Google Sheets integration
Every lead, bill and booking, a row in your own sheet
New leads, invoices, payments and bookings are added as rows to a spreadsheet in your own Google account, as they happen.
Basic and upOne permission at GoogleOut to a sheet, never in from one
- Invoice
- INV/26-27/0042
- Customer
- Priya Sharma
| When | What happened | Number | Balance |
|---|---|---|---|
| 2026-10-12 11:02 | Issued | INV/26-27/0042 | 12000 |
| 2026-10-12 11:14 | Part payment received | INV/26-27/0042 | 7000 |
| 2026-10-19 18:30 | Paid in full | INV/26-27/0042 | 0 |
What it does
What you get with Google Sheets
Drawn with the dashboard’s own pieces, with sample data.
One spreadsheet, made for you
Fliok makes one new spreadsheet in your Google account, with a tab for each list you choose.
What to write- New leadsTab: Leads
- New contactsTab: Contacts
- InvoicesTab: Invoices
- Payments receivedTab: Payments
- BookingsTab: Bookings
Each list has a tab of its own, with a heading row Fliok writes onceA row as each thing happens
A new lead, an invoice issued or paid, a payment, a booking: each is added as a row.
Fliok — Your businessWhen Name Source Came in by 2026-10-13 16:12 Priya Nair Business page Form 2026-10-13 16:40 Ananya Iyer IndiaMART Marketplace or integration 2026-10-13 17:05 Kavita Rao Website Form LeadsContactsInvoicesPaymentsBookingsAdded, never rewritten
A change is a new row that says what happened. Your own columns, notes and sorting are left alone.
Fliok — Your businessWhen What happened Number Balance 2026-10-12 11:02 Issued INV/26-27/0042 12000 2026-10-12 11:14 Part payment received INV/26-27/0042 7000 2026-10-19 18:30 Paid in full INV/26-27/0042 0 LeadsContactsInvoicesPaymentsBookingsIt says when it needs you
A deleted sheet or removed access shows Needs attention, with the button that puts it right.
Google SheetsNeeds attentionNot writing right now
The spreadsheet was deleted or moved to the bin in Google Drive. Put it back, or start a new spreadsheet, and rows carry on.
Try againStart a new spreadsheet
Setup
Connect Google Sheets in 3 steps
- 1In Fliok
Open Google Sheets
An admin opens Settings → Integrations → Google Sheets and presses Connect Google Sheets.
- 2In Google
Sign in and allow
Sign in with your own Google account. The only permission asked for is to create and use this one spreadsheet.
- 3In Fliok
Choose what to write
New leads, New contacts, Invoices, Payments received and Bookings: a switch each, and a tab each.
Good to know
- It writes out to a sheet and reads nothing back: what you type in the spreadsheet does not come into Fliok.
- It writes only to the spreadsheet it made, never into one you already have, and cannot see your other files.
- There is no tab for quotations or for reviews.
- To bring leads into Fliok from a sheet or a form, use the capture link (Forms & Google Sheets).
- Disconnecting stops new rows. The spreadsheet stays in your Google Drive with everything in it.
Five lists, each with a switch and a tab of its own: Leads, Contacts, Invoices, Payments and Bookings. A new lead, a new contact, an invoice issued, edited, paid or cancelled, a payment recorded or voided, and a booking made, moved, cancelled, completed or marked a no-show each add a row. Invoices and Payments carry the columns an accountant asks for, and times are in your workspace’s time zone.
One permission: to create and use the one spreadsheet it makes, named “Fliok” and your workspace’s name. Fliok can open only that spreadsheet. It cannot see your other files.
No, it is the other direction. This is rows going out of Fliok into a spreadsheet of your own. Forms & Google Sheets is the capture link, which brings leads into Fliok from a form on your website or from a script on a sheet. Nothing here reads a sheet.
A new row is added that says what happened: issued, edited, a part payment received, paid in full, a payment voided, or cancelled. A row already in the sheet is never rewritten, and a voided payment is added as a new row with a minus amount, so the column still adds up.
The card shows Needs attention with one sentence saying what happened, and your team is told. Rows keep being collected meanwhile and are written, in order, once it is put right: connect again, put the spreadsheet back, or start a new one. Rows that waited more than 14 days are dropped, and the panel says how many.
Fliok stops adding rows and its access is removed at Google. Rows that were waiting to be written are discarded. Your spreadsheet stays in your Google Drive with everything already in it.
Basic or above: Google Sheets is part of Automation & CRM. Only an admin can connect it, with their own Google account. If a workspace moves to Free, nothing new is written, and the connection and its choices are kept.
Your leads and bills, in your own spreadsheet
Start on the Free plan, then connect Google Sheets on Basic or higher.
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