Documentation

Complete guide to using Relto for professional network intelligence.

Getting Started

Relto is a Google Apps Script application that syncs your calendar events and emails, matches them with LinkedIn connections, and provides analytics on your professional network.

Installation

Step 1: Install from Google Workspace Marketplace

1. Go to the Google Workspace Marketplace (link will be provided after approval)
2. Search for "Relto" or click the direct installation link
3. Click "Install" and grant the required permissions

Step 2: Grant Permissions

Relto requires the following permissions:

• calendar.readonly - Read your calendar events to track meetings
• gmail.readonly - Read email metadata (from/to/date) for enrichment
• spreadsheets - Create and manage your Relto data sheet
• script.external_request - License verification (optional)

Step 3: First Launch

After installation, Relto will automatically create a spreadsheet named Linkedin_contact_finder in your Google Drive. This spreadsheet contains:

• Contacts sheet - Your enriched contact database
• Interaction History sheet - Every meeting and email tracked
• Settings sheet - Configuration (excluded domains, auto-sync frequency)

Your First Sync

Calendar Sync (Recommended First)

Start with a quick calendar sync to populate your contact database:

1. Open the Relto web app (opens automatically after installation)
2. Go to the "Sync Data" tab
3. Choose a time range:
   • Last Week - Quick test (recommended for first time)
   • Last Month - Good starting point
   • Last 3 Months - Comprehensive recent data
   • All Time - Complete history (may take longer)
4. Click "Start Calendar Sync"
5. Wait for completion (typically fast)

Gmail Enrichment (Optional)

After the calendar sync, optionally run Gmail enrichment to add email data:

1. In the "Gmail Enrichment" section
2. Enable "Smart Mode" to only enrich contacts missing email data
3. Choose a time range (same options as calendar)
4. Click "Enrich from Gmail"
5. Wait several minutes (depending on email volume)

Duplicate Detection & Management

As you sync data from multiple sources, duplicate contacts may appear. Relto includes intelligent duplicate detection to keep your database clean.

Scanning for Duplicates

1. Go to the "Sync Data" tab
2. Find the "Duplicate Detection" section
3. Click "Scan for Duplicates"
4. Wait for the scan to complete (usually fast)

Types of Duplicates Detected

• Exact Email Duplicates - Same email address appears multiple times
• Similar Names - Similar names with the same email domain (e.g., j.smith@company.com and john.smith@company.com)
• LinkedIn Profile Duplicates - Multiple contacts pointing to the same LinkedIn profile
• Name Variations - Different spellings or formats of the same name

Reviewing Duplicates

After scanning, you'll see a list of potential duplicates grouped by confidence:

• High Confidence - Very likely duplicates (90%+ match)
• Medium Confidence - Probable duplicates (70-89% match)
• Low Confidence - Possible duplicates (50-69% match)

Removing Duplicates

You have several options:

1. Review Individually - Check each duplicate pair and choose which to keep
2. Auto-Remove Exact Matches - Automatically remove perfect duplicates
3. Merge Contacts - Combine data from both contacts into one
4. Keep All - If they're actually different people

Best Practices

• Run duplicate detection after major syncs (especially "All Time" syncs)
• Review before removing - false positives can occur
• Merge rather than delete when both contacts have valuable data
• Check LinkedIn profiles to confirm identity

LinkedIn Import & Matching

Download Your LinkedIn Data

1. Go to LinkedIn Data Download
2. Request a copy of your data (takes ~10 minutes to prepare)
3. Download the ZIP file when ready
4. Extract and find:
   • Connections.csv - Your LinkedIn connections
   • Invitations.csv - Pending invitations

Import Connections

1. Go to the "LinkedIn Import" tab in Relto
2. Click "Choose File" under "Step 1: Import"
3. Select your Connections.csv file
4. Click "Upload Connections"
5. Wait for import confirmation

Match with Your Contacts

1. Click "Step 2: Match Connections"
2. Wait for the matching algorithm to complete
3. Review matches by confidence level:
   • High (90-100%) - Name + company match
   • Medium (80-89%) - Name OR company match
   • Low (70-79%) - Partial match
4. Approve/reject matches individually or in bulk
5. Click "Save Approved Matches"

Data Quality Management

Quality Assessment

Relto automatically assesses data quality and categorizes contacts:

• Good Quality - Full name, company, LinkedIn profile
• Needs Review - Missing one field or auto-generated name
• Poor Quality - Email-derived name, multiple missing fields

Inline Editing

Fix data quality issues directly in the UI:

1. Go to the "Data Quality" tab
2. Filter by issue type (All / Poor / Needs Review)
3. Click on any field to edit inline
4. Click "Save" to apply changes

Mass Lookup from Gmail

For contacts with auto-generated names:

1. Select multiple contacts using checkboxes
2. Click "Lookup Names from Gmail"
3. Relto searches Gmail for the sender's actual name
4. Updated contacts are highlighted automatically

Database Status & Statistics

The Database Status tab provides a comprehensive overview of your entire Relto database. Use this to monitor your data health and track growth over time.

Accessing Database Status

1. Click the "Database Status" tab in the navigation
2. Wait for statistics to load (usually instant)
3. Review all metrics displayed

Key Metrics Displayed

Contact Statistics

• Total Contacts - All unique contacts in your database
• LinkedIn Connected - Contacts matched with LinkedIn profiles
• LinkedIn Coverage % - Percentage of contacts with LinkedIn data
• Contacts with Meetings - Contacts you've met with in person/video
• Contacts with Emails - Contacts you've emailed with

Interaction Statistics

• Total Meetings - All calendar events tracked
• Total Emails Sent - Emails you've sent to contacts
• Total Emails Received - Emails received from contacts
• Total Interactions - Combined meetings + emails

Database Health

• Data Quality Score - Overall quality percentage
• Contacts Needing Review - Missing or incomplete data
• Duplicate Contacts - Potential duplicates found
• Last Sync Date - When data was last updated

Storage Information

• Spreadsheet Size - Total data storage used
• Interaction History Rows - Number of tracked events
• Average Interactions per Contact - Engagement metric

Understanding the Metrics

When to Check Database Status

• After Major Syncs - Verify data was imported correctly
• Monthly Reviews - Track network growth over time
• Before LinkedIn Import - See baseline coverage
• After Cleanup - Confirm improvements in data quality
• Troubleshooting - Diagnose sync or data issues

Interaction History Deep Dive

Your Interaction History sheet (accessible via Google Sheets button) contains a detailed log of every meeting and email tracked:

• Contact Email - Who the interaction was with
• Interaction Type - Meeting, Email Sent, or Email Received
• Date - When the interaction occurred
• Subject/Title - Meeting title or email subject
• Metadata - Additional context (meeting duration, attendees, etc.)

Analytics & Insights

Relto provides powerful analytics to visualize your network and identify key relationships. Analytics come in two levels: Basic (all plans) and Advanced (Pro plan only).

Basic Analytics (All Plans)

Network Overview

High-level statistics about your professional network:

• Total Contacts - Your complete network size
• LinkedIn Coverage % - Percentage connected on LinkedIn
• Average Meetings per Contact - Networking frequency
• Total Interactions - Combined meetings + emails
• Active This Month - Contacts you engaged with recently
• New This Week - Recently added contacts

Contacts by Company

Understand your network distribution across companies:

• Bar Chart View - Visual representation of top companies
• Pie Chart View - Proportional company distribution
• Table View - Detailed list with contact counts
• Filters: Show top 5, 10, 20, or all companies
• Search: Find specific companies quickly
• Click to Drill Down: View all contacts at selected company

Engagement Timeline

Track your networking activity over time:

• Line Chart - Meeting frequency over time
• Weekly Grouping - Data grouped by week for clarity
• Readable Labels - Easy-to-read date formatting
• Trend Identification - Spot busy vs. quiet periods
• Hover for Details - Exact counts on mouseover

Top Contacts

Your most active relationships ranked by total interactions:

• Bar Chart - Visual ranking of key contacts
• Top 10 Default - Shows your strongest connections
• Interaction Count - Total meetings + emails per person
• Click to View Details - Open full contact profile

Advanced Analytics (Pro Plan)

Pro plan unlocks advanced analytics with deeper insights, filtering, and interactive visualizations.

Enhanced Filtering

• Company Filter - Analyze specific companies or industry sectors
• Date Range Filter - Focus on specific time periods
• LinkedIn Status Filter - Compare connected vs. not connected
• Interaction Type Filter - Meetings only, emails only, or both
• Contact Quality Filter - High quality vs. needs review

Company Deep Dive

Advanced company-level analytics:

• Company Timeline - When did you first/last interact with this company?
• Contact Distribution - Departments, roles, seniority levels
• Engagement Patterns - Peak activity months/quarters
• LinkedIn Penetration - Coverage within each company
• Contact Growth - How your network at each company has grown

Interaction Heatmap

Visualize networking patterns:

• Calendar Heatmap - See busy/quiet days at a glance
• Day of Week Analysis - Which days you network most
• Hour of Day Distribution - Peak meeting hours
• Month-over-Month Comparison - Track changes over time

Relationship Strength Scoring

Automated scoring of relationship strength:

• Strong: 10+ interactions, recent activity (last 30 days)
• Moderate: 3-9 interactions, somewhat recent (last 90 days)
• Weak: 1-2 interactions or no recent activity
• At Risk: Previously strong but no recent activity (180+ days)
• Actionable Insights: Suggestions for who to reconnect with

Network Growth Tracking

• Growth Chart - Total contacts over time
• Acquisition Channels - Where new contacts come from
• Retention Metrics - How many contacts remain active
• Churn Analysis - Contacts you've lost touch with

Interactive Data Tables

All analytics include detailed data tables:

• Sortable Columns - Click headers to sort
• Search/Filter - Find specific data points
• Export to CSV - Download data for custom analysis
• Pagination - Navigate large datasets easily

Custom Reports (Coming Soon)

Future Pro features:

• Scheduled email reports
• Custom dashboards
• Comparison between contacts
• Predictive analytics (likely to churn)
• ROI tracking for networking efforts

Interpreting Your Analytics

Healthy Network Indicators:

• ✅ LinkedIn coverage above 60%
• ✅ Steady or growing contact count month-over-month
• ✅ High percentage of "Strong" relationships (20%+ of total)
• ✅ Regular engagement (consistent interaction timeline)
• ✅ Diverse company distribution (not over-reliant on one company)

Red Flags to Address:

• ⚠️ Decreasing engagement trend
• ⚠️ Many "At Risk" relationships (no activity in 6+ months)
• ⚠️ Low LinkedIn coverage (<40%)
• ⚠️ Over-concentration in one company (>50% of network)
• ⚠️ Large gaps in interaction timeline

Actionable Insights:

Use analytics to guide your networking strategy:

• Reconnect: Reach out to "At Risk" contacts with high historical engagement
• Diversify: If too concentrated in one company, expand to others
• Maintain: Schedule regular check-ins with "Strong" relationships
• LinkedIn: Focus on connecting with contacts showing "Not Connected"
• Prioritize: Top contacts deserve more attention and follow-up

Exporting Analytics Data

All charts and tables can be exported:

1. Click the "Export" button on any chart
2. Choose format: CSV, PNG (image), or PDF
3. Use exported data in presentations, reports, or custom analysis
4. Combine with other tools (Excel, Tableau, Power BI)

Advanced Features

Auto-Sync

Schedule automatic syncs (Professional Plan only):

1. Go to Settings tab
2. Enable "Auto-Sync"
3. Choose frequency: Daily or Weekly
4. Saves settings automatically

Auto-sync runs calendar-only sync (fast) at 6 AM UTC every day/week.

Domain Exclusion

Exclude internal company domains from sync:

1. Go to Settings tab
2. In the "Excluded Domains" section
3. Add domains (e.g., yourcompany.com)
4. Click "Save Excluded Domains"
5. Re-run sync to apply

Tip: Your own email domain is added by default on first setup.

Custom Date Range Sync

Sync a specific date range:

1. In the Sync Data tab
2. Select "Custom Date Range"
3. Choose start and end dates
4. Click "Sync Date Range"

Daily Summary Email

Stay informed about your network activity with automated daily summary emails. After each scheduled sync, receive a comprehensive email with your latest contacts and upcoming meetings.

Enabling Daily Summary Email

1. Go to the "Auto-Sync" tab
2. Scroll down to the "Daily Summary Email" section
3. Toggle the switch to "ON"
4. Confirmation message will appear

What's Included in the Email

1. Sync Results Summary

• Number of new interactions found
• Number of contacts updated
• Sync duration and status
• Any errors or warnings

2. New Contacts (Last 48 Hours)

See all contacts added to your database in the last 2 days, including:

• Full Name - Contact's name
• Email Address - Contact email
• Company - Where they work
• LinkedIn Status - Connected or Not Connected
• Date Added - When they entered your database

3. Tomorrow's Meetings

Get prepared for tomorrow's meetings with full attendee intelligence:

• Meeting Time & Title - When and what
• All Attendees Listed - Everyone invited
• LinkedIn Status for Each Attendee - See who you're connected with
• Clickable LinkedIn Profile Links - Review profiles before meeting
• Past Meeting History - Number of previous meetings with each person
• Company Information - Where they work

Testing the Email Feature

Before waiting for the next auto-sync, you can send a test email:

1. In the Daily Summary Email section
2. Click "🧪 Test Email Now"
3. Wait a few seconds for processing
4. Check your inbox (and spam folder first time)
5. Review the test email to see what you'll receive

Email Delivery Details

• Sender - Emails come from your own Google account (via Apps Script)
• Subject Line - "📊 Daily Summary - X new contacts, Y meetings tomorrow"
• Format - Both HTML (pretty) and plain text (fallback)
• Frequency - Matches your auto-sync schedule
• Time - Sent immediately after each scheduled sync completes

Quick Stats Display

The Daily Summary Email section also shows live statistics:

• New Contacts (48h) - Real-time count of recent additions
• Tomorrow's Meetings - How many meetings are scheduled

These stats update automatically when you open the Auto-Sync tab.

Disabling Daily Emails

If you want to stop receiving emails:

1. Go to the "Auto-Sync" tab
2. Toggle the Daily Summary Email switch to "OFF"
3. Auto-sync will continue, but emails will stop

Gmail Filter Recommendations

To keep your daily summaries organized, create a Gmail filter:

1. In Gmail, search for: subject:"Daily Summary"
2. Click the filter icon (or "More" → "Filter messages like these")
3. Create filter with these settings:
   • Apply label: "Relto/Daily Summaries"
   • Never send to spam: ✓
   • Mark as important: ✓
   • Categorize as: Primary

Export & Billing Management

Exporting Your Data

Relto allows you to export your data for use in other applications, backup purposes, or advanced analysis.

Using the Export Button

1. Click the "Export" button in the header (top right)
2. Choose export format:
   • CSV - For Excel, Google Sheets, or database import
   • JSON - For custom applications or data processing
3. Select what to export:
   • All Contacts - Complete contact database
   • Filtered Contacts - Only contacts matching current filters
   • Interaction History - All meetings and emails
4. Click "Download"
5. File downloads to your computer

Direct Google Sheets Access

For real-time access to your data:

1. Click the "Google Sheets" button in the header
2. Your Relto spreadsheet opens in a new tab
3. All sheets are accessible:
   • Contacts - Main contact database
   • Interaction History - Detailed event log
   • Settings - Configuration options

Export Use Cases

• CRM Integration - Import contacts into Salesforce, HubSpot, etc.
• Backup - Keep offline copies of your network data
• Analysis - Use Excel or Python for custom analytics
• Reporting - Create presentations or reports for your team
• Migration - Move data to another system

Managing Your Subscription

Accessing the Billing Portal

Manage your Relto subscription through the Stripe billing portal:

1. Look for the "Manage Subscription" or "Billing" option in settings
2. Click to open the Stripe Customer Portal
3. You'll be redirected to a secure Stripe page

What You Can Do in Billing Portal

• Update Payment Method - Add new card, update billing details
• Change Plan - Upgrade from Simple to Advanced or Pro
• View Invoices - Download past receipts and invoices
• Update Billing Info - Change address, tax ID, company name
• Cancel Subscription - Downgrade or cancel service

Subscription Changes

Upgrading:

• Changes take effect immediately
• Prorated charge for the remainder of current billing period
• New features unlock instantly

Downgrading:

• Changes take effect at end of current billing period
• You keep premium features until then
• Data is preserved, but some features become locked

Canceling:

• Access continues until end of paid period
• No automatic data deletion
• Can resubscribe anytime to regain access
• Your Google Sheet remains in your Drive

Plan Features & Entitlements

Relto offers three plans to fit different networking needs. Here's what each plan includes:

Simple Plan

Best for: Casual networkers, small contact lists, occasional sync needs

✅ Included Features:

• ✅ 7 Days Sync - Sync last week of calendar and emails
• ✅ Unlimited Contacts - No limit on contact storage
• ✅ Manual Sync - Sync whenever you want
• ✅ Basic Analytics - View contact statistics and charts
• ✅ Data Quality Tools - Inline editing, quality assessment
• ✅ Duplicate Detection - Find and remove duplicates
• ✅ Google Sheets Access - Direct access to your data
• ✅ Export (CSV/JSON) - Download your data anytime

❌ Not Included:

• ❌ Auto-Sync scheduling
• ❌ Daily summary emails
• ❌ LinkedIn import & matching
• ❌ Extended sync ranges (1-3 months, all time)
• ❌ Advanced analytics

Advanced Plan

Best for: Active networkers, growing contact lists, regular sync needs

✅ Everything in Simple, PLUS:

• ✅ 1 Month Sync - Sync last month of data
• ✅ 3 Months Sync - Sync last quarter
• ✅ Auto-Sync (Daily or Weekly) - Automated scheduled syncs
• ✅ Daily Summary Email - Automated email reports
• ✅ Priority Support - Faster response times

❌ Not Included:

• ❌ LinkedIn import & matching
• ❌ Unlimited/custom date range sync
• ❌ Advanced analytics

Pro Plan

Best for: Power users, large networks, comprehensive network intelligence

✅ Everything in Advanced, PLUS:

• ✅ Unlimited Sync - Sync all historical data, any time range
• ✅ Custom Date Range - Sync specific periods
• ✅ LinkedIn Import & Matching - Upload Connections.csv, smart matching
• ✅ Advanced Analytics - Full analytics dashboard with interactive charts
• ✅ Bulk Operations - Update, merge, or delete multiple contacts at once
• ✅ Premium Support - Priority support with account manager
• ✅ API Access (coming soon) - Programmatic access to your data

Feature Comparison Table

Feature	Simple	Advanced	Pro
Sync Range	7 Days	1-3 Months	Unlimited
Auto-Sync	❌	✅	✅
Daily Email	❌	✅	✅
LinkedIn Import	❌	❌	✅
Advanced Analytics	❌	❌	✅
Contacts Storage	Unlimited	Unlimited	Unlimited

Upgrading Your Plan

1. Access the billing portal (see Export & Billing section above)
2. Click "Update Plan"
3. Select your new plan
4. Confirm the change
5. New features unlock immediately

Troubleshooting

Common issues and solutions. If your problem isn't listed here, contact support at support@relto.io

Sync Issues

Sync Times Out (DEADLINE_EXCEEDED)

Problem: Sync fails with "DEADLINE_EXCEEDED" or timeout error

Why it happens: Google Apps Script has a maximum execution time (6 minutes for free, 30 minutes for Workspace)

Solutions:

• ✅ Use shorter time ranges - Sync 1-3 months at a time instead of "All Time"
• ✅ Calendar-only first - Run calendar sync (fast), then Gmail enrichment separately
• ✅ Enable Smart Mode - For Gmail enrichment, use Smart Mode to only process contacts missing email data
• ✅ Reduce concurrent operations - Close other tabs/apps using Google services
• ✅ Try again later - Google's servers may be under load

No Contacts After Sync

Problem: Sync completes successfully but no contacts appear in the database

Solutions:

• Check excluded domains - Your contacts might be filtered out (Settings tab)
• Verify calendar has events with attendees in the selected time range
• Check that attendees have email addresses (not just "John Smith")
• Open Google Sheets directly - Verify data is actually missing vs. UI display issue
• Check browser console for errors: Press F12 → Console tab

Sync Progress Stuck

Problem: Progress bar doesn't move or gets stuck at a certain percentage

Solutions:

• Wait 10 minutes - Some operations take time without visual feedback
• Check browser's network tab (F12 → Network) for ongoing requests
• Refresh the page - Progress may have completed but UI didn't update
• Cancel and restart - Click cancel, wait 30 seconds, try again

Duplicate Interactions

Problem: Same meeting appears multiple times in history

Solutions:

• This is usually caused by running multiple syncs overlapping time ranges
• Run Duplicate Detection to identify and remove them
• Use Custom Date Range to sync specific periods without overlap

LinkedIn Import Issues

LinkedIn Matching Doesn't Work

Problem: No matches found or very few matches after LinkedIn import

Solutions:

• ✅ Ensure CSV file is from LinkedIn (not manually created or edited)
• ✅ Check that contacts have been synced first - You need existing contacts to match against
• ✅ Verify LinkedIn CSV has correct columns: First Name, Last Name, Email, Company
• ✅ Look for company name variations - "Google" vs "Google LLC" vs "Google Inc."
• ✅ Check confidence levels - Lower threshold to see more potential matches (with more false positives)

Cannot Upload LinkedIn CSV

Problem: Error when uploading Connections.csv file

Solutions:

• Check file size - Files over 5MB may fail. Use "Connections.csv" not the full archive
• Ensure file is UTF-8 encoded (re-download from LinkedIn if needed)
• Don't edit the CSV in Excel - Open/save corrupts format. Use original download
• Clear browser cache and try again

LinkedIn Status Not Showing

Problem: LinkedIn column is empty or says "Unknown"

Solutions:

• Have you imported LinkedIn connections? Status only shows after import
• Check if contact email matches LinkedIn connection email
• Use Manual Override - Right-click contact to manually set LinkedIn status

License & Permission Issues

License Verification Failed

Problem: App says "License verification failed" or blocks access

Solutions:

• Check internet connection - Verification requires network access
• Verify your subscription is active - Check billing portal
• Ensure you're logged in with the correct email (the one used to subscribe)
• Wait 5 minutes - Stripe can take time to sync subscription status
• Contact support with your subscription email if issue persists

Permission Errors

Problem: "Authorization required" or permission errors when running sync

Solutions:

• Click the authorization prompt and grant all requested permissions
• Ensure you grant both Calendar and Gmail access
• If already granted, try: Apps Script → Remove all triggers → Reinstall app
• Check Google Account settings - Some admins restrict third-party apps

Feature Locked/Disabled

Problem: Feature shows "Premium" badge or is disabled

Solutions:

• Check your current plan in settings
• See Plan Features section for what's included in each tier
• Upgrade your plan to unlock premium features
• If you recently upgraded, refresh the page and wait 5 minutes for activation

Data Quality Issues

Auto-Generated Names (noreply, no-reply)

Problem: Contacts appear as "noreply" or "no-reply" instead of real names

Why it happens: Email came from automated system (notifications, newsletters) without sender name

Solutions:

• These are usually not real contacts - Consider deleting them
• Use Data Quality tab to filter and bulk delete
• Add domains like "noreply@..." to Excluded Domains to prevent future imports
• For legitimate contacts, use "Lookup Names from Gmail" to find real names

Missing Company Information

Problem: Many contacts have blank company field

Solutions:

• Import LinkedIn data - Company info comes from LinkedIn profiles
• Manually edit using inline editing in Contacts tab
• Export to Excel, fill in, re-import (advanced users)
• Email signatures don't always include company - Limited automated detection

LinkedIn Profile URL Wrong

Problem: LinkedIn link goes to wrong person or 404 page

Solutions:

• Use LinkedIn Override field to manually correct the URL
• Person may have changed their LinkedIn URL - Search manually and update
• Re-import LinkedIn connections if they changed their profile

Performance Issues

App Loads Slowly

Problem: Web app takes long time to open or tabs are slow

Solutions:

• Large databases (1000+ contacts) take longer to load
• Close other browser tabs to free up memory
• Use Chrome or Edge for best performance (not Safari/Firefox)
• Clear browser cache: Settings → Privacy → Clear browsing data
• Consider archiving old contacts you no longer interact with

Charts Not Rendering

Problem: Analytics tab shows blank spaces where charts should be

Solutions:

• Check browser console for JavaScript errors (F12 → Console)
• Disable ad blockers - They sometimes block Chart.js library
• Ensure you have internet connection - Charts load from CDN
• Try different browser or incognito mode

Email & Notification Issues

Daily Summary Email Not Arriving

Problem: Enabled daily email but not receiving it

Solutions:

• Check spam folder - First emails often go to spam
• Mark as "Not Spam" and whitelist sender
• Verify auto-sync is running - Emails only sent after scheduled syncs
• Check toggle is ON in Auto-Sync tab
• Send test email to verify email delivery works
• Gmail filters may be routing it - Check "All Mail"

Email Contains Wrong Data

Problem: Daily summary shows incorrect contacts or meetings

Solutions:

• Check your timezone - Meetings may shift dates
• Email shows "tomorrow's meetings" based on when sync runs (usually 6 AM)
• Ensure sync completed successfully before email was sent
• Check Google Sheets to verify data is correct

Data Not Updating

Problem: Changes not reflected in UI

Solutions:

• ✅ Hard refresh: Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac)
• ✅ Clear cache: Browser settings → Clear browsing data → Cached images and files
• ✅ Check source: Open Google Sheet directly to verify data is actually there
• ✅ Wait a moment: Some operations take 30-60 seconds to reflect in UI
• ✅ Reload app: Close tab completely and reopen web app

Getting More Help

Known Limitations

• Google Apps Script Timeout: Very large syncs (5+ years of data) may require multiple runs
• LinkedIn Data: No automated LinkedIn sync - Must manually download and import
• Email Content: We only read metadata (sender, date), never email body/subject content
• Shared Calendars: Only syncs from default calendar, not shared/secondary calendars
• Contact Photos: Not imported or displayed (privacy consideration)

Communication with Relto Servers

While all your contact data stays in your Google Sheet, Relto does communicate with our servers for specific purposes:

License Verification

When you launch Relto, the application verifies your license with our server to ensure you have an active subscription. This check sends only your email address and receives back your plan status and entitlements.

Usage Analytics

To improve the product, Relto sends anonymous usage statistics to our servers. This includes:

• Feature usage (which buttons you click, which tabs you use)
• Sync frequency and duration
• Error events (for debugging purposes)
• Your email address (to identify your account)

Important: We do NOT send any contact data, names, companies, or interaction details to our servers. Only usage metrics are transmitted.

Feedback System

If you encounter issues or want to report a bug, Relto includes a feedback system that allows you to send details directly to our support team. This feature will be implemented in a future update.

Need More Help?

Can't find what you're looking for? Contact our support team and we'll help you out.