GoSiftly Pro: Help & How-To

Everything you need to install, authorize, and use GoSiftly Pro for fast list imports, duplicate detection, and clean exports.

Quick Start

Step 1: Open Google Sheets
Click GoSiftly in the top menu → Open Control Panel.

Step 2: Authorize (first time only)
A window will pop up and say “Authorization required” → Click OK

Step 3: Choose account
Select your Google account

Step 4: Grant Permissions

Check the “Select all” box → Scroll down and Click "Continue"

Step 5: You’re Ready

The Control Panel opens in the sidebar.

Control Panel

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Here’s what your GoSiftly Control Panel looks like

- Import Your New Lists

- Import Your Older Lists

- Deep Scan Historical Records for Duplicates

- Export Your Filtered Results

- Clear All Tabs to Starts Fresh

- Live status: Progress, Results & Any Issues

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Here’s what your GoSiftly Control Panel looks like

Import New List — Import your latest list into the New List tab.

Import Old List — Import your older list into the Old List tab.

Run Detective — To activate the Import Detective and Scan Historical records for duplicates.

Export List — Export your filtered results to a new sheet.

Reset — Clear GoSiftly tabs and start fresh.

Status — Live progress, Results, and any Issues.

How-To Videos

Authorizing & Connecting the Features

  • Open the Control Panel

  • Approve permissions

  • Confirm the status line shows “Ready”

Importing Lists

  • New vs. Old imports

  • CSV tips (headers, 10–15k rows)

  • What to do if a row is skipped

Exporting Lists

  • Include/exclude suspects

  • Where the exported file is saved

  • Opening the Portfolio Report

Resetting The Tool

  • What Reset clears

  • What it never touches

  • When to use it

Using The Import Detective

  • How the scan works

  • Reading the Detective Report

  • Reading the Portfolio Report

Additional Tips

  • Importing into the New list Tab and running the Import Detective

  • Trim extra rows and Columns after Exports

Troubleshooting

Nothing happens when I click “Open Control Panel.”

1. Reload the sheet, From the menu section go to → GoSiftly → Open Control Panel.

2. If you see “Authorization required,” follow Quick Start steps.

3. Try a different browser profile (no extensions).

I keep seeing authorization prompts.

You likely copied the sheet. Approve once per new copy: GoSiftly → Open Control Panel → Allow.

Import fails or some rows are missing.

Confirm the file being imported is a CSV, has one header row, Isn’t more than 15,000 records. Remove stray quotes/newlines.

Status shows an error.

Click Reset, reopen the panel, try again. If it repeats, copy the status text and contact support.

I don’t see the “GoSiftly” menu

Refresh the tab; make sure the add-on is installed for this account.

Frequently Asked Questions

How do I install and authorize GoSiftly Pro?

Open Google Sheets → click GoSiftly in the top menu → Open Control Panel. The first time, you’ll be asked to approve access. Grant permissions to unlock all features.

Where are my exports saved?

Exports are saved In Google Drive as a new spreadsheet

Does Reset delete my historical log or backups?

No, Reset only clears working tabs.

How big can my CSV files be?

Up to ~15,000 records per import for best performance.

Still have Questions?

Fill out the form below or email support@GoSiftly.com. We'll respond as quickly as possible.

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