Setting Up Google Sheets Sync

Google Sheets Integration

Sync your topsheet to Google Sheets for real-time updates and collaboration.

Connect Your Google Account

1. Go to Settings → Integrations

2. Click Connect Google Sheets

3. Sign in with your Google account

4. Grant Olivine permission to create/edit spreadsheets

Link to an Envelope

1. Go to your envelope's Sync Settings tab

2. For Destination, select Google Sheets

3. Either:

- Create New Sheet: We'll create a fresh spreadsheet - Use Existing: Paste a Google Sheets URL

How Sync Works

• Immediate: New receipts appear within seconds

• Automatic: No manual export needed

• Two-Way: Edits in the dashboard sync to Sheets

Sheet Structure

Your topsheet includes these columns:

• Date

• Vendor

• Amount

• Budget Line Code

• Budget Line Description

• Crew Member

• Status

• Receipt Image Link

Troubleshooting

"Sync Failed" Error:

1. Check your Google connection in Settings

2. Verify you have edit access to the sheet

3. Try disconnecting and reconnecting

Changes Not Appearing:

• Allow up to 30 seconds for sync

• Refresh the Google Sheet

• Check if the receipt is approved in Olivine