Which number should I use?
The saved Orders page and its CSV export are the source of truth. A Google Sheet is a copy, never a second place to edit orders. Compare the same product and the same variant: Full Kit and Half Kit are separate variants, and EZFormz does not convert or combine their quantities. If a Sheet disagrees, use the saved order data while the Sheet is repaired.
Connect a managed order mirror
- When the form is disconnected, create a new, empty, dedicated Google
spreadsheet with one tab. Do not use a workbook connected to another form. Google grants Editor access to the whole spreadsheet, not just one tab.
- Share a new spreadsheet as Editor with
ezformz-sheets@ezformz-integrations.iam.gserviceaccount.com. An already connected workbook must still grant that access.
- In Dashboard, choose Selling and find the form
under My Forms. Click its Form settings gear, choose Integrations in the builder's SETTINGS tab, and find Google Sheets. Paste the URL into Google Sheet URL, then click Connect Sheet. If the editor has unsaved changes, choose Save changes first, then connect explicitly. You can also enter through Edit form → SETTINGS → Integrations. Connection starts a fresh export from saved server data; the previous workbook stays unchanged. A failed connection keeps the entered URL available for correction. Read the separate connection result; saving the form alone does not connect a workbook.
- EZFormz updates the three order tabs automatically, including orders placed
before you connected the Sheet. The initial build may take more than one scheduled pass for a large form. Use the saved Orders page for authoritative counts.
After Disconnect, the URL field is editable again, including forms that previously used a managed mirror. Paste a fresh empty Sheet URL and click Connect Sheet after saving any unfinished editor changes. EZFormz resets the old delivery checkpoints and resumes the new export; it does not reset or delete your saved orders.
EZFormz owns the live Orders, Product Summary, and Order Items tabs and may replace their cells during refresh. Put private notes, formulas, and other manual work in a separate tab. P&L reports are downloaded separately from Profit & Loss; no dedicated P&L tabs are generated.
The Orders tab keeps one row per saved order, including cancelled and archived orders, and marks archived rows. Its TOTALS row, Product Summary, and Order Items match the Orders page's default Product Summary: cancelled orders are included, while archived orders and unsupported old statuses are not. Product quantities are summed by the saved product and variant IDs, even if a label changes or a variant is later removed. The optional Transaction ID column keeps its existing opt-in meaning. Old P&L cost/profit columns are no longer part of the order mirror.
Columns to Export and granular auto-sync switches appear only for legacy connections. Managed mirrors preserve the existing optional Transaction ID choice but do not expose a selector for changing it.
Product Summary and Order Items show the saved Product ID and Variant ID, so identically named variants remain distinguishable. For a large catalogue, Orders uses a compact Items column instead of thousands of variant columns; Product Summary and Order Items still retain each variant separately.
Refresh from saved orders
A new order, status change, cancellation, tracking/shipping change, payment update, or catalogue change requests a background update. EZFormz checks the generated tabs behind the scenes and retries incomplete updates. These internal verification and migration states are not shown as customer-facing warnings. The saved Orders page remains the source of truth.
Return to Dashboard → Selling → My Forms → Form settings → Integrations → Google Sheets for the connection controls. Check access only checks whether EZFormz can reach the spreadsheet. It does not check quantities or mark data verified. Refresh from orders queues a full rebuild from saved data and shows Refresh requested, not a finished-data verification. The Orders page has no per-order sync status. Repeated clicks do not make Google process faster. Disconnect stops future updates and leaves existing Google cells in place. If access is lost, share the workbook with the service account again, then refresh. A manual edit to a generated tab is not imported into EZFormz; make the correction on the order page.
Existing legacy connections
Older connected workbooks enter the automatic backup-first queue; no owner click is required. A paused Sheet, invalid link, disabled legacy auto-sync settings, missing Editor access, shared workbook, unrecognized orders tab, or insufficient space cannot be switched safely. Internal delivery diagnostics remain available to support. Temporary Sheet update or rate-limit failures retry after about 30 minutes; use saved orders for authoritative counts. Legacy sync history remains available for diagnosis. The old Reconcile and Rebuild buttons are removed from the default interface because neither establishes a verified mirror.