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💾 Backup & Restore
Download every saved setting (Airtable connection, Google Sheets, Calling / Google Voice, and your profile info) as a single .json file you can keep as a backup. If anything ever looks cleared-out, use Restore to load that file back in and re-save it to your account — nothing is lost again.

Keep a copy of everything here — Airtable, Google Sheets, Calling / Google Voice, and your profile info — as one file you can reload anytime.

Airtable Not connected
Used by the Wholesale calculator's "Save to Airtable" button. Saved once here — every page pulls it from your account automatically, so there's nothing to re-paste or download/upload as a file anymore.

Google Sheets Not connected
Sync deals (from Deal Feed, Wholesale, or the CRM) straight to a Google Sheet — a lightweight alternative to full Google OAuth. Takes about 5 minutes, one time, in your own Google account.

How to set this up (one time, ~5 min)
  1. Make a Google Sheet (or use an existing one) — add a header row with whatever columns you want, e.g. Date, Property, Platform, Market, Units, Price, Broker, Stage, Category, Contacts, Notes.
  2. In that Sheet, go to Extensions → Apps Script, delete the placeholder code, and paste in the script below.
  3. Click Deploy → New deployment, type = Web app, "Execute as" = Me, "Who has access" = Anyone. Click Deploy and authorize it (it's your own script, in your own account).
  4. Copy the Web app URL it gives you and paste it into the field above, then Save Connection.
function doPost(e) {
  const sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
  const data = JSON.parse(e.postData.contents);
  const headers = sheet.getRange(1, 1, 1, sheet.getLastColumn()).getValues()[0];
  const row = headers.map(h => data[h] !== undefined ? data[h] : '');
  sheet.appendRow(row);
  return ContentService.createTextOutput(JSON.stringify({ok:true})).setMimeType(ContentService.MimeType.JSON);
}

📞 Calling / Google Voice Not set
How you make calls from your computer. Set your Google Voice number and/or your tel (phone) number here — then the Wholesale deal page shows only the call buttons you can actually use: the Call button appears if your tel number is set, the Google Voice button appears if your GV number is set, and WhatsApp / SMS always appear (they reach the contact, not you). Turning off "Show call buttons" hides them all. Which button dials what: the plain phone / WhatsApp / text buttons dial the contact linked to the deal; Google Voice opens Google Voice with the number ready.

Make calls from your computer. To route the plain "Call" button through Google Voice, set Google Voice as your default handling app for phone links in Chrome (or your browser) — then tel: links ring through Google Voice automatically. Otherwise the Call button opens whatever your browser/OS treats as the default phone handler. Everything stays in your account and is never exposed to anyone else.
Master switch for the Call / Google Voice / WhatsApp / SMS / Facebook / Instagram buttons on the Wholesale deal page and linked contacts. Turn it off to hide them all at once regardless of which numbers are set.
Save who you are and your business details once here — the Contracts page pre-fills the Buyer / address / phone fields from this automatically, and other pages can reuse it too. Everything stays in your account and is never exposed to anyone else.
Used to pre-fill the Contracts page — Business/entity name fills the Buyer / your entity field, Business address fills your address, and Business phone fills contact phone for lender authorizations. Other pages (Wholesale, Underwriter) can be wired to it too.
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