Getting started with DataCharted Sync

Overview

Once connected, DataCharted Sync reads data from GoHighLevel — contacts, conversations, opportunities, calendars, forms, surveys and more — and loads it into tables in your own BigQuery project. Data lands clean and structured, ready for Looker Studio, Power BI, Tableau, or any BI and AI workflow. Access to GoHighLevel is read-only; DataCharted never writes to or modifies your CRM data.

Setup in five steps

1. Create your account

   Sign up at datacharted.com/gohighlevel and confirm your email to reach the dashboard.

2. Connect GoHighLevel

   Click Connect GoHighLevel and authorize the app. We use GoHighLevel's official OAuth flow — no manual API keys or tokens. Your agency's sub-accounts are then discovered automatically.

3. Connect BigQuery

   Open Destination and connect Google BigQuery, either by uploading a service-account key or by authorizing with Google. We verify access and provision the required tables for you.

4. Select locations and streams

   Enable the sub-accounts (locations) you want to sync, then open Streams to choose exactly which datasets to include and whether each runs incrementally or as a full refresh.

5. Schedule and go

   Set a recurring schedule, or trigger a manual sync any time. Watch progress in Sync history and turn on Notifications so you're alerted the moment a run needs attention.

Connecting GoHighLevel

From the dashboard, choose Connect GoHighLevel. You'll be redirected to GoHighLevel to approve read access. After approving, you're returned to DataCharted and your sub-accounts appear under Locations. Enable any location to include it in syncs; disable it to pause.

Connecting BigQuery

Under Destination, connect your Google BigQuery project using one of two methods:

• Service account key — paste or upload a JSON key with BigQuery Data Editor and Job User roles.
• Sign in with Google — authorize access with your Google account (no key handling required).

We verify the connection, then automatically create any missing tables based on each stream's schema. Your data is written only to the project you connect.

Choosing streams and sync mode

On the Streams page, toggle each dataset on or off and pick a sync mode:

• Incremental — only new and updated records are synced on each run (fast, efficient).
• Full refresh — the entire dataset is re-synced (useful for backfills or corrections).

Scheduling and manual syncs

Create one or more schedules with a cron expression (for example, every six hours or daily at 2am). You can also trigger a sync manually at any time — for all locations, a single location, or a single stream — from the dashboard.

Sync history and notifications

Every run is logged under Sync history with its status, rows loaded and error count. Open any run for a per-stream breakdown. On the Notifications page, add recipient emails and choose exactly which outcomes (Failed, Partial, Success, Canceled) trigger an alert.