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Use Google Sheets to import data from business tools not natively supported by Francis. By pairing Google Sheets with third-party integrations, you can connect CRMs, data warehouses, or any tool that can export to a spreadsheet.

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Common use cases

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Connect Google Sheets

Go to Settings > Integrations > Google Sheets > Connect. A prompt asks you to choose a template:
  • Monthly totals: upload monthly values (high-level).
  • Detailed entries: upload journal entries (detailed).
Monthly totals is often the right choice for business data. Detailed entries is used mainly for ERP data where you want to import journal entries, but it can also capture granular transactions for other kinds of business data. Francis creates a sheet in your Google Drive that’s live-synced to Francis on every refresh. Francis must create the sheet for it to be live-synced. You cannot create your own sheet and then connect it. Enter your data into the sheet Francis creates. To share the sheet with team members, update permissions under Share in Google Sheets, or move the sheet to a shared drive.
Francis can only view, edit, create, and delete the specific Google Drive files it creates. It does not access any of your other Google Drive files.

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Microsoft users

If you use Microsoft 365, create a Google account with your Microsoft email address to connect Google Sheets to Francis.
Excel Online support is coming soon. Reach out at support@francis.app with questions.

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Status checks

Francis runs tests on each sync to flag formatting issues before they distort your numbers. The checks depend on the template you chose.
Month headers must begin at cell B1 and follow the YYYY-MM format. This check fails when the headers start in the wrong cell or use a different format. Reformat the affected headers and sync again.
Every account name must be unique. This check fails when the same account name appears more than once. Merge the duplicate rows into one before syncing.
Every row must have an account name. This check fails when an account name is left blank. Fill in the account name for each row before syncing.
Amounts must be in numeric format. This check fails when a value contains text, currency symbols, or other non-numeric characters. Remove the formatting so each amount is a plain number.