Data Clips

Create Data Clip

Selected Records

0 records

Clip Name *

Comment

Collaborators (optional)

Internal teammates who can view and edit this clip. Not the customer.

Send to Customer

A shareable link will be generated — copy it and send to your customer however you like.

🔒 Lock Fields

Checked fields will be read-only for the customer.

⏱ Link Expiration

Recipient Name

Pre-filled on the guest submission form.

Recipient Email (optional, for your records)

Stored for reference — link is not emailed automatically.

Your guest link is ready

🔗

Copy this link and send it to your customer

They can review, edit, and submit the records back to you.

Review & Merge

Approved records will be written back to the source sheet. Rejected records are skipped.