Navigate to the Integrations page in Swallow settings
Select Connect to Google Sheets from the available integrations
Click on the +Add connection button
Follow the prompts to authenticate with your Google account and grant necessary permissions
Once authenticated, select the Google Sheet you want to connect with Swallow
Configuration
Setting up Google Sheets Connection
After selecting your Google Sheet, you'll need to specify which data you want to sync:
Choose the specific worksheet within your Google Sheet
Select the columns that correspond to Swallow's data fields
Set up the sync frequency (e.g., real-time, hourly, daily)
Configure data mapping:
Map Google Sheets columns to Swallow's data fields
Specify any data transformations or formatting rules
Quote Creation Integration
Integration Details
Currently, the Google Sheets integration is primarily used for quote creation and management. When a quote is created or updated in Swallow, the relevant data is automatically synced to the connected Google Sheet.
Working
When a quote is created or updated in Swallow, it triggers the Google Sheets integration
The quote data is formatted according to the configured mapping
The data is then inserted or updated in the specified Google Sheet
Any changes made in the Google Sheet can also be synced back to Swallow, depending on the configuration
Note: This integration is currently focused on quote management. If you need to expand the integration to include other data types or functionalities, please contact Swallow support for assistance.
Webhooks
Setting up Webhooks
To set up webhooks for the Google Sheets integration:
Navigate to Settings in Swallow
Click on Webhooks
Create a new webhook for quote creation and update events
Use the generated webhook URL in your Google Apps Script to trigger updates in your Google Sheet when changes occur in Swallow
Data Security
Ensuring Data Protection
Swallow uses OAuth 2.0 for secure authentication with Google Sheets
All data transfers between Swallow and Google Sheets are encrypted
You can control access permissions to the connected Google Sheet within your Google account
Regularly review and update access permissions to maintain data security
Remember, when working with quotes in Swallow, use the "next button URL" to guide users through the quote completion process. The company_reference and quote_reference are used to identify specific entities within the system.
This integration allows for efficient management of quote data between Swallow and Google Sheets, enabling real-time updates and collaborative workflows.
