📊

Setting Up Google Sheets Sync

Connect your topsheet to Google Sheets

Google Sheets Integration

Use Google Sheets to keep a live copy of envelope activity outside Olivine.

Connect Your Google Account

1. Go to SettingsIntegrations

2. Click Connect Google Sheets

3. Complete the OAuth flow

Link to an Envelope

1. Go to your envelope's Sync Settings tab

2. Set Sync Destination to Google Sheets only (or Both)

3. Paste the Sheet URL or Sheet ID

4. Set the tab name (default is Receipts)

5. Click Save Settings

How Sync Works

  • Receipts are queued for sync when processed/resolved
  • The worker processes sync jobs in the background
  • Sheet updates are one-way from Olivine to Google Sheets

Sheet Structure

Columns come from the envelope's topsheet mapping and include core fields such as:

  • Date
  • Vendor
  • Account code/description
  • Amount
  • Submitted by
  • Receipt link

Troubleshooting

"Sync Failed" Error:

1. Check your Google connection in Settings

2. Verify the Sheet ID is correct

3. Verify the connected Google account has edit access

4. Try disconnecting and reconnecting

Changes Not Appearing:
  • Give the sync queue time to process
  • Confirm sync is enabled on that envelope
  • Check the envelope Sync Status for recent errors

Was this article helpful?