Capsule
Google Sheets + Capsule Integration
Query from Capsule CRM into Google Sheets or Post data from Google Sheets into Capsule CRM
What is Sheet Director?
Sheet Director is a Google Workspace 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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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.Â
Capsule to Google Sheets: Use Case(s)
> Pull data from Capsule objects and store it into a spreadsheet - Query
> Push data from spreadsheet to Capsule - Post
Capsule
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets & Capsule?
Table Of Contents
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:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
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 valueÂ
(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 mappingÂ
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* fieldsÂ
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
Google Sheet to Capsule - Sync
Select service as Synchronize Capsule.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Capsule.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Capsule.
Capsule Wins
Google Sheet Wins
Capsule Wins: Latest data from Capsule will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Capsule.
Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.
Capsule Wins
Select Capsule.
The latest updated data from Capsule will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Capsule will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Capsule.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Capsule will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
