Google Sheets Integration Guide

Live two-way synchronization with Google Sheets. Update balances in your spreadsheet and see them instantly in DyerPay—no uploads, no manual imports.

Real-Time
Live Synchronization
Two-Way
Bidirectional Updates
Automated
Zero Manual Work

Perfect for Existing Spreadsheet Users

Keep using your existing Google Sheets workflow while automatically syncing with DyerPay. No need to change how you work.

View Integration Examples →

Key Features

Live Two-Way Sync

Changes in Google Sheets automatically update DyerPay balances, and payments in DyerPay update your sheet.

Custom Column Mapping

Use your existing column names. DyerPay's field mapper connects your spreadsheet columns to balance fields.

Secure OAuth Integration

Connect via Google OAuth—DyerPay never sees your Google password. Revoke access anytime from your Google account.

Automatic Payment Recording

When someone pays through DyerPay, their balance in your Google Sheet updates automatically.

Conflict Resolution

Smart conflict handling ensures data integrity when multiple team members edit simultaneously.

Granular Permissions

Control which team members can sync sheets, with admin-level permission management.

Getting Started

1

Connect Your Google Account

In your DyerPay dashboard, go to Settings → Integrations → Google Sheets and click "Connect Google Account" to authenticate via OAuth.

Note: You'll need a Google Workspace or personal Google account with access to Google Sheets.

2

Prepare Your Google Sheet

Create or use an existing Google Sheet with your balance data. Make sure it has a header row with column names.

Example Structure:

Account NumberFirst NameLast NameBalanceDue Date
12345JohnSmith$234.562024-03-15
3

Link Your Sheet to Your Report

Select your report in DyerPay, then connect your Google Sheet by entering the Sheet URL or selecting from your available sheets.

4

Map Your Columns

Use the Field Mapping Wizard to connect your Google Sheets columns to DyerPay balance fields.

"Account Number" → account_number
"Balance" → remaining_cents
"Due Date" → due_date
"First Name" → first_name
5

Enable Sync & Test

Enable synchronization and run a test sync to verify everything works. DyerPay will import your existing data and start monitoring for changes.

How Synchronization Works

Google Sheets → DyerPay

When you edit cells in your Google Sheet:

  • DyerPay detects the change within seconds
  • Balance updates or new records are created
  • Pay pages immediately reflect new balances

DyerPay → Google Sheets

When a payment is made in DyerPay:

  • Balance automatically reduces in DyerPay
  • Google Sheet row updates to match
  • Entire team sees updated balance instantly

Automatic Conflict Resolution: If both systems are edited simultaneously, DyerPay intelligently merges changes while preserving data integrity.

Supported Data Formats

Date Formats

2024-01-15 (ISO - recommended)
01/15/2024 (US format)
Google Sheets Date format

Currency Formats

234.56 (plain numbers)
$234.56 (with dollar sign)
Google Sheets Currency format

Security & Permissions

DyerPay's Google Sheets integration is built with enterprise-grade security and granular access controls:

OAuth 2.0 Security

  • No Password Storage: DyerPay never sees your Google password
  • Revocable Access: Disconnect anytime from your Google account settings
  • Encrypted Tokens: All access tokens are encrypted at rest

Team Access Control

  • Admin Control: Only admins can connect Google Sheets
  • Per-Report Permissions: Different sheets for different reports
  • Audit Trail: All sync activity is logged and traceable

Enterprise Ready: PCI DSS and SOC 2 compliant with comprehensive insurance coverage. Your data is protected end-to-end.

Best Practices

Do This

  • ✓ Use consistent column names
  • ✓ Keep header row at the top
  • ✓ Use ISO date format (YYYY-MM-DD)
  • ✓ Test sync with sample data first
  • ✓ Monitor sync logs regularly
  • ✓ Set up sheet backups

Avoid This

  • ✗ Don't change column names after mapping
  • ✗ Don't delete or move header row
  • ✗ Don't use merged cells in data area
  • ✗ Don't store formulas in mapped columns
  • ✗ Don't share sheet with untrusted users
  • ✗ Don't exceed 10,000 rows per sheet

Google Sheets vs Other Integration Methods

FeatureGoogle SheetsCSV ImportAPI
Real-time sync
Two-way updates
Technical skill requiredNoneBasicDeveloper
Setup time5 min2 min1-4 hours
Collaborative editingCustom

Best for: Teams already using Google Sheets who want real-time sync without changing their workflow

Frequently Asked Questions

How quickly does sync happen?

Changes typically sync within 5-10 seconds. DyerPay uses Google's push notifications for near-instant updates.

Can I use one Google Sheet for multiple reports?

No, each report must have its own Google Sheet. This ensures data isolation and prevents accidental cross-report updates.

What happens if my Google Sheet is deleted?

Sync will stop and you'll be notified. Your data in DyerPay remains intact. You can reconnect a new sheet at any time.

Can multiple people edit the sheet simultaneously?

Yes! DyerPay handles concurrent edits gracefully with intelligent conflict resolution. All team members' changes are preserved.

Is there a limit to how many rows I can sync?

We recommend keeping sheets under 10,000 rows for optimal performance. For larger datasets, consider using the API or multiple sheets.

Can I use Google Sheets formulas?

Yes, but only in columns not mapped to DyerPay fields. Mapped columns should contain direct values, not formulas.

Ready to Connect Your Google Sheet?

Start syncing your balance data in minutes. No technical skills required—just connect and map your columns.

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