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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Bringing your Paymo Estimate Templates data into Google Sheets helps you manage your quoting template structures, track design elements, and ensure consistency in client estimates.
Get this template data into your Sheet automatically, simplifying template management.
This guide shows you exactly how to import your Paymo Estimate Templates data into Google Sheets with Coefficient.
TLDR
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Step 1:
Step 1. Install the Coefficient Google Sheets add-on and connect your Paymo account.
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Step 2:
Step 2. Choose Import from Objects and select the Estimate Templates object.
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Step 3:
Step 3. Pick the fields you need, add filters if you want, and import the data into your Sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Estimate Templates data updated automatically.
block:tutorial
Step-by-Step Guide: Importing Your Paymo Data
Getting your Paymo Estimate Templates data into Google Sheets is simple with Coefficient. Just follow these steps:
step:1
step-title:Install and Connect Coefficient
First, add Coefficient to your Google Sheet.
Open Google Sheets. Go to Extensions > Add-ons > Get add-ons. Search for “Coefficient” and install it from the Google Workspace Marketplace.
After installing, open Coefficient from Extensions > Coefficient > Launch.
In the Coefficient sidebar, find and click on the Paymo connector to start the connection. Log into your Paymo account when prompted to authorize Coefficient.
step:2
step-title:Import Your Estimate Templates Data
Once connected, you can pull your data.
In the Coefficient sidebar, click the “Import from” button and select “Paymo Objects”. Choose “Estimate Templates” from the list of available data objects.
step:3
step-title:Configure and Import
Now, decide exactly what data you want.
Select the specific fields (columns) you need for your analysis. You can also apply filters or sort the data directly in Coefficient before you import.
When everything is set, click the “Import” button. Your Paymo Estimate Templates data will load straight into your Google Sheet.
step:4
step-title:Set Up Auto-Refresh (Optional)
Keep your Estimate Templates data current automatically.
Find your import in the Coefficient sidebar. Click the refresh icon’s dropdown menu and choose “Schedule”.
Pick how often you want the data to update – for example, daily or hourly. This keeps your spreadsheet fresh without manual work.
Available Paymo Objects
- Client Contacts
- Users
- Projects
- Project Statuses
- Workflows
- Task Lists
- Tasks
- Time Entries
- Invoices
- Invoice Templates
- Invoice Payments
- Estimates
Related Paymo Use Cases
How to Import Invoices Data from Paymo into Google Sheets
Learn how to easily import your Paymo Invoices data into Google Sheets using Coefficient for managing billing and tracking payments.
How to Import Invoice Payments Data from Paymo into Google Sheets
Learn how to easily import your Paymo Invoice Payments data into Google Sheets using Coefficient for tracking payment collection status.
How to Import Invoice Templates Data from Paymo into Google Sheets
Learn how to easily import your Paymo Invoice Templates data into Google Sheets using Coefficient for managing billing template structures.
Frequently Asked Questions
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How to get Estimate Templates from Paymo?
Connect Paymo to Google Sheets using Coefficient to import live Estimate Templates data. This allows you to easily manage and analyze your quoting template structures directly in your spreadsheet.
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How do I get a list of Estimate Templates in Paymo?
Use Coefficient to pull a complete list of Estimate Templates from Paymo into your Google Sheet. This provides a central list for managing and reviewing all your estimate templates.
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How do I import Estimate Templates from Google Sheets to Paymo?
Coefficient supports two-way sync. You can update Estimate Templates data in your Google Sheet and sync those changes back to Paymo.
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How do I update Estimate Templates from Google Sheets to Paymo?
Edit the Estimate Templates data within your Google Sheet after importing with Coefficient. Use Coefficient’s sync feature to push updated template details back into Paymo.
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How to automate importing Paymo Estimate Templates to Google Sheets daily?
Set up a daily auto-refresh schedule for your Paymo import in Coefficient. This automates the data update process, keeping your Estimate Templates data current every day.
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