Manually entering client, product, and appointment data into Thryv Business Center takes time you could spend running your business. The Google Sheets integration lets you import data directly from your Google Sheets spreadsheets into Thryv Business Center and export data from Thryv Business Center back to Google Sheets (eliminating manual entry and the need to manage multiple spreadsheet files). This article covers how to install the Google Sheets integration and how to import and export each supported data type.

The following table shows which data types sync between Google Sheets and Thryv Business Center, including the supported fields for each data type.

Requirements: A Google account with access to Google Sheets is required. The Google Sheets integration is free in the App Market. Google Sheets offers both free and paid plans (visit the Google Sheets website to find the plan that suits your business.)

This article covers the following:

• What data syncs between Google Sheets and Thryv Business Center
• How to prepare your Google Sheet before importing
• How to install the Google Sheets integration
• How to import clients from Google Sheets
• How to import products from Google Sheets
• How to import appointments from Google Sheets
• How to import estimates from Google Sheets
• How to import invoices from Google Sheets
• How to import payments from Google Sheets
• How to export data from Thryv Business Center to Google Sheets
• How to uninstall the Google Sheets integration
• FAQ

What Data Syncs Between Google Sheets and Thryv Business Center

The Google Sheets integration supports importing clients, products, appointments, estimates, invoices, and payments into Thryv Business Center. You can also export contacts, products, and appointments from Thryv Business Center to a Google Sheet.

How to Prepare Your Google Sheet Before Importing

Before importing data from Google Sheets into Thryv Business Center, prepare your spreadsheet by following these steps to ensure the import runs without errors:

• Remove extra formatting: Delete any additional whitespace, merged cells, images, or unnecessary tables. Include only the data you want to import.
• Set up column headers correctly: The first row of your sheet must contain only column headers. Do not include additional titles, graphics, or tables above the header row. Column headers guide the field mapping during import.
• Check your first column: The first column of your sheet must contain data intended for import. Do not leave any cells blank in the first column, as blank cells may cause the import to fail or skip rows.

How to Install the Google Sheets Integration

To install the Google Sheets integration, click App Market in the left-hand navigation. Find the Google Sheets app in the app list and click the app tile to open the app detail page. Click Get This App to begin the installation.

On the permissions screen, check the box to grant Google Sheets permission to access your Thryv Business Center account, then click Submit.

Sign in to the Google account that has permission to access the Google Sheet you want to sync. Make sure you sign in with the correct Google account (the integration will only be able to access sheets available to the account you sign in with).

On the next screen, click Allow to grant Integry permission to access your Google account. Integry is the third-party service that powers the Google Sheets integration.

After granting permissions, the Google Sheets app screen opens. From the app screen, you can set up and run each available sync option for importing and exporting data.

How to Import Clients from Google Sheets

Before importing clients, format your spreadsheet according to the client import formatting guide. See How to Format Your Client List for Import into Thryv Business Center for the required formatting.

Note: If a cell in your Google Sheet is blank, the import will delete the data from the corresponding field on the client card in Thryv Business Center. Review your sheet carefully before importing to avoid unintentionally removing client information.

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

On the next screen, paste the URL of your Google Sheet into the field provided, then click Next. 

To copy the URL of your Google Sheet, open the sheet in Google Sheets, click Share in the top-right corner, then click Copy Link in the pop-up that appears. The link is automatically copied to your clipboard. Return to the app and paste the URL into the field provided.

Use the dropdown to select the worksheet you want to import from, then click Next.

Map your Google Sheet columns to the corresponding fields in your CRM by entering the column name from your Google Sheet next to each Thryv Business Center field. The First Name and Email fields are required — if these fields are not mapped, Thryv Business Center will not be able to create or associate a contact for the entry. 

When you have mapped the desired fields, click Next.

A confirmation screen appears. Click Save to run the sync. The sync runs immediately and a confirmation of the completion time appears. 

If you update the sheet and need to run the sync again, return to the Google Sheets app screen, click Setup and Run under Google Sheets to Thryv Clients One-time sync, and complete the steps again.

How to Import Products from Google Sheets

Importing products from Google Sheets creates new products only. The import does not update existing products. If a product already exists in Thryv Business Center and is included in your import sheet, the import will create a duplicate product instead of updating the existing one. Remove any existing products from your sheet before importing to avoid duplicates. To update an existing product, edit the product directly in Thryv Business Center.

Before importing products, you must have at least one product already created in Thryv Business Center with all the fields you plan to import filled out. This example product can be deleted after the import is complete. To add a product before importing, see How to Add a Product in Thryv Business Center.

The following fields are required in your Google Sheet to import products:

• Product Name
• Currency
• Price

The following fields are optional and can also be included:

• Tax name
• Tax rate
• Description
• Image URL

Note: To import a tax with a product, the tax must already be created in Thryv Business Center before importing. To create a tax, see How to Create a Tax in Thryv Business Center.

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

Paste the URL of your Google Sheet into the field provided, then click Next. Select the worksheet from the dropdown, then click Next. 

Select the worksheet from the dropdown, then click Next.

Map your Google Sheet columns to the corresponding product fields in Thryv Business Center, then click Save on the confirmation screen. The sync runs immediately.

How to Import Appointments from Google Sheets

Importing appointments from Google Sheets creates new appointments only. The import does not update existing appointments (including an existing appointment in your import sheet will create a duplicate). If a required field is missing or formatted incorrectly, the row will not sync to Thryv Business Center.

The following fields are required in your Google Sheet to import appointments:

• Appointment Name
• Start Time
• Time Zone
• Location (must be a valid address)
• Client Email
• First Name
• Last Name
• Phone

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

Paste the URL of your Google Sheet into the field provided, then click Next. Select the worksheet from the dropdown, then click Next. Map your Google Sheet columns to the corresponding appointment fields using the dropdowns in the right-hand column. For any field you do not want to import, select Skip. When all required fields are mapped, click Save on the confirmation screen. The sync runs immediately.

Accepted Time Zone Formats for Appointment Imports

The Time Zone field in your Google Sheet must exactly match one of the accepted time zone formats in the table below. Pay careful attention to forward slashes, backslashes, and underscores — any formatting error in the Time Zone field will prevent that appointment row from syncing to Thryv Business Center.

How to Import Estimates from Google Sheets

Before importing estimates, ensure your Google Sheet contains all required fields. The following fields are required in your Google Sheet to import estimates:

• Client First Name
• Client Email
• Estimate Title
• Estimate Address
• Currency
• Due Date
• Send Email (The only accepted values for this field are TRUE or FALSE). Set to TRUE if you want the estimate sent to the client upon import. Set to FALSE if you are importing estimates for historical purposes only.

The Status field is optional. If included, the Status value must be in lowercase and must be one of the following accepted values: draft, issued, approved, rejected, or invoiced. If no Status is mapped, the default status will be Issued. Setting the status to invoiced will not automatically create an invoice. To import the corresponding invoice, run a separate invoice import as described in the How to Import Invoices from Google Sheets section of this article.

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

Paste the URL of your Google Sheet into the field provided, then click Next. Select the worksheet from the dropdown. Once the worksheet is selected, all fields from the worksheet load on the next screen.

Map your spreadsheet fields against the corresponding client fields in Thryv Business Center on the first mapping screen.

Map your spreadsheet fields against the corresponding estimate fields in Thryv Business Center on the second mapping screen. 

When finished, click Save. The estimates will import to Thryv Business Center according to the mapping you have set up.

How to Import Invoices from Google Sheets

Before importing invoices, ensure your Google Sheet contains all required fields. All invoices imported through Google Sheets are created as unpaid. To import a paid invoice, first import the invoice as issued, then run a separate payment import and ensure the invoice number in both imports matches. The payment will then associate with the invoice and mark it as paid. The following fields are required in your Google Sheet to import invoices:

• Client First Name
• Client Email
• Invoice Title
• Invoice Address
• Currency
• Issue Date
• Due Date
• Send Email (The only accepted values for this field are TRUE or FALSE). Set to TRUE if you want the invoice sent to the client upon import. Set to FALSE if you are importing invoices for historical purposes only.

The Status field is optional. If included, the Status value must be in lowercase and must be one of the following accepted values: draft or issued. If no Status is mapped, the default status will be Issued. Paid is not an available status for imported invoices. To import a paid invoice, import the invoice as issued and then import the corresponding payment separately.

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

Paste the URL of your Google Sheet into the field provided, then click Next. Select the worksheet from the dropdown. Once the worksheet is selected, all fields from the worksheet load on the next screen.

Map your spreadsheet fields against the corresponding client fields in Thryv Business Center on the first mapping screen. Then map your spreadsheet fields against the corresponding invoice fields on the second mapping screen. When finished, click Save. The invoices will import to Thryv Business Center according to the mapping you have set up.

How to Import Payments from Google Sheets

Before importing payments, ensure your Google Sheet contains all required fields. The following fields are required in your Google Sheet to import payments:

• Client First Name
• Client Email
• Invoice Number
• Payment Title
• Amount
• Currency
• Payment Date
• Send Receipt (The only accepted values for this field are TRUE or FALSE). Set to TRUE if you want a receipt sent to the client upon import. Set to FALSE if you are importing payments for historical purposes only.

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

Paste the URL of your Google Sheet into the field provided, then click Next. Select the worksheet from the dropdown. Once the worksheet is selected, all fields from the worksheet load on the next screen. Map your spreadsheet fields against the corresponding payment fields in Thryv Business Center. When finished, click Save. All payments from the Google Sheet will import into Thryv Business Center immediately.

How to Export Data from Thryv Business Center to Google Sheets

You can export contacts, products, or appointments from Thryv Business Center to a Google Sheet. Exporting can be done on a one-time basis or repeatedly using the same sheet to create a manual two-way sync. The sync is not automatic. You must return to the Google Sheets app screen and run the export manually each time you want to update the sheet.

Before exporting, your Google Sheet must be formatted correctly. The sheet must have column headers that correspond to the Thryv Business Center fields you want to export. If the sheet does not have headers, the export will not complete.

To start an export, click Setup and Run under the desired export option on the Google Sheets app screen.

On the next screen, enter the URL of your Google Sheet into the field provided and select the worksheet from the dropdown. When finished, click Next. Map each field in Thryv Business Center to the corresponding column header in your sheet. When finished, click Save. The data will export to your Google Sheet immediately.

How to Uninstall the Google Sheets Integration

To uninstall the Google Sheets integration, click Uninstall in the top-right corner of the Google Sheets app screen. A confirmation screen appears. Click Uninstall again to confirm.

Note: Uninstalling the Google Sheets integration removes the integration and revokes access to your Google Sheet. Uninstalling does not delete any data that was previously imported into Thryv Business Center. To remove previously imported data, delete the records directly in Thryv Business Center.

Frequently Asked Questions

I am receiving an error when syncing my sheet. What should I do?
The most common cause of sync errors is incorrect sheet formatting. Verify that your column headers, rows, and data are all formatted correctly. Also confirm that your file is saved as a Google Sheet and not as an uploaded Excel file. If you uploaded an Excel file (.xlsx), the file is not automatically converted to a Google Sheet. To convert the file, open it in Google Sheets, click File, then click Save as Google Sheet.

Can I sync my services with a Google Sheet?
No. Only clients, products, appointments, estimates, invoices, and payments can be synced at this time. Services are not supported by the Google Sheets integration.

Does the Google Sheets integration update existing records in Thryv Business Center?
For products and appointments, the import creates new records only. Importing a product or appointment that already exists in Thryv Business Center will create a duplicate rather than updating the existing record. For clients, a blank cell in the import sheet will delete the data from the corresponding field on the client card. To update an existing product or appointment, edit the record directly in Thryv Business Center.

Is the sync between Google Sheets and Thryv Business Center automatic?
No. All imports and exports must be run manually by returning to the Google Sheets app screen and clicking Setup and Run for the desired sync option.

Does this article cover integrating Google Sheets with other Thryv products?
No. This article covers the Google Sheets integration with Thryv Business Center only.