Questions?Before you start.
Answers to help you decide and take the next step.
Does connecting Google Sheets immediately create a row?+
No. Connection setup verifies the selected file, tab, headers and mapping. Configure and preview the relevant automation, then activate the reviewed rule to authorize row handoffs. Setup alone writes no row.
Which Google files can I choose?+
Choose a spreadsheet through Google Picker using the connected account. Scout verifies that the file is authorized for the app, is not trashed and is editable. Select a grid tab in that file, rather than assuming a document link alone grants access.
Can my column headers start below row 1?+
Yes. Choose the actual header row during setup, using the row number you see in Google Sheets. Scout inspects that row’s headings and binds the mapping to the selected file and tab. Mapped columns need nonempty names.
Why do I need a Scout key and delivery ID column?+
The Scout record key identifies the source record. The separate latest delivery ID identifies the handoff. Map each once to a different named column and preserve them alongside the row tracking. Do not substitute a prospect name or email for those values.
Where does Scout place a new row?+
Immediately below your selected header row. For a header on row 1, the new row is inserted at row 2. This is not an append-to-the-bottom workflow. Scout writes the mapped values and records tracking for that row.
Will an update overwrite my team’s notes or formulas?+
Existing cells outside the mapping are skipped. Mapped cells can replace a manually entered value or formula on an authorized update. Keep team notes and calculations in unmapped columns, and inspect the actual mapping before activation.
What happens when a mapped value is missing?+
Scout sends an empty value for that mapped cell. On an existing row, this can clear the cell. An unmapped column is skipped instead. Review missing follow-up times, profile details and other mapped values before activating the work.
Do spreadsheet edits update Scout’s pipeline?+
No automatic reverse sync is implied. This connector brings selected Scout values into Google Sheets. Update stages, owners and follow-up work in Scout when those changes need to affect Scout’s pipeline or automations.
What if I rename headers or copy the tracking columns?+
Inspect the selected file, tab and headers again, then review and verify the mapping. Duplicate keys, missing row tracking or conflicting anchors need investigation. Scout does not silently select another row or create a replacement to bypass a tracking conflict.
What should I do if delivery is uncertain?+
Inspect the same saved operation and destination row before another handoff. A timeout or missing acknowledgement is not proof that nothing was written. Keep the original Scout key and delivery identity while checking the outcome.
Can I pause a rule or disconnect Google Sheets?+
Manage the rule in Automations and the connection in Connections. Pausing or disconnecting stops new authorized work through that rule or connection. It cannot recall a row Google Sheets already accepted. Inspect in-flight or uncertain work separately.
Do I need a spreadsheet or a different Scout plan to start?+
No. Start with social media lead discovery and saved evidence, then add Sheets when it fits your team. Every Scout plan includes connectors. Choose credit capacity for your prospecting work and keep Google’s own account, access and service terms in view.
