Copper
Google Sheets + Copper Integration
Query from Copper into Google Sheets or Post data from Google Sheets into Copper.
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, Zendesk, etc.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is Copper?
Copper CRM is designed for G Suite users to manage relationships and sales pipeline. ... MANAGE YOUR SALES PIPELINE Copper’s native G Suite integration lets you manage leads and close deals right from Gmail.Â
Copper to Google Sheets: Use Case(s)
> Pull data from Copper objects and store it into a spreadsheet - Query
> Post data from spreadsheet to Copper - Post
Copper CRM
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets and Copper CRM?
Setting up Copper in Sheet Director
Choose App and Service:
Select Copper from the list of applications.
Select service.
Copper Configuration
Provide your API Key
Provide your copper email address
Click on connect to Copper to connect to Copper so that you can pull data.
To get Copper API Key
On left side bar click on SettingsÂ
You can find your Integration section by scrolling down the bar as shown as below image
click on Integration > API Keys
If API Key not generated click on GENERATE API KEY
You can copy and paste it in sheet director
Copper to Google Sheet - Query
If Copper 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
Google Sheet to Copper - 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 Copper
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Copper - Sync
Select service as Synchronize Copper.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Copper.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Copper.
Copper Wins
Google Sheet Wins
Copper Wins: Latest data from Copper will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Copper.
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.
Copper Wins
Select Copper.
The latest updated data from Copper 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 Copper 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 Copper.
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 Copper 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.
