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CRM with Google Sheets and Redash

Part of our #lowcode hacks, this project uses Google Sheets + Google Apps Script + Azure SQL Server + Redash for doing a doing a Customer Relationship Management (CRM) or Supply Management.

What we used

  • Google Sheets - to control spreadhseets' creation and control access to those.
  • Google Apps Script - to create the spreadsheet for all clients, send data to database and block alter data after sent.
  • Azure SQL Server - to store all the data in a centralize database to query.
  • Redash - to query and build dashboards from all spreadsheets data.

How it works

Files

  • menu.gs - Create a menu at the "control spreadsheet" and soon alert functionality.
  • generateSheets.gs - To create a spreadsheet for each client/supplier and add editors - who can access - each spreadsheet.
  • checkNewData.gs - check if any new data is inserted and call the logical function to send to database.
  • forClients.gs - check with a specific logic for new data and send to database at Azure SQL Server.

Create Spreadsheets

You can create Spreadsheets from the menu. You will need a sheet with all Clients and another one to editors - who has access to what spreadsheet. This will create a spreadsheet for every client who hasn't a spreadsheet created already.

Send data to Database

This is triggered in a time based (we used once a day, that was fine for us). It checks all spreadsheets created for any new data and send a email everyday with how many rows was inserted for each client.

Alerts

SOON.

Use Redash

We used Redash for query and present dashboards for our KPIs.

Have fun and any doubts, @efremfilho!