With the Google Spreadsheets integration, you can eliminate manual data entry and collect report data much faster and more reliably. You can transfer contacts from MailBlue to Google Sheets through an automation action, or import contacts into your MailBlue account.
Parts of this article:
- How does the Google Sheets integration work?
- Importing contacts from Google Sheets
- Exporting contacts to Google Sheets
- How can I disconnect the integration?
How does the Google Sheets integration work?
The Google Spreadsheets integration offers two separate synchronization options. You can import contacts into MailBlue, but also place contacts on your Google Spreadsheet sheet via an automation in your MailBlue account.
You can choose to use both options, but separately is also possible.
Both options add a tag to your contacts: 'google-sheets-integration'.
Importing contacts from Google Sheets
With this option, new contacts are added to your MailBlue account. Each contact will then have a tag added to their contact profile.
Please note: the contacts are not automatically added to a list.
How does the synchronization work?
The synchronization is performed every 30 minutes. When configuring, you can choose one of the following options:
- Import contacts and import new contacts in the future
- Import contacts and do not import new contacts in the future
Once your contacts are synchronized, they are not automatically updated. You can use the 'restart' button to synchronize updates about your contacts. This button is available on the internal Google Sheets app page (after the integration is linked).
After clicking the button, new updates are scanned every half hour. The new updates are then applied immediately.
Field mapping
htmlThe integration does not import new custom fields. Before creating this integration, it is important that you first create all custom fields that you have used in your Google Sheets in your MailBlue account as well. You can then link the custom fields to the fields in your Google Spreadsheet.
Please note: it is not possible to import deal or account fields.
Exporting Contacts to Google Sheets
How does the integration work?
To create the integration, you need to have a Google account and a MailBlue subscription. You need to grant access to your Google Spreadsheets and MailBlue automations.
Good to know:
- This is a one-way integration that pushes contact details from the MailBlue account to a Google Spreadsheet sheet. The integration does not share data from Google Spreadsheets to your MailBlue account.
- You can link as many Google accounts to your MailBlue account as you want.
- You can only use one Google Spreadsheet per automation action 'Create a row'.
- Only contact fields can be synchronised with the Google Spreadsheet. This includes the standard and custom contact fields in MailBlue.
- Only contacts that reach the 'Create a row' action in an automation will be added to the connected Google Spreadsheet.
- Every user in the account with access to the automation also has access to a connected Google account and can add rows to a Google Spreadsheet in that account.
How do I create the integration?
- Go to the bottom left to 'Apps' in your MailBlue account and search for Google Sheets.
- Click on the software and navigate to the blue 'Import Contacts' button in the top right corner.
- Select the Google account you want to grant access to MailBlue and click on 'Connect'.
You will see a notification that your Google Account has been linked. You still need to select a spreadsheet, and then your account will be fully linked. If you wish to disconnect the connection, you can also do so on this page.
How do I use the integration?
Once you have successfully created the integration, you can use the 'Create a row' action in Google Sheets for your automations. This is located under the 'CX Apps' section of all automation actions. Click on the action and drag it to your automation.
- A dialog box 'Create a row' will open. Click on the 'Connect' button.
- A list of Google accounts you have access to will appear. Click on the Google account you would like to connect to MailBlue.
- Choose the Google Spreadsheet you want to update, as well as the sheet name. Click on the dropdown for both items and then click on the spreadsheet name and sheet name. Then click on the 'Continue' button.
Good to know: if you don't see the spreadsheet you want to update in the list, you can type the name in the field and click on it to select.
For the next step, you need to assign contact fields in your MailBlue account to columns in the Google Spreadsheet, so that this information matches.
Please note: column names (if used) will not be displayed in the 'Select a field' list. Instead, you will see for example: Column A, Column B, etc.
You can optionally assign additional fields. Click on 'Add field mapping' and match the MailBlue field to the desired Google Spreadsheet column. If you do not want to assign a specific field, you can click on the 'X' cross icon.
Once you have finished assigning the fields, click on the 'Finish' button. The 'Create a row' action will be added to your MailBlue automation.
Please note: the names of the tabs within a Google Spreadsheet must not contain double dots. This will prevent the synchronization from processing. However, it is possible to use punctuation marks such as '>' or '[ ]'.
How can I unlink the integration?
There are a few options to unlink the integration with Google Spreadsheets. Once the link is broken, the information will no longer be synchronised. Previously synchronised information will remain visible in your MailBlue account and/or Google Spreadsheet.
Stop importing contacts to MailBlue
When you unlink the Google Spreadsheet, the Google account is still linked to the MailBlue account. Once the sheet is unlinked, all import synchronisations will be stopped.
- Click on 'Apps > Connected apps' in the left menu
- Click on 'Google Spreadsheet' to open it
- Click on the 'Import' tab
- Click on the underscore at the bottom for the import you want to stop
- Click on the 'Delete import' option
Stop adding contacts to the Google Spreadsheet
You can prevent contacts from being synchronised with your Google Spreadsheet. You can remove the action 'add to a Google Spreadsheet' from the automation for this purpose.
Please note: keep in mind that the Google account is still linked to MailBlue.
Disconnecting MailBlue and Google
You can disconnect your Google account from MailBlue to stop any synchronisations.
- Click on 'Apps > Connected apps' in the left menu
- Click on the app 'Google Spreadsheet'
- Click on the 'Disconnect' button in the new window.
Your Google account is now disconnected from MailBlue. You will receive a confirmation on the internal Google Sheets app page.