Capsule

Capsule to Google Sheets: Query from Capsule CRM into Google Sheets or Post data from Google Sheets into Capsule CRM using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,PayPal etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Capsule CRM?

CAPSULE CRM is for individuals, small businesses and sales teams wanting a simple, effective and affordable solution. Manage your contacts and their history.

Capsule to Google Sheets: Use Case(s)

> Pull all data from Capsule objects and store it into a spreadsheet.

> Push all data from spreadsheet to Capsule.

Capsule

Sheet Director

Google Sheets

Setting up Capsule in Sheet Director

Choose App and Service:

  • Select Capsule from the list of applications.

  • Select service as Query.


Capsule Configuration

  • Click on connect to Capsule to connect to Capsule so that you can pull data.


Capsule to Google Sheet - Query

  • If Capsule is connected successfully the following screen appears.

  • Select the required entity

  • Select the Filters as required.

  • Filters include fields, matches, value.

  • Select the maximum result that is required.


Destination Settings:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output

Google Sheet to Capsule - Post

Entity

  • Select the entity object that you need to post to

  • Select Apply Template or Setup Mapping

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)


Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post

  • Click post now to post the records on Capsule

Sample Output

It will show the counts of number of records posted successfully and failed to post