


You cannot use a column for more than one field in Streak. Check Step 2: Prepare your Google Sheets data to reference the appropriate formatting.Ĭhoose Your Box Columns – Map your Pipeline columns to your Google Sheets columns. Make sure that your Pipeline has the appropriate custom columns (i.e., Freeform, Date, Checkbox, Dropdown, & Tag) that you want to import data into. Otherwise, add the data you're looking to import into the sheet by following Steps 2-4.Ĭhoose Your Pipeline – Choose a Pipeline you would like to import into. Streak will guide you through these steps:Īdd your data to Sheets – If your sheet already has the data you need, you can continue to the next step. Once installed, hover over “Streak CRM Importer” under the "Extensions" tab and click “Start Importing”.
