Google Sheets Import

Import contacts directly from Google Sheets into your CRM.

Import contacts directly from any Google Sheet without downloading or converting files. The extension reads your spreadsheet data and maps it to Consuelo contacts.

How It Works

The Google Sheets integration:

1. Detects when you’re viewing a Google Sheet
2. Reads the spreadsheet data directly
3. Maps columns to Consuelo contact fields
4. Imports contacts to your CRM

No CSV export required — import happens in-place.

Prerequisites

Before importing:

• Google Sheets access — You must be logged into a Google account with view access to the sheet
• Permission grant — The extension requests Google Sheets permission on first use
• Valid data — Sheet must have headers and at least one row of data

Initiating Import

From the Extension

1. Open a Google Sheet in Chrome
2. Click the Consuelo icon
3. Go to the Contacts tab
4. Click Import from Sheets

From the Side Panel

1. With a Google Sheet open, open the Consuelo side panel
2. Go to Contacts tab
3. Click Import from Sheets button

The import button appears automatically when a Google Sheet is detected in the active tab.

Permission Grant

On first use, Chrome prompts for Google Sheets permission:

1. A dialog appears: “Consuelo wants to read your data on docs.google.com”
2. Click Allow to proceed
3. Permission is remembered for future imports

You only grant this once per browser profile.

Column Mapping

The import flow shows a mapping interface:

Detected Columns

The extension reads your sheet’s header row and shows:

• Column letter (A, B, C, etc.)
• Column name (from header row)
• Sample data (first few rows)

Consuelo Fields

Map each column to a Consuelo contact field:

Consuelo Field	Required	Accepts
Name	Yes	Text
Phone	Yes	Phone number in any format
Email	No	Email address
Company	No	Text
Notes	No	Text
Tags	No	Comma-separated values

Mapping Process

1. Auto-detect — The system tries to match columns automatically
2. Manual adjustment — Click a column to change its mapping
3. Skip columns — Unmapped columns are ignored

Validation

Before import, the system validates:

• Required fields — Name and Phone must be mapped
• Data preview — Shows first 5 rows with mapped data
• Errors highlighted — Invalid data shown in red

Import Preview

The preview shows:

Column	Content
Row #	Spreadsheet row number
Name	Value from mapped Name column
Phone	Value from mapped Phone column
Email	Value from mapped Email column (if mapped)
Status	Valid, Warning, or Error

Status Indicators

• Valid — Data looks good, will import
• Warning — Data might have issues (e.g., unusual phone format)
• Error — Data is invalid (e.g., missing required field)

Rows with errors are skipped during import.

Completing Import

Start Import

Click Import to begin:

1. The system processes each row
2. Contacts are created in your CRM
3. Progress bar shows completion
4. Results appear when done

Import Results

After import, you see:

Result	Description
Imported	Successfully created contacts
Skipped (duplicate)	Phone number already exists in your CRM
Skipped (error)	Invalid data prevented import
Total processed	All rows from the sheet

Handling Duplicates

If a phone number already exists:

• The existing contact is not modified
• The new row is skipped
• You see a count of duplicates in results

To update existing contacts, use the web app’s import feature with the “update existing” option.

Supported Data Formats

Phone Numbers

The system accepts various phone formats:

Format	Example
E.164	[phone]
National	[phone]
Digits only	5551234567
With extension	555-123-4567 x123

All formats are normalized to E.164 for consistency.

Email Addresses

Standard email format: [e-mail]

Tags

Enter tags as comma-separated:

• prospect, enterprise, Q1 → Creates 3 tags
• Trailing/leading spaces are trimmed
• Tags are case-insensitive

Sheet Requirements

Header Row

• Must be the first row of data
• Each column should have a header
• Empty headers are ignored

Data Rows

• Start immediately after the header row
• Empty rows are skipped
• Hidden rows are still processed

Sheet Size

• Maximum 10,000 rows per import
• Large sheets may take several minutes
• Progress is shown during import

Troubleshooting

”No data detected”

• Ensure the sheet has a header row
• Check that data starts in row 2
• Verify you have view access to the sheet

”Permission denied”

• Re-grant Google Sheets permission:
  1. Click the lock icon in the address bar
  2. Reset permissions for docs.google.com
  3. Reload the sheet and try again

Import stops partway

• Check your network connection
• Large imports may timeout — try smaller batches
• Refresh and retry

Wrong columns detected

• Use manual mapping to correct
• Ensure header row is the first row
• Avoid merged cells in headers

Security & Privacy

Data Access

• The extension reads data only from the active sheet
• Data is sent to Consuelo servers via encrypted API
• Sheet data is not stored after import completes

Permissions

• Google Sheets permission is requested only on first use
• You can revoke permission in Chrome settings
• Permission is scoped to docs.google.com only

Audit Trail

• Each import is logged with timestamp
• Imported contacts show “Imported from Sheets” in their notes
• You can see import history in the web app

Related

• Contact Management — Managing imported contacts
• Getting Started — Quick import guide