# Installation Guide

Get PipedriveSheets up and running in minutes. Follow our comprehensive guide to install and configure the add-on from the Google Workspace Marketplace.

## Complete Installation Process

Follow these carefully designed steps to get PipedriveSheets working perfectly.

### 1. Open in Google Workspace Marketplace

Get started by opening PipedriveSheets in the Google Workspace Marketplace. The button below will take you directly to the official add-on listing page.

[Open in Google Workspace Marketplace](https://workspace.google.com/marketplace/app/pipedrivesheets/194751097190)

**Important:** Make sure you're signed into the correct Google account and have permissions to install add-ons in your workspace.

### 2. Click the Install Button

On the marketplace page, you'll see PipedriveSheets with screenshots, feature descriptions, and user reviews. Take a moment to verify the official branding and verified publisher badge, then click the blue **"Install"** button in the top-right corner.

**Next Step:** After clicking Install, Google will prompt you to review and accept the required permissions.

### 3. Grant Required Permissions

After clicking Install, Google will display a permissions dialog. Select your Google account, then carefully review the requested permissions. PipedriveSheets only requests the minimal access needed to securely sync your Pipedrive data. Click **"Allow"** to grant permissions and complete the installation.

**Security Guarantee:** We only access your current spreadsheet and never store data outside of Google's secure environment. All permissions follow OAuth 2.0 standards.

### 4. Find PipedriveSheets in Extensions

Installation complete! Open any Google Sheets document and navigate to **Extensions > PipedriveSheets** in the menu bar. You'll see the add-on is now available and ready to use.

**Pro Tip:** If you don't see PipedriveSheets immediately, try refreshing your browser page (Ctrl+F5 or Cmd+Shift+R).

### 5. Launch PipedriveSheets

Click on **Extensions > PipedriveSheets** to open the add-on for the first time. You'll see a **"Get Started with Pipedrive"** menu item. Click it to initialize PipedriveSheets, then go back to **Extensions > PipedriveSheets** again to see the full menu with all sync options, settings, and configuration features.

#### Available Features

- **Sync Data:** Import deals, persons, organizations, and activities from Pipedrive.
- **Push Changes:** Send your Google Sheets changes back to Pipedrive.
- **Pipedrive Settings:** Configure your API connection and data filters.
- **Two-Way Sync:** Set up automatic bidirectional synchronization.
- **Team Management:** Collaborate with team members and share configurations.
- **Schedule Sync:** Automate syncing with time-based triggers.

### Installation Complete!

Congratulations! PipedriveSheets is now installed and ready to transform your workflow.

### What's Next?

1. **Connect Pipedrive**: Link your Pipedrive account using secure API authentication.
2. **Configure Settings**: Customize sync preferences and data mapping options.
3. **Start Syncing**: Begin real-time synchronization of your CRM data.

### Troubleshooting Guide

#### I don't see the PipedriveSheets menu after installation

Try these steps:

1. Refresh your Google Sheets page (Ctrl+F5 or Cmd+Shift+R)
2. Check that you're in a Google Sheets document (not Google Drive)
3. Look under **Extensions > PipedriveSheets** in the menu
4. If still not visible, try clicking **Extensions > Add-ons > Manage add-ons** and ensure PipedriveSheets is enabled.

#### The installation failed or permissions were denied

This can happen for several reasons:

- **Admin restrictions:** Your Google Workspace admin may need to approve the add-on first.
- **Browser issues:** Try clearing your browser cache or using an incognito window.
- **Account permissions:** Make sure you're signed in with the correct Google account.

Contact your IT administrator if you're in a managed Google Workspace environment.

#### Can I install this on multiple Google accounts?

Yes! PipedriveSheets can be installed on multiple Google accounts. Each installation is independent:
- You'll need to install it separately for each Google account.
- Each account can connect to different Pipedrive instances.
- Team features allow collaboration across different Google accounts.

#### Is my data secure during the installation?

Absolutely! PipedriveSheets follows Google's security best practices:
- **Minimal permissions:** We only request the permissions needed for functionality.
- **No data storage:** Your data stays in Google Sheets and Pipedrive - we don't store it elsewhere.
- **Secure connections:** All API calls use HTTPS encryption.
- **Google verification:** Our add-on is verified by Google's security review process.