How To Send Sheetify CRM Sales To Sheetify Bookkeeping?

Attention all Sheetify users!

Have you been looking for a way to send your Sheetify CRM sales revenue to Sheetify Bookkeeping automatically? Well, thanks to Sheetify Flow, you can!

And if you’re using both Sheetify CRM and Sheetify Bookkeeping, you’ll be happy to know that connecting the two is easier than you might think.

All you need is Sheetify Flow, a free Google Workspace add-on that connects your Google Sheets business templates together to keep your data in perfect sync.

And get this: Once it’s set up, every completed sale in your CRM automatically appears in your Sheetify Bookkeeping income sheet!

Here’s how you can automate your sales data with Sheetify Flow:

1. Install Sheetify Flow. 
2. Connect your CRM and Bookkeeping templates to Sheetify Flow.
3. Turn on Sheetify CRM automations.
4. Trigger the automation flow.
5. Confirm the data in Sheetify Bookkeeping.

Let’s take a deeper look at how you can use Sheetify Flow to connect and automate your sales data between Sheetify CRM and Sheetify Bookkeeping.

For an in-depth visual guide on this process, check out this step-by-step tutorial. 

Here’s exactly how you can get your sales flowing seamlessly from Sheetify CRM to Sheetify Bookkeeping.

Before you can start automatically sending your Sheetify CRM sales to Sheetify Bookkeeping, you must install Sheetify Flow. To do this:

Inside your Sheetify CRM or Bookkeeping Google Sheet template, click the arrow on the lower right-hand side to open the add-on sidebar.

1. Click the ‘+’ icon (Get add-ons).
2. In the search bar, type ‘Sheetify Flow.’
3. Click ‘Install.’
4. Select the Google account connected to your Sheetify toolkits and click ‘Continue.’
5. Click ‘Allow’ to approve the permissions (this lets Sheetify Flow automate data between your sheets.)
6. Once installed, head to ‘Extensions → Sheetify Flow → Show sidebar’ to bring up the Sheetify Flow sidebar (you may have to refresh your sheet to see this).

Tip: After you’ve installed Sheetify Flow, pin the Sheetify Flow sidebar so you can quickly find it!

1. Once you’ve installed Sheetify Flow, you must connect it to your Sheetify Google Sheets templates! To do this: 
2. Go back to the Sheetify Flow sidebar and click ‘Settings’.
3. You’ll then see the ‘Sheetify CRM URL’ and ‘Sheetify Bookkeeping URL’ fields.
4. Copy the full URL from your CRM Google Sheet and paste it into the CRM field.
5. Do the same for your Bookkeeping template inside the Bookkeeping field.
6. Click ‘Save URLs’.

Tip: You only need to complete this setup process once! 

Now that you’ve connected Sheetify Flow to your Google Sheets templates, the next step is to switch on the automation that sends completed sales to Bookkeeping. To do this:

1. In the Sheetify Flow sidebar, scroll down to the ‘Automation’ section.
2. Click ‘Activate CRM’.
3. This will take you to the automations page.
4. Click ‘Enable’ on the ‘Completed transactions to bookkeeping’ automation.

Once activated, whenever you mark a sale as ‘Completed’ in your CRM template, it will automatically update inside the ‘Income’ sheet within Sheetify Bookkeeping.

Here’s how you can do that:

1. Go to the ‘Transactions’ sheet inside your Sheetify CRM template.
2. Ensure the sale or order details are correct.
3. When the sale/order has been completed, change the Transaction status to ‘Completed.’
4. As soon as you do this, the automation kicks in, sending the transaction straight to your Sheetify CRM Bookkeeping ‘Income’ sheet!

Essentially, Sheetify Flow detects the status change and automatically transfers the data, so you never have to copy that data across manually again.

The final step is to make sure your sales data has been transferred to Sheetify Bookkeeping correctly. To do this:

1. Open your Sheetify Bookkeeping template.
2. Click the ‘Income’ sheet.
3. The transaction date (the date you triggered the automation).
4. Transaction ID.
5. Product or service name.
6. Sales amount.

Once the data’s inside Sheetify Bookkeeping, you can reconcile it as usual.

And that’s all it takes! By following the steps below, you’ve successfully automated your sales tracking workflow.

All without any extra software or time-consuming manual copying.

By connecting Sheetify CRM and Sheetify Bookkeeping with Sheetify Flow, you’ve streamlined one of the most repetitive admin tasks for small businesses!

From now on, your sales data will move smoothly between your systems, giving you more time to focus on growth (and less time double-checking spreadsheets).

Pretty impressive, right?

Read more: Top 5 Sheetify Bookkeeping features for small business.

Okay, so we’ve talked about how you can easily send Sheetify CRM sales transactions to Sheetify Bookkeeping using Sheetify Flow, but what else can Sheetify Flow do?

Basically, it comes with five built-in automations that instantly sync anything from your sales, expenses, projects, and tasks between your Sheetify business toolkits.

Once set up, all you have to do is mark something as ‘Completed’ or ‘Received’, and Sheetify Flow instantly begins sending the data to the right place for you.

That’s it. No juggling between sheets, no extra clicks, and no manual updates ever again.

The five current Sheetify Flow automations are as follows:

As soon as you mark a transaction as ‘Completed’ in Sheetify CRM, it’s automatically added to the Income sheet inside Sheetify Bookkeeping. Instant revenue tracking done!

When you flag a purchase as ‘Received’ in Sheetify CRM, it’s sent directly to your Expenses sheet in Sheetify Bookkeeping, keeping your costs up to date instantly.

Finish a sale? Mark it as ‘Completed’, and Sheetify Flow will create a brand-new project entry inside Sheetify Projects.

Once you mark a project as ‘Completed’, any associated costs are pushed to your Expenses sheet in Sheetify Bookkeeping, keeping your finances complete and current.

Even individual tasks get synced! Mark a task as ‘Completed’, and its related costs are logged automatically in your Sheetify Bookkeeping Expenses sheet.

Please note that enabling both the ‘Completed Projects → Bookkeeping’ and ‘Completed Tasks → Bookkeeping’ automations simultaneously may result in duplicates.

So, to maintain clean and accurate records, I suggest only activating one of these two automations.

Find out more about Sheetify Flow automations here. 

What is Sheetify Flow?

Sheetify Flow is essentially the glue that connects your Sheetify toolkits (Sheetify CRM, Bookkeeping, and Projects) into one seamless, automated system inside Google Sheets.

This is what Sheetify users have been waiting for!

With Sheetify Flow activated, there’s no more juggling endless tabs or manually copying data between spreadsheets.

Sheetify Flow handles all the behind-the-scenes work for you completely free of charge.

Whenever something changes in one toolkit, the add-on instantly updates the matching data in the others, keeping everything perfectly aligned.

With five built-in automation triggers (and more on the way), Sheetify Flow streamlines your workflow, minimizes errors, and saves you hours of manual admin.

Think of it as your invisible operations assistant that quietly works in the background to keep your business organized, synced, and running effortlessly!

So, if you’re ready to simplify your workflow, install Sheetify Flow now and experience a smarter, faster way to manage your business inside Google Sheets.