Quick Start: Create Your First Sync in 60 Seconds

Welcome to Smart Sheet Sync! This guide walks you through connecting two spreadsheets or syncing an Excel workbook into Google Sheets in under a minute.

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Step 1: Install from Google Workspace Marketplace

1. Navigate to the Smart Sheet Sync Workspace Marketplace listing.
2. Click Install (or Domain Install if you are an administrator rolling it out to your company).
3. Review and approve the non-sensitive permissions.

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Step 2: Open Connection Builder in Google Sheets

1. Open any Google Spreadsheet.
2. Click Extensions $\rightarrow$ Smart Sheet Sync $\rightarrow$ Open Sync Wizard.
3. The modal connection wizard opens with the 4-step stepper.

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Step 3: Choose Workflow & Select Source

1. In Step 1, select your desired workflow (e.g., Import / Sync or Merge Sheets).
2. Click Select Source File to trigger the secure Google Picker.
3. Choose any Google Sheet, Excel workbook (.xlsx), or CSV file stored in your Google Drive.

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Step 4: Preview, Choose Write Mode & Run

1. Inspect the live 10-row dry-run preview to verify column mappings.
2. Select your write mode: Smart Upsert (By ID) is recommended to ensure your manual formulas and notes never shift out of alignment.
3. Click Sync Now or enable an automated background schedule (e.g., Every 15 Mins or Daily).