Private Google Sheets

Connect, review and reconcile an Events Leads source before it becomes authoritative.

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1. Connect Penny’s Google account

Share the spreadsheet with pennyai@valleyrockinn.com. Viewer access is sufficient; a public link is not needed.

Authorize read-only Sheets access using Penny’s existing Google account

Keep existing Gmail permissions. Authorization does not activate a source or schedule a refresh.

Private spreadsheet URLWorksheetHeader row

2. Map and validate

A stable ID, source-recorded submission date, event type and owner are required. Row numbers are never used as identity. Keep dates as recorded; this does not verify inquiry-arrival time.

Source nameDate format

Create an inactive, staged source. Existing reporting ownership stays unchanged.

3. Manage sources

Refresh Now previews changes before applying them. Scheduled refreshes run every 15 minutes only after both the source schedule and deployment scheduler are enabled. Disappeared rows require manual confirmation. Ownership changes are separate from refreshing.