> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uservox.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add a Google Sheet for the Realtime Lead Update

## Step 1: Connect Your Google Sheet

### UI Reference

<Frame>
  <img src="https://mintcdn.com/uservox/09LnbPb63JwvVaBf/images/Screenshot-2026-04-07-at-3.29.18-PM.png?fit=max&auto=format&n=09LnbPb63JwvVaBf&q=85&s=6a199e8643dc923dddfe7c4b1b2b773a" alt="Screenshot 2026 04 07 At 3 29 18 PM" width="2628" height="1636" data-path="images/Screenshot-2026-04-07-at-3.29.18-PM.png" />
</Frame>

***

### Steps:

1. Open your Google Sheet
2. Click **“Share”**
3. Add:
   ```text theme={null}
   uservox@uservox.iam.gserviceaccount.com
   ```
4. Give **Editor access**
5. Click **Send**\\

<Frame>
  <img src="https://mintcdn.com/uservox/09LnbPb63JwvVaBf/images/Screenshot-2026-04-07-at-5.59.22-PM-1.png?fit=max&auto=format&n=09LnbPb63JwvVaBf&q=85&s=98f26f5a77e8458893736bc497807eae" alt="Screenshot 2026 04 07 At 5 59 22 PM 1" width="1592" height="1626" data-path="images/Screenshot-2026-04-07-at-5.59.22-PM-1.png" />
</Frame>

***

### In UserVox:

* Enter **Integration Name**
* Paste **Google Sheet URL / ID**
* Select **Sheet Name**
* Click **Test Access**\\

✅ You should see: **“Sheet access verified!”**

***

## Step 2: Choose Integration Mode

<Frame>
  <img src="https://mintcdn.com/uservox/09LnbPb63JwvVaBf/images/Screenshot-2026-04-07-at-5.59.29-PM.png?fit=max&auto=format&n=09LnbPb63JwvVaBf&q=85&s=8b63472bd08bc0b3dce33fcfb1c0e7ff" alt="Screenshot 2026 04 07 At 5 59 29 PM" width="1576" height="1824" data-path="images/Screenshot-2026-04-07-at-5.59.29-PM.png" />
</Frame>

### 1. Standard Mode (Bidirectional Sync)

**Best for:** CRM / Active workflows

**Features:**

* Read leads from sheet
* Update status back
* Add comments & disposition
* Push call recordings\\

### 2. Write-Only Mode (One-Way Sync)

**Best for:** Reporting / Analytics

**Features:**

* Writes only final outcomes
* Does not touch source sheet
* Creates separate reporting sheet\\

***

### Configuration:

* Sheet Name Template:
  ```text theme={null}
  Concluded Leads {date}
  ```
* Enable **Auto-create daily sheets** if needed

***

## Step 3: Column Mapping

<Frame>
  <img src="https://mintcdn.com/uservox/09LnbPb63JwvVaBf/images/Screenshot-2026-04-07-at-6.01.48-PM.png?fit=max&auto=format&n=09LnbPb63JwvVaBf&q=85&s=9eda36add0442943c6083139c1ee17ce" alt="Screenshot 2026 04 07 At 6 01 48 PM" width="1586" height="1192" data-path="images/Screenshot-2026-04-07-at-6.01.48-PM.png" />
</Frame>

* Shows mapping of sheet columns → UserVox variables\\

***

### Example Mapping:

| Google Sheet Column                | UserVox Variable                   |
| :--------------------------------- | :--------------------------------- |
| user\_reason\_for\_not\_interested | user\_reason\_for\_not\_interested |
| Complaint                          | Complaint                          |
| listingCity                        | listingCity                        |
| summaryPoints                      | summaryPoints                      |

***

### Notes:

* Names should match exactly
* Custom variables are allowed
  Keep naming consistent\\

***

## Step 4: Process Selection

Select where integration applies:

* Calling Campaigns
* Sales Flows
* Verification Calls
* Collections\\
* \\
