Set Up SlateScope

The early test is available only to Google accounts added to the test-user list. Receiving the test link alone does not give access.

Install and open

Submit the Google email address you will use for testing.
Open the private test installation link while signed into that account.
Review Google's permission screen and approve the requested Sheets access.
Open or create a Google Sheet.
Use the SlateScope menu to open Setup.

Choose a setup method

New Tab: Creates a clean client tab with SlateScope fields.
Prepare Current Tab: Keeps current data and adds missing SlateScope fields.
Import Existing CRM: Matches source columns and creates a new client tab. The source tab is not changed.

Testing notes

Each tester may decide whether to use sample data or real business data. Make a backup first. Share the spreadsheet only with people who should be able to see its client information.

Google testing access may expire after seven days and may need approval again.

Need help?

Use the private support form. Do not send private client records or passwords.