Push Ultimate Member exports into Google Sheets

August 6, 2026 / Ultimate Member

Want your Ultimate Member list to land in a live Google Sheet — for ops dashboards, marketing handoffs, or shared reporting — without downloading files by hand?

UM Export Pro can push a scheduled CSV export straight into Google Sheets. Connect a Google Cloud service account once, pick a spreadsheet and tab per preset, and each run replaces the sheet data starting at cell A1.

Free vs Pro — what you need

CapabilityFreePro
Export members to CSV / downloadYes (CSV, max 2,000 rows)Yes
Scheduled automatic deliveryNoYes
Push export into Google SheetsNoYes — required
Deliveries page (service account)NoYes
Sheets sync format—CSV only (not Excel .xlsx)

Bottom line: Google Sheets delivery is Pro-only. Free can export CSV you paste into Sheets manually; Pro can update the spreadsheet on a schedule.

Upgrade: UM Export Pro

How it works

  1. You connect a Google service account under UM Export → Deliveries.
  2. You share your Google Spreadsheet with that service account email as Editor.
  3. You save an export preset and enable Update a Google Sheet on the schedule.
  4. On each run, Pro exports matching members to CSV, then writes all rows into the chosen tab from A1 (header + data).

Important: Each successful sync replaces the values written from A1 with the latest export. Do not use the same tab for manual notes you want to keep — use a dedicated tab (or spreadsheet) for UM Export.

Part 1 — Connect Google Sheets (one-time)

1. Create a Google Cloud service account

  1. Open Google Cloud Console.
  2. Create or select a project.
  3. Enable the Google Sheets API for that project.
  4. Go to IAM & Admin → Service Accounts → create a service account.
  5. Create a JSON key and download the key file.

You only need Sheets write access for this integration (the plugin requests the spreadsheets scope).

2. Paste the JSON in WordPress

  1. In WordPress, open UM Export → Deliveries.
  2. Paste the full service account JSON into Service account JSON.
  3. Click Save delivery settings.
  4. The page should show the Service account email (looks like name@project.iam.gserviceaccount.com).
  5. Use Test connection → Test Google Sheets auth to confirm the key signs in successfully.

📸 Screenshot 1 — Deliveries
Deliveries page with service account JSON saved and the service account email displayed.

Optional (agencies / locked sites): define the JSON in wp-config.php instead of storing it in the database:

define( 'UM_EXPORT_GOOGLE_SERVICE_ACCOUNT_JSON', '{ ... full JSON ... }' );

3. Share the spreadsheet

  1. Create or open the target Google Sheet.
  2. Click Share.
  3. Add the service account email as Editor.
  4. Copy the Spreadsheet ID from the URL:
https://docs.google.com/spreadsheets/d/THIS_IS_THE_SPREADSHEET_ID/edit

Note the tab name you want updated (default in the plugin is Sheet1). Create a dedicated tab such as UM Members if you prefer.

Part 2 — Schedule the export into Sheets

  1. Go to UM Export → Export.
  2. Step 1: set filters (role, status, dates, Woo/FluentCRM rules, etc.).
  3. Step 2: choose columns (Email, Name, Role, custom fields…).
  4. Step 3: enter a preset name and click Save preset.
  5. Expand Send this member list automatically and enable the schedule.
  6. Set File type to CSV (required for Google Sheets).
  7. Under destinations, check Update a Google Sheet.
  8. Paste the Spreadsheet ID and set the Tab name.
  9. Choose frequency (every day / every hour / once a week).
  10. Optional: also email yourself a download link as a backup.
  11. Save the preset, then click Send now to test immediately.

📸 Screenshot 2 — Schedule panel
“Update a Google Sheet” checked, Spreadsheet ID + tab name filled, file type = CSV.

After a successful run, open the sheet — you should see headers in row 1 and member rows below. Check Activity on the Export page for delivery status pills (Google Sheets success/failure).

CSV vs Excel for Sheets

FormatGoogle Sheets destination
CSVSupported — required for Sheets sync
Excel (.xlsx)Not supported for Sheets — use email or Dropbox instead

If the schedule format is Excel, the Google Sheets destination will not sync that run as sheet cells. Keep the scheduled file type on CSV when Sheets is enabled.

Useful patterns

Daily approved members board

  1. Filter: Account status = Approved.
  2. Columns: ID, Email, Name, Role, Registered Date.
  3. Schedule: Every day → CSV → Google Sheet tab Approved.

Delta sync (only new/updated members)

  1. Enable Only new or updated members on the schedule.
  2. Pro includes people who joined or updated their profile since the last successful send.
  3. Best for CRM/ops sheets where you append elsewhere — remember this destination still replaces from A1 on the target tab, so use a dedicated “delta” tab if you need a full overwrite of only the latest changes.

Marketing + ops share one workbook

  • Tab All members — full daily CSV sync
  • Tab Inactive 90d — separate preset with inactivity filter
  • Keep human analysis on other tabs the plugin never touches

Security notes

  • Treat the service account JSON like a password. Prefer wp-config.php on production.
  • Share only the specific spreadsheet(s) the service account needs — not your whole Drive.
  • Use a dedicated Google Cloud project for WordPress integrations when possible.
  • Scheduled download links (if you also email a link) expire in about 24 hours; the Sheet itself stays updated until the next run.

Troubleshooting

IssueFix
“Update a Google Sheet” is disabled / asks to connectOpen UM Export → Deliveries, paste valid JSON, save, then Test connection.
Permission / forbidden errorsShare the spreadsheet with the exact service account email as Editor. Enable Sheets API on the GCP project.
Wrong spreadsheet updatedDouble-check Spreadsheet ID from the URL (/d/…/edit).
Wrong tab / “Unable to parse range”Tab name must match exactly (case-sensitive), e.g. Sheet1 vs UM Members.
Sheet not updating on Excel scheduleSwitch file type to CSV.
Old rows still visible below new dataEach run writes from A1 for the new size. If a previous export had more rows, clear the tab once or use a fresh tab so leftover cells don’t confuse readers.
Empty export skippedIf filters match zero members, delivery is skipped. Widen filters or check Activity.
No Google option at allYou’re on Free — upgrade to Pro.

Quick checklist

  1. Pro active → Deliveries → service account JSON → Test auth
  2. Share Sheet with service account email (Editor)
  3. Export preset → schedule → CSV → Update a Google Sheet
  4. Spreadsheet ID + tab name → Save → Send now
  5. Confirm rows in Sheets + success in Export Activity

Get Google Sheets delivery: UM Export Pro

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