Editing contracts using Google Sheets can often be a more straightforward approach in certain situations.
For instance, google sheet provides a versatile platform for effectively managing a range of internally controlled contracts within an organization. By utilizing spreadsheet functionality, users can easily organize, track, and modify contract details in a structured manner.
Perform the following steps for Google Sheets integration:
- Copy the following Google sheet template:
- Change the data in Sheet 1 and download it as CSV.
- Now import the file using generic CSV import in Zomentum Connect and note the import inbox address. Please check the attached video for your reference.
- Navigate to extensions > Apps script.
- Place the recipient's address to the Import inbox address obtained from Zomentum Connect in Step 3.
- After updating the sheet, you can send the information directly to Zomentum Connect from the menu.
Note: Please whitelist the import inbox address configure--> Settings--> Inbound mails