JAI CRM in Google Sheets, both ways

Everybody exports to a spreadsheet. It is where you sort by a column nobody thought to add, where you send a list to somebody who will never log in, and where the person who actually knows the customers fixes forty phone numbers in an afternoon.

And then it is stuck there. The corrections sit in a file, the export goes stale the moment it is made, and somebody retypes the good ones back in a week later if anyone remembers.

There is now an add-on for Google Sheets. Pull any report you can run or any list you can read into a tab; it remembers where it came from, refreshes on a click, and can refresh itself every morning. Then edit it and push the changes back.

Whatever the API key you connect with is allowed to reach, and nothing else. The add-on asks the suite what that is rather than carrying a list of its own, so a key scoped to leads shows leads, a key that cannot write is not offered a push, and a module added to the product later appears without the add-on being updated.

Make the key in Settings → API keys & webhooks and grant it only what that spreadsheet needs. The key is kept against your Google account rather than in the file, so sharing the sheet does not share your access: everybody who uses it connects as themselves.