> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alvys.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting to Google Sheets

> Import live Alvys loads, trips, customers, drivers, carriers, and invoices into Google Sheets using the Public API template, with no coding required.

(Public API → Google Sheets)

Quickly connect your Alvys account and import live operational data — **Loads, Trips, Customers, Drivers, Carriers, Invoices, and more** — directly into **Google Sheets**.
No coding or manual exports required.

***

## ⚙️ Step 1. Download the Alvys API → Google Sheets Import Template

Click the link below to make your own copy of the file in Google Sheets:

<Note>
  `<Anchor label="👉 **Make a Copy in Google Drive**" target="_blank" href="https://docs.google.com/spreadsheets/d/11HyDR1nf8U0MNahMPUp6_e5XpkDGeJIBXs7W5oBlVCA/copy">`👉 **Make a Copy in Google Drive**`</Anchor>`
</Note>

<Image border={false} src="/images/migrated/ccca9fbcecc1.png" />

* Once you click “**Make a copy**”,
  * The file will be added to your own Google Drive.
  * The attached Apps Script functionality will also be copied.
  * You can immediately open and start using it in Google Sheets.

<Warning>
  Make a Copy in Google Drive. The first time you open it, Google Sheets will ask you to grant permissions.
  Click Continue → Allow all — this enables the secure connection to the Alvys Public API.
  You may need to reload the file once after granting access.
</Warning>

1. <Image border={false} src="/images/migrated/74cddca63dc9.png" />

   After granting access, reload the file once if requested.
2. After saving, you’ll see the **Welcome Sheet**.

> “This file connects directly to the Alvys Public API.
> Use it to import live operational data — including Loads, Trips, Customers, Drivers, Carriers, and more — directly into Google Sheets.”

***

## 🔑 **Step 2. Get Your Client Credentials**

Your credentials are available in your Alvys portal:
🔗 [**Alvys Portal → API Access page**](https://app.alvys.com/#/manage/public-api)

Copy your:

* **Client ID**
* **Client Secret**
* **Tenant ID**

<Warning>
  Important: Make sure your application credentials have all required **read permissions.**
  Missing read scopes will result in incomplete or failed imports.
</Warning>

Then in the Google Sheet:

<Image border={false} src="/images/migrated/cb29b7fa9a58.png" />

1. Go to **Alvys → Configure…**
2. Paste your credentials and click **Save**

✅ Your credentials are stored privately in your file.

<Note>
  The Client Secret is hidden from view after saving and securely stored within the sheet’s script properties.
  Collaborators who use the file can see imported data, but only the file owner or editors with Apps Script access could technically view stored credentials.
</Note>

***

## 🔄 **Step 3. Import Your Data**

Use the **Alvys** menu in the top toolbar to start importing.

<Image border={false} src="/images/migrated/6a60b5735bec.png" />

`<Table>`

<thead>
  <tr>
    <th>
      Action
    </th>

    <th>
      Description
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      **📦 Full Import (🧹 Full replace)**
    </td>

    <td>
      Loads all records from scratch and replaces existing data.
    </td>
  </tr>

  <tr>
    <td>
      **🔁 Sync (Incremental update)**
    </td>

    <td>
      Imports only records changed since the last sync (using `updatedAt`
      and `daysBack `).
    </td>
  </tr>
</tbody>

`</Table>`

Each dataset (*Loads*, *Trips*, *Customers*, *Drivers*, *Carriers*, etc.) appears in its own tab.
Check the **Log** tab for import time, status, and record count.

***

## 🕒 **Step 4. (Optional) Enable Automatic Sync**

To keep your Loads and Trips updated automatically:

1. Go to **Alvys → Configure Auto Sync…**
2. Choose how often it should run (e.g., every 6 hours).
3. A background trigger will fetch records updated within the past *(Frequency + 1 hour)*.

***

## 💡 **Tips & Notes**

* ✅ Use **Full Import** the first time you connect.
* ⚡ Then switch to **Incremental Sync** for faster updates.
* 🔐 Your credentials stay private in your own sheet.
* ⏳ The sidebar may take **2–6 seconds** to open — that’s normal.
* ⚠️ For large data imports, run each entity (Loads, Trips, Customers, etc.) manually and one at a time — wait for each to finish before starting another.
* ⚠️ Google Sheets has a fixed runtime limit defined by Google. If you’re importing high-volume data, allow each import to complete or split the process into smaller batches.