Next

Next, map your columns to fields in your Thryv Business Center CRM by using the fields provided. Your Thryv fields will appear, enter the name of a column on your Google Sheet to map to that column.

Once you have mapped the desired fields, click on Next

You will reach a confirmation screen. Click on Save to continue.

The sync will run right away, you will see a confirmation of the time completed. If you update the Sheet and need to run the sync again, return here, click Setup and Run, and complete these steps again.

Import Products

To start importing products, click on Setup and Run under Google Sheets to Thryv Products One-time sync.

In the next screen that appears, paste the link to your Google sheet, then click on Next

To grab the link to your Google sheet, navigate to the Sheet. Click on Share in the top right corner.

Then, in the pop-up that appears, click on Copy Link. The link will automatically be copied to your device clipboard. Then navigate back to the app and paste the URL in the field provided.

Next, select your worksheet. Use the drop-down, and select your worksheet.

Once your URL is entered and your worksheet is selected, click on Next

Next, map your columns to fields in your Thryv Business Center CRM by using the fields provided. Your Thryv fields will appear, enter the name of a column on your Google Sheet to map to that column.

You will reach a confirmation screen. Click on Save to continue.

The sync will run right away, you will see a confirmation of the time completed. If you update the Sheet and need to run the sync again, return here, click Setup and Run, and complete these steps again.

Import Appointments

To start importing appointments, click on Setup and Run under Google Sheets to Thryv Appointments One-time sync.

In the next screen that appears, paste the link to your Google sheet, then click on Next

Next, select your worksheet. Use the drop-down, and select your worksheet.

Next, map your columns to fields in your Thryv Business Center CRM by using the drop-downs in the right-hand column. Select a column from your Google sheet to map that information to the appropriate field in Thryv Business Center. If there is a field for which you don't want to import data, select Skip. Remember that the following fields are required:

• Appointment Name
• Start Time
• Time Zone
• Location
• Email
• First Name
• Last Name
• Phone number

Once all fields are mapped, you will see a success screen. Click on Save to continue.

Import Estimates

Note that before you begin the import, you will need to ensure your Google sheet is formatted correctly and contains the correct fields. The following fields are required to import:

• Client First Name
• Client Email
• Estimate Title
• Estimate Address
• Currency
• Due Date
• Send Email
  • The only values possible for this column are TRUE or FALSE. If TRUE, then the estimate will be sent to your customer upon import. If you are using the integration for bulk estimates and you want the estimates sent to your customers in bulk, you should mark this column true. If you are only importing previous estimates for historical purposes, this column should be FALSE.

While not a required field, Status can contain the following values:

• Draft
• Issued
• Approved
• Rejected
• Invoiced
  • Marking the estimate as invoiced will not actually create an invoice. If you also wish to import the invoice, you will need to import invoices in a separate sync described below.

If no mapping is set, the default status will be Issued

To start importing estimates, click on Setup and Run under Google Sheets to Thryv Estimates One-time sync.

In the next screen that appears, paste the link to your Google sheet, then click on Next

Once the spreadsheet is provided, you will be presented with a dropdown to select a worksheet. Once the worksheet is selected, all the fields from that worksheet will be loaded onto the next screen.

On this screen, then you can map your spreadsheet fields against the corresponding Thryv Clients fields.

Next, map your spreadsheet fields against the corresponding Thryv Estimates fields.

When finished, click on Save to continue. Your Google Sheet will import estimates to Thryv according to the mapping you have set up.

Import Invoices

Note that before you begin the import, you will need to ensure your Google sheet is formatted correctly and contains the correct fields. The following fields are required to import:

• Client First Name
• Client Email
• Invoice Title
• Invoice Address
• Currency
• Issue Date
• Due Date
• Send Email
  • The only values possible for this column are TRUE or FALSE. If TRUE, then the invoice will be sent to your customer upon import. If you are using the integration for bulk invoicing and you want the invoices sent to your customers in bulk, you should mark this column true. If you are only importing previous invoices for historical purposes, this column should be FALSE. All invoices imported will be considered unpaid. If you wish to import a paid invoice, you will need to do a separate invoice for payments, and ensure the invoice numbers match so the payment will associate.

Although not a required field, Status can contain the following values:

• Draft
• Issued

If no mapping is set, the default status will be Issued. Note that Paid is not an available status, as paid invoices can not be imported. If you want to import a paid invoice, you will need to import the invoice as issued, then in a separate steps, import payments and ensure the invoice number matches. Then the payment will be associated to the invoice and mark it as paid.

To start importing Invoices, click on Setup and Run under Google Sheets to Thryv Invoices One-time sync.

In the next screen that appears, paste the link to your Google sheet, then click on Next

Once the spreadsheet is provided, you will be presented with a dropdown to select a worksheet. Once the worksheet is selected, all the fields from that worksheet will be loaded onto the next screen.

On this screen, then you can map your spreadsheet fields against the corresponding Thryv Clients fields.

Then you can map your spreadsheet fields against the corresponding Thryv Invoice fields.

When finished, click on Save to continue. Your Google Sheet will import invoices to Thryv according to the mapping you have set up.

Import Payments

Note that before you begin the import, you will need to ensure your Google sheet is formatted correctly and contains the correct fields. The following fields are required to import:

• Client First Name
• Client Email
• Invoice Number
• Payment Title
• Amount
• Currency
• Payment Date
• Send Receipt
  • The only values possible for this column are TRUE or FALSE. If marked TRUE, a receipt will be sent to the customer upon import. If you are bulk importing current payments and want to notify your customers, this should be marked true. If you are importing previous payments for historical purposes, this should be marked false. 

To start importing payments, click on Setup and Run under Google Sheets to Thryv Payments One-time sync.

In the next screen that appears, paste the link to your Google sheet, then click on Next

Once the spreadsheet is provided, you will be presented with a dropdown to select a worksheet. Once the worksheet is selected, all the fields from that worksheet will be loaded onto the next screen.

On this screen, then you can map your spreadsheet fields against the corresponding Thryv Payment fields:

As soon as the integration is saved, all the Payments from Google Sheets will be exported into your Thryv account.

 

Export Information to a Google Sheet

You are able to export Contacts, Products, or Appointments to a Google Sheet as well. This can be done on a one-time basis, or you could continuously export and import from the same sheet to create a 2-way sync. Note that the sync would not be automatic as you would need to return to the app to run it manually. 

Note: Before you can export information to a Google Sheet, it must be formatted properly. Specifically, your sheet should have Headers which correspond to the fields in Thryv Business Center you wish to export. If your sheet does not have headers your information will not export.

To export information from Thryv Business Center to a Google Sheet, click Setup and Run under the desired option. 

Then, on the next screen, enter the URL of your Sheet, and select which worksheet from the drop-down. When finished click Next.

From here, you will map each field in Thryv Business Center to a Header in your sheet so that information will export correctly.

You will see a success screen. Click on Save, and your information will be exported to your Google Sheet

Uninstall

To uninstall this integration, click the Uninstall button in the top right corner.

You will reach a confirmation screen, click Uninstall one more time to confirm.

Note: Uninstalling the app will only remove the integration option and access to your Google Sheet. It will not remove any previously imported items from Thryv Business Center. If you wish to delete those you will need to do so in Thryv Business Center directly.