How to export ForceManager accounts in a Google Sheets

It can be useful to export your ForceManager accounts data in a spreadsheet for doing data verifications or eventually used that data to import it in other applications like a marketing tool. Via Google Sheets and Zapier you can easily setup a process that will allow you to fill a spreadsheet when a new account is added to ForceManager.

So let’s get started!

Create a spreadsheet in Google

Follow these steps to setup the spreadsheet that will be used for this integration.

Step 1: Create spreadsheet

There are 3 ways to create a new spreadsheet in Google Sheets:

1. Click the red “NEW” button on your Google Drive dashboard and select “Google Sheets”
2. Open the menu from within a spreadsheet and select “File > New Spreadsheet”
3. Click “Blank” or select a template on the Google Sheetshomepage

This will create a new blank spreadsheet.

Rename it with “ForceManager accounts” clicking on the file name on the top left of the page.

Step 2: Add a header to the worksheet

In the first row start adding column by column the names of the fields you would like to report from ForceManager to Google Sheets. For example the account name, email and phone.

The file is automatically saved and it is ready to be used within Zapier.

Connect your spreadsheet to ForceManager

Zapier allows you to create zaps to connect 2 or more apps and do an automatic task continuously. And the zap requires a trigger to perform a specific action.

In our case, the trigger is when someone creates a ForceManager account.

So go to the Zapier website and log in to your account. In case you don’t have a Zapier account, you can create one for free.

Step 1: Create the zap

To create a new zap, click on the Make a Zap! button present at the top-right corner. This will open up a new page to start the configuration wizard.

The process of creating a zap is divided into two parts. First, you need to set up ForceManager as the trigger app and then, you’ll have to configure Google Sheets as the action app.

Let’s proceed to the next step to start the process!

Step 2: configure ForceManager as the trigger app

The first thing you need to do is searching for ForceManager using the Search apps… box in the App Event box. Once ForceManager is presented, click on it to go to the next step.

You’ll have to choose a trigger event now. Select the New Account one.

Click on Continue.

In the next step, you’ll have to connect Zapier to your ForceManager account. To do that, click on Choose an account… dropdown menu and then on +Connect a new account button to start the process.

This will open up a popup window and will ask you to enter the API keys. If you don’t have ones, Go to settings > integrations > API key management inside the ForceManager web app to find your API keys.

Once done, click on the Yes, Continue button to give permission to Zapier to access your ForceManager account and perform different actions.

Click on Continue once you have prompted back to the Zapier zap creation webpage.

To test the connection between ForceManager and Zapier, you can click on the Test trigger button. If you get a success message, then click on Continue to proceed.

Step 2: configure Google Sheets as the action app

In the previous step, we have seen how to configuring ForceManager as the trigger app. It’s time to set up Google Sheets as our action app.

Again, the first thing you need to do is searching for Google Sheets using the Search apps… box in the App Event box. Once Google Sheets is presented, click on it to go to the next step.

You’ll have to choose an action event now. Select the Create Spreadsheet Row one.

Click on Continue.

In the next step, you’ll have to connect Zapier to your Google Sheets account. To do that, click on Choose an account… dropdown menu and then on +Connect a new account button to start the process.

This will open up a popup window and will ask you to select the Google account you want to connect to Zapier. Once selected, click on the Consent button that will allow Zapier to access your Google account.

Click on Continue once you have prompted back to the Zapier zap creation webpage.

Now it is time to set up your action. Select the spreadsheet previously created and the only worksheet currently present. Then, the header of the sheet will appear.

Now you have to map your ForceManager fields with the headers of the spreadsheet file.

Once you made it, click on Continue.

Now you have to test the connection between Google Sheet and Zapier, so click on the Test & Continue button.

If you get a success message, then you can finally turn your zap on clicking on the Turn on Zap button. Also, you can give your Zap the name of your choice.

That’s all! You’ve successfully connected ForceManager and Google Sheets to export newly created ForceManager account in a spreadsheet.