Google Sheets

This article covers how to import contacts with a Google Spreadsheet Connector. We've made the connection seamless and secure for the users.

Authenticate with Google by selecting your account

Allow secure access to a GSheet File

Add Contacts

Variables

firstname: First Name
lastname: Last Name
phone: Phone Number
groups: cohorts of users (used in bulk sms)Each contact can belong to multiple groups.Just separate them with a comma. For example (NYC, SF).

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Note: To make sure your contacts are synced back into Slack format the google sheet as indicated in the example below.

firstname	lastname	phone	groups
Michael	Keats	(456) 789-1011	sf, nyc
Bob	Andrews	(212) 456-3456	nyc

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Note: Do NOT change the names of the header columns

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Phone Numbers: Format your phone numbers in any of the following ways:

(###) ###-####
+##########
##########

Syncing Contacts

Clerk uses a pull mechanism to sync the contacts from your existing data source with Slack. Once connected and contacts have been added to your google sheet you need to explicitly:

🔄 Re-Sync Contacts

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Note: Depending on how large your contact list is the sync process can take a few minutes.

Once completed you will get a notification message on your Slack channel.

Open Google Sheet

You can access the created google sheet in two different ways.

Go to Google Drive and open Clerk Contacts google sheet.

Clerk Address Book

Troubleshooting

If you are still having issues pulling your contacts from a google sheet there are a few things that you can try:

Force re-sync your contacts from the Address Book modal.
Make sure that First & Last Name are both populated. If they are missing in your Google sheet, Clerk will skip importing those contacts.
Due to the limitation of Slack search, we suggest limiting your group's character size to 10 characters.
Slack search is not ideal. When searching for a contact or a group do it one character at a time.
If you are still having issues please reach out to our support team at support@clerk.chat