Please login to your account first
Don't have an account? Register Now
Sync your client data from Google Sheet
User
user@email.com
Important Notice
Paste your public Google Sheet link (ensure it's set to "Anyone with the link can view")
Upload Options
Replace Existing Data
Delete all existing client records and replace with new data
Merge Data (by Policy Number)
Records with same policy number will be updated, new policy numbers will be added
Append Records
Keep existing data and only add new records (may create duplicates)
Please remember to change your Google Sheet back to "Restricted" to protect your data