Settings

Connect RealNex first, then manage import defaults, saved maps, and write behavior. Spreadsheet imports use these settings automatically.

1. Connect RealNex

Secure Access

Save a RealNex token, then test the connection before editing import defaults, maps, or write behavior.

RealNex
CHECKING
Write Mode
SAFE
Connection Status Idle
OpenAI can use the Goose default key when you have not saved BYOK. Claude and Gemini connector mode require your own saved key.
Leave blank to keep an existing OpenAI key or use the Goose default OpenAI key.
Blank key fields preserve existing saved values.
Verifies and refreshes the Goose server session, RealNex, and OAuth readiness before you authorize a Custom GPT. AI provider checks cover Goose OCR, PDFs, images, and enrichment jobs.
Goose Session
Waiting to test
Run a readiness check.
RealNex
Waiting to test
Run a readiness check.
AI Provider
Waiting to test
Run a readiness check.
Custom GPT
Waiting to test
Run a readiness check.
OAuth Config
Waiting to test
Run a readiness check.
Optional premium AI for Goose-side OCR, PDFs, images, business-card parsing, enrichment, and similar backend jobs. Normal Custom GPT RealNex actions use ChatGPT and do not require BYOAI.
BYOAI optional
Keys are encrypted at rest. Raw BYOAI keys are never shown after save.
Saved Key
No key saved
Not tested
2. Manage Saved Presets

Mapping Library

Saved Presets
Loading library...
Choose a saved preset from the list to inspect it. Autosaved from import review.
Mapped
-
Skipped
-
Unresolved
0
Last Updated
-
Entity Type
-
Field Mapping
Choose a preset to inspect its field pairs.
Skipped Fields
No skipped fields.
Choose a preset to inspect it.
3. Import Defaults

Write Behavior

Current mode: Safe Mode
Dashboard imports use this default automatically.
Default Import Mode
Choose how Goose should handle existing matches before you import.
Applies To
These defaults carry into dashboard imports and saved maps until you change them here.