Copper

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,Zendesk etc.


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

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.

Use Case(s)

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

> Push all data from spreadsheet to Copper.

Copper CRM

Sheet Director

Google Sheets

Setting up Copper in Sheet Director

Choose App and Service:

  • Select Copper from the list of applications.
  • Select service
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

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.

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.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.
  • 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

Apply Template

  • If you need a demo template sheet to be added click on Apply Template

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
  • Select the Result column
  • If result column is not there, simply click the +button to add the sesult header on your sheet


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

Sample Output

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