Google Sheets Integration

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What it will do

The Google Sheets integration lets you export CRM data to spreadsheets and optionally keep them in sync, giving you the flexibility of spreadsheets with the power of a CRM.

Planned features

One-click export: export any HARi view to a Google Sheet with column headers and formatting
Scheduled sync: keep a Google Sheet updated automatically (hourly, daily, or weekly)
Two-way sync: edit data in Google Sheets and have changes reflected in HARi
Template sheets: pre-formatted spreadsheets for common reports (pipeline, forecast, contact list)

How it will work

Go to Settings > Integrations > Google Sheets
Click Connect with Google
Choose a view to export (e.g., “All Opportunities” or “Contacts in Hong Kong”)
Select sync frequency
HARi creates and maintains the Google Sheet

Current alternative: Google Sheets via Zapier

Connect Google Sheets and HARi today using Zapier:

Export new records to a sheet:

Trigger: HARi webhook when a record is created
Action: Google Sheets “Create Row”
Map HARi fields to sheet columns

Import from a sheet:

Trigger: Google Sheets “New Row”
Action: POST to HARi API to create a record

Scheduled data dump:

Trigger: Zapier Schedule (daily)
Action: GET from HARi API, then write rows to Google Sheets

What data will sync

Direction	Data
HARi to Sheets	Records from any entity, filtered by view
Sheets to HARi	New or updated rows (via Zapier)

Use cases

Board reports: auto-updated spreadsheet with pipeline value, win rate, and revenue by month
Partner data sharing: share a read-only Google Sheet with partners instead of giving CRM access
Bulk editing: export contacts to a sheet, clean up data in bulk, re-import to HARi
Custom analysis: use Google Sheets formulas and pivot tables on your CRM data

Request early access

Want to be notified when the Google Sheets integration launches? Contact us to join the early access list.