> For the complete documentation index, see [llms.txt](https://docs.countercyclical.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.countercyclical.io/fundamentals/search/model-syncing.md).

# Model Syncing

Sync fundamental data between Countercyclical and your favorite spreadsheet providers.

<figure><img src="https://3856051622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuoSbSJEvJXClIRJg7TCt%2Fuploads%2FGG2ruxrTuodksc3jHJtc%2FCleanShot%202025-02-12%20at%2009.51.35%402x.png?alt=media&amp;token=8753ec34-ca8a-46e0-8374-ced1e2579181" alt=""><figcaption><p>Countercyclical · Search (Sync to Spreadsheet)</p></figcaption></figure>

{% hint style="info" %}
Microsoft Excel support for this feature is currently in progress!
{% endhint %}

## What is Model Syncing?

**Model Syncing** allows users to seamlessly sync fundamental financial data from Countercyclical to [Google Sheets](https://workspace.google.com/products/sheets/) for extensive financial modeling capabilities.&#x20;

This feature is designed for institutional investors, analysts, and researchers who need to work with historical financial data across multiple companies in a spreadsheet environment they're already familiar with.

With **Model Syncing**, you can:

* Select multiple **companies** at once to sync with your spreadsheet provider.
* Select from a variety of financial insights & statements to sync, including:
  * **Balance Sheet**
  * **Income Statement**
  * **Cash Flows**
  * **Revenue Segments** (Product Line and Geography)
  * **Key Performance Metrics**
  * And more.
* Choose a **date range** of up to **30 years** of historical data.
* Simultaneously create models in Google Sheets.

{% hint style="info" %}
Each new sync will create a separate spreadsheet for each company that's synced, even if you've made a sync in the past.

Users can sync up to **3** companies at once.

This is to establish data boundaries in the event you want to update your modify your sheet after the sync.
{% endhint %}

### Requirements

{% hint style="info" %}
You can link your Google Drive account (for Google Sheets) under the Connected Accounts tab in your Account Settings ([Settings > Account > General > Connected Accounts](https://dashboard.countercyclical.io/settings/account/general/connections))
{% endhint %}

* **Google Sheets** requires a Google account with **Google Drive access**.

### Using Model Syncing

**Model Syncing** is available on **Search** after you've queried for companies and selected, at least, one result:

<figure><img src="https://3856051622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuoSbSJEvJXClIRJg7TCt%2Fuploads%2FdFprzYEFtnc6Gqvpme7C%2FCleanShot%202025-02-11%20at%2009.13.21%402x.png?alt=media&amp;token=50d51eb3-cc16-43c0-a8c6-18a9193f24f8" alt=""><figcaption></figcaption></figure>

### Steps to Sync Data

After selecting at least one company in the Search result list, click on the "Sync to..." button to show the Model Syncing feature:

* **Choose Tabs**
  * Select which financial statements & insights you’d like to include in your model.
* **Pick a Date Range**
  * Select a start and end date for the historical data (up to 30 years).
* **Choose Spreadsheet Services**
  * Select **Google Sheets**
  * If selecting Google Sheets, make sure you've connected your Google Drive account to Countercyclical.

{% hint style="info" %}
Syncing to Google Sheets requires that you have a Connected Account in your settings.&#x20;

You can connect your [Google Drive](https://workspace.google.com/products/drive/) in your Account Settings ([Settings > Account > General > Connected Accounts](https://dashboard.countercyclical.io/settings/account/general/connections))
{% endhint %}

* **Start Syncing**
  * Click **"Sync"** to begin syncing.
  * Countercyclical will create a new spreadsheet in the provider(s) you selected.
* **Review and Use Data**
  * Once synced, your spreadsheet will include separate **tabs** for each report you selected iin Countercyclical.

{% hint style="warning" %}
If you notice any data inaccuracies, please reach out to us immediately at <support@countercyclical.io>&#x20;
{% endhint %}

***

## FAQ

<details>

<summary>What type of companies do you support for this feature?</summary>

We support all of the companies you can search for & find on Countercyclical for fundamental model syncing!

</details>

<details>

<summary>What if a company's financials update after I have initiated a sync?</summary>

We capture the data as-is when you initiate the sync between Countercyclical and your spreadsheet provider of choice.&#x20;

In the event a company updates their financials, you may need to create a new sync (with a new model) to capture theses changes effectively.

</details>