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Import contacts or vendors from Google Sheets

Connect a specific Google Sheet, map its columns, and return to the saved source to sync again.

For planners · Imports and files

How to do it

These steps are for PlanWell on the web.

  1. Open Clients → Contacts or Workspace → Vendors and choose Import. When available, choose Private Google Sheet under Google Workspace and approve read-only spreadsheet access. After returning, reopen Import if needed.
  2. Paste the Google Sheets link, optionally enter a Range, and choose Review sheet.
  3. Map the columns and review the sample, then choose Import followed by the contact or vendor count. To sync again, open Import, select the saved source under Connected sheets, review it, and choose Sync followed by the record count.

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