Mainstay Sync for Google Sheets

What are platform integrations?

This feature allows institutions to connect their Mainstay data to a third-party platform, in this case, Google Sheets. This enables an inbound sync of contact record data, including default fields (name, phone, email, etc.) and custom fields created by the partner. To learn more, visit Platform Integrations.

Add an integration instance

1. From the Browse Available page, click Learn More for the individual platform, in this case, Google Sheets.
2. In the Available Integrations section, there are two options:
   • Full Sync: This runs every 3 hours, and brings in all rows in the entire spreadsheet.
   • New Rows: This runs every 5 minutes, and only brings in new rows since the last time it ran.
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3. Click the green Add New button to view a configuration modal for a new integration instance.
4. Alternately, in the Configured section below, click the pencil icon on an existing integration instance to adjust its configuration. 

Setup

1. On Mainstay, click Add New.
2. Within the Configuration Wizard, on the Instance Details screen, create a display name and description for this instance. This is what will appear in the list; these values are only used for internal display purposes.
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3. On the Google Sheets screen, create a new authentication. This will prompt you to sign into your Google account.
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4. Enter the ID of the spreadsheet you wish to use. This is the random letters and numbers in the URL: https://docs.google.com/spreadsheets/d/this_is_the_id/edit.
5. Select the sheet / tab you wish to use.
6. For a "New Rows" integration, enter the starting row for the data. (Note that row 1 is generally the header, so the actual data usually starts in row 2.)
7. On the Data Mapping screen, enter the names of columns you wish to capture and select the corresponding Mainstay fields.
   • Note that CRM ID (external platform id), First Name, Last Name, and Phone are all required fields.
   • You may optionally include ID (Mainstay ID) as well - mapping to this field allows you to update existing CRM ID values. (See Creating Contacts.)
   • If you use the Labels / Import Labels field, this expects a comma-separated list and will split that into an array of values. 
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8. Optionally filter which contacts should be synced. You can select multiple fields; for each one, select a value (including null and not null).

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9. Click Finish.

Enable/Disable or Delete an integration instance

1. On the screen listing all instances for a specific platform, click the toggle to switch between enabled (to the right, with green showing) and disabled (to the left, with gray showing).
2. Alternately, click the trashcan icon to remove this instance and configuration altogether.

View error logs

1. In the side bar, click Sync Log, or visit https://app.mainstay.com/settings/sync-log.
2. This table presents a list of errors encountered while attempting to sync data between Mainstay and third-party platforms. Each log includes the following fields:
   • timestamp
   • id
   • integration (ie, which platform)
   • direction (incoming or outgoing)
   • contact (a link to the Contact page of the affected individual)
   • log message (ie, error code)
3. If you encounter data validation errors while importing contact records, visit the Import Error Dictionary to better understand next steps.
4. You can also download this data for a specific time range by clicking Download Logs in the top-right corner.