Customers
Import from Google Sheets
Connect a sheet, match its columns and keep customers in sync.
If you keep your customers in a Google Sheet, Hoptide can bring them in and check the sheet every 30 minutes for new and changed customers. Hoptide only reads your sheet. It never changes it, and it can't open any other file in your Google Drive.
Connect your sheet
- Go to Integrations > Google Sheets and click Connect Google Sheets.
- Sign in with the Google account that has your customer spreadsheet.
- Google's screen will say Hoptide can "see, edit, create and delete" the file you pick. That's how Google words access to a single file. Tick the box and click Continue.
- Click Choose spreadsheet and pick your sheet in Google's file picker.
Match your columns
Hoptide reads the headings in the first row and makes a first guess for each one. Check each match:
| What Hoptide needs | Required? | Notes |
|---|---|---|
| Customer's name | Yes | |
| Property address | Yes | Hoptide uses the address to tell customers apart, so the same house is never added twice. |
| Phone number | No | A phone number doesn't sign anyone up for texts. Customers agree to texts themselves. |
| Email address | No | Updates and the private page link go here. |
| Notes for your team | No | For example a gate code or where to park. |
| Service | No | A cell like "Lawn Care" links the customer to the service with that name on your Services page. |
| Customer number | No | If each row has its own number that never changes, choose it. Hoptide then recognizes a customer even if their name and address both change. |
Columns are matched by their heading, so you can move or add columns in the sheet later.
Preview, then import
Click Show preview. Nothing is added until you click Import. The preview shows, row by row, who will be added, who will be updated and any rows that will be skipped, with the reason.
Importing doesn't email or text anyone. Afterward, Hoptide suggests a next step: Email the link to your imported customers, when you're ready.
How syncing works
- A new row in the sheet becomes a new customer.
- A changed name, address, phone, email or note updates that customer. Their visits, messages and private page stay.
- A change you make in Hoptide stays until that same cell changes in the sheet. If you disconnect and connect the sheet again, it only fills in details Hoptide doesn't have; it never undoes your edits.
- A deleted row never deletes anyone. The customer is listed on the Google Sheets page as no longer in the sheet.
- A customer you deleted in Hoptide isn't added back, even if their row is still in the sheet.
- A row with no name or no address is skipped. A phone number that isn't a real number, an email address that isn't complete, or an email that already belongs to another customer is left out with a note naming the row, and the rest of the row is imported.
- A service you don't offer yet is left blank. Add it on the Services page and the next check links it.
Click Sync now to check the sheet right away. Recent checks lists every check and anything that was skipped, with the reason.
Emailing new customers
Under Sync settings, When you add a customer to the sheet later, email them the link to their private page is off by default. Turn it on and each new row with an email address gets the same welcome email as a customer added by hand. Customers who were already in the sheet aren't emailed by this. Leave it off if you'd rather send links yourself; the Google Sheets page shows how many customers from the sheet haven't been emailed yet, with a button to send them.
Disconnect
Click Disconnect Google Sheets. Hoptide stops reading the sheet and gives up its access to your Google account. Customers who came from the sheet stay in Hoptide with their visits, messages and private pages. Nothing in the spreadsheet changes.