Move leads between Raion Hub and a Google Sheet

Pull a list of people out of a Google Sheet and into your contacts, or push a lead source out to a sheet you can share. Both run from the same screen and take about five minutes.

Before you start

A Google account connected to this workspace — see Capture Google Form responses as leads for the one-off connection. The tabs on this page do not exist until an account is connected
Your role includes the Social Integration permission
For an import: the sheet’s column names in its first row, with the data starting immediately underneath

This is a one-off move, not a sync. Nothing is remembered: the spreadsheet you pick is forgotten when you leave the page, later edits in Google do not reach Raion Hub, and later edits in Raion Hub do not reach the sheet. There is no list of connected spreadsheets anywhere, because nothing stays connected.

Steps

These steps bring a sheet’s rows in as leads. Sending leads the other way reuses the same first steps — see Send leads out to a sheet below.

Open the Spreadsheets tab

From the sidebar, Automation → Integrations → Google, then the Spreadsheets tab. With nothing picked yet it reads Connect a spreadsheet — Select a Google Sheet to import leads from or export leads to.

The Spreadsheets tab always starts here — nothing is remembered between visits

Pick the file

Click Select spreadsheet. Google’s own file picker opens; choose your sheet.

If your workspace uses its own web address, you get Connecting Google has to run on your primary Raion address. Opening it in a new tab… and the same screen opens in a new tab on a Raion address. Sign in again there — you are still working on this workspace.

Choose the tab inside the file

Spreadsheet now shows the file’s name and cannot be edited. Sheet is a dropdown of the tabs inside that file, and Raion Hub has already selected the first one.

The first row of the chosen sheet is treated as your column names. One mapping row is created per column. A sheet with a title or a blank row above the headers will read the wrong thing as a column name, so tidy that in Google first.

Change Sheet if your data is on another tab. Everything reloads for that tab — and because the column names change, any mapping you had already made is cleared. Pick the sheet before you map, not after.

The whole screen: file, sheet, lead source, mapping, then the three actions

Look at the rows before you commit

Click Preview Data. A window opens headed with the file’s name and Sheet: Sheet1 underneath, using the sheet’s first row as the table’s own header row.

This is the cheapest way to catch a header problem: if the column headings in the preview are your headings, Raion Hub is reading the sheet the way you expect. If they are a title or a blank row, close the preview and fix the sheet in Google.

A sheet with more than 50 rows of data says Showing first 50 of 412 rows. at the bottom — that is a limit on the preview only, not on the import. Close finishes, and nothing is changed by looking.

Preview shows at most 50 rows, and changes nothing

Choose the lead source

Under Linked lead source, pick the lead source for this move. To make one here, choose + Create new lead source, type a name (placeholder e.g. Facebook Ads — Spring Campaign) and press Create or Enter. If that name already exists in any capitalisation it is reused, and you get Using existing lead source “Spring Open House” instead of a duplicate.

Both Import Leads and Export Leads stay unavailable until a lead source is set.

Match the columns to your fields

The table has two columns: SOURCE FIELD, which is your spreadsheet’s column names, and RAION HUB FIELD. Each row starts at Select field….

Map at least one. A Raion Hub field that another row already claims is not offered again, so two spreadsheet columns cannot be pointed at the same field. A column left at Select field… is not written anywhere — it is skipped, not stored.

Import

Click Import Leads. The whole block dims while it runs, then the toast reads Leads imported. and the people are in your contacts.

Send leads out to a sheet

Exporting is shorter, because the column mapping plays no part in it.

Select spreadsheet and pick the file, exactly as above.
Set Sheet to the tab you want the leads written to.
Pick a Linked lead source. Export does not run without one.
Click Export Leads. The toast reads Leads exported.

Export ignores the field mapping completely. Only the spreadsheet, the sheet name and the lead source are sent, so there is no point mapping columns before an export — and no way to choose which columns come out from this screen. If you need control over the columns, use Export contacts to a spreadsheet from the contact list instead, which follows the columns on your screen.

What each control does

Control	What it does	Worth knowing
Select spreadsheet	Opens Google’s file picker	Google’s own window, with its own wording
Sheet	Chooses which tab inside the file is read	Changing it re-reads the headers and clears the mapping
Linked lead source	The lead source for this move	Required for both directions
A RAION HUB FIELD cell	Which field of your contact that column fills	Import only. Unmapped columns are not written
Preview Data	A read-only look at the first 50 rows	Changes nothing
Import Leads	Creates contacts from the sheet’s rows	Needs a lead source and at least one mapped column
Export Leads	Writes that lead source’s contacts into the sheet	Needs a lead source. The mapping is not used
Pick a different spreadsheet	Reopens the picker	Everything on the screen resets, including the mapping

Things worth knowing first

Row 1 is always the header row. There is no “my sheet has no column names” option here.
Switching the connected Google account clears this tab. The file, the sheet, the lead source and the mapping all go, and you start from Connect a spreadsheet again.
While an import, export or preview is running, the whole block is dimmed and nothing responds. Wait for the toast.
For a file on your own computer rather than in Google Drive, use Import contacts from a spreadsheet — that flow checks your mapping, resolves your dropdown values and runs in the background.

If something goes wrong

What you see	Why	What to do
Import Leads and Export Leads are both unavailable	No Linked lead source yet	Pick a source, or create one with + Create new lead source
Map at least one column before importing.	Every row was left at Select field…	Point at least one column at a Raion Hub field
Lead source is required.	Import or export pressed with nothing under Linked lead source	Set the lead source and try again
The wrong things are in your fields	The sheet’s first row is not the column names, or two columns are the wrong way round	Preview Data, read one row across, and fix the sheet in Google before importing again
No data to preview.	The sheet you chose came back with no rows	Change Sheet to the tab that holds the data
Your mapping vanished	You changed Sheet after mapping, so the column names changed	Map again, now that the right tab is chosen
Failed to load sheet preview.	The sheet could not be read	Try again. If the Google connection expired banner is up, Reconnect first
Failed to open Google Sheet picker.	The picker could not be opened	Try again. If your workspace is on its own web address, use the new tab Raion Hub opens for you
Google OAuth token unavailable. Try re-authenticating.	The picker could not get permission from Google	Use Reconnect under the ⋮ button beside the account chip, then try again
Failed to import leads. / Failed to export leads.	The call did not go through	Check your contacts or the sheet before retrying, so you do not do it twice
Google connection expired	Google’s permission is no longer valid	Press Reconnect in the banner. Nothing you have set up is lost
You don’t have access	Your role is missing Social Integration	Ask a workspace owner or an admin to grant it

Any of these messages can be replaced by a sentence from Google or from our server, so the wording on your screen may differ.