Sync an Excel sheet with a okoCrm database

The scenario moves rows from an Excel or Google sheet into a okoCrm database — on a button or a schedule, updating matching records.

  • Moves rows from yclients into okoCrm
  • Updates matches, never duplicates
  • Runs on a button or a schedule
  • Lets you move from sheets to a database gradually
Set it up for yourselfScriptera

How it works

To move data from yclients to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Click Sync Excel -> DB
  2. Then: Get Table
  3. Then: Sanitize Date
  4. Then: Upsert Table
  5. Starts when: Exec Sync Excel -> DB
  6. Starts when: Schedule Sync Excel -> DB

You can launch this yclients + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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