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Automate Requests with a Google Sheet Integration

Connect a Google Sheet to your GatherUp location so that every customer you add to the sheet is imported automatically and sent a review request.

Summary

Connect a Google Sheet to your GatherUp location so that every customer you add to the sheet is imported automatically and sent a review request. The integration creates a spreadsheet for you, syncs new rows every hour, and lets you choose how and when requests go out — all without leaving your Google Drive.

Prerequisites

  • A GatherUp location you can manage.
  • A Google account to own the connected spreadsheet.
  • Permission to connect integrations for the location.

Set up the integration

  1. Sign in to your GatherUp account and select the location you want to connect. Then choose Integrations from the left-hand navigation.
  2. Find the Google Sheets card and click Connect. A short setup wizard opens with four steps: Google account, Name, Review requests, and Confirm & activate.

Step 1 — Choose a Google account

Select the Google account that will own the spreadsheet, or click Add a new Google account to connect one. If an account shows Authorization expired, re-authorize it before continuing.

GatherUp only accesses spreadsheets this integration creates — the rest of your Drive stays private. Click Next when you're ready.

Step 2 — Name the integration and spreadsheet

  • Integration name — how this connection appears on your Integrations page, so you can tell multiple connections apart (up to 100 characters).
  • Spreadsheet name — the name of the Google Sheet created in your Drive (up to 100 characters).

Set the spreadsheet name carefully: it cannot be renamed here after the sheet is created. Click Next.

Step 3 — Choose review request settings

These settings control how customers added to the sheet receive requests. They are pre-filled with the location's default settings, which you can override.

  • Send requests via — Email, Text message, or Email & text message.
  • When to send:
  • Send immediately — requests go out as soon as a customer is added to the sheet.
  • Send at a scheduled time — new customers are queued and requests go out daily at the time and timezone you choose.
  • Import only — customers are added to your request sequence and follow the location's existing send settings.

Click Create sheet. GatherUp creates the spreadsheet in the connected Google Drive and moves to the final step.

Step 4 — Confirm and activate

Your spreadsheet is now ready. Review the summary of your settings, then click Activate Integration to finish. Once activated, the integration begins syncing and the Google Sheets card on the Integrations page shows an Active status.

Add customers to the sheet

Open the spreadsheet from your Google Drive (or from the integration card in GatherUp) and add one customer per row. The sheet includes these columns:

  • First Name
  • Last Name
  • Email
  • Phone
  • Job ID
  • Custom ID
  • Tags
  • Customer Added (locked)
  • Error (locked)

Each customer must have a First Name, a Last Name, and at least one of Email or Phone.

New rows are imported automatically every hour. After a row is processed, the sync writes the result back to the two locked columns: Customer Added confirms the customer was imported, and Error explains why a row could not be imported. Do not edit the locked columns, the column headers, or the sheet tab name — Google will warn you with a “Heads up!” message if you try to change protected content.

Manage the integration

From the Google Sheets card on the Integrations page you can see the connection's health, including its last sync, the number of customers imported, and any errors. Three actions are available:

  • Edit — rename the integration or change how requests are sent to imported customers. Changes take effect on the next sync.
  • Replace — swap the connected sheet or Google account.
  • Remove — disconnect the integration.

Troubleshooting

A row didn't import. Check the Error column in the sheet. For example, “Email or phone is required” means the row is missing contact information. Fix the row in place and it will be picked up on the next hourly sync.

The card shows “Needs attention.” This means access to the connected Google account has expired, so customers are no longer being added. Click Re-authenticate on the Google Sheets card to restore access and resume syncing.

A request hasn't sent yet. Rows import once per hour, and requests then follow the When to send setting you chose during setup (immediately, at your scheduled daily time, or per the location's existing send settings for Import only).