Copper

Copper to Google Sheets: Integrate Google Sheets and Copper: 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.


It is available in the Google Workspace Marketplace. Please check the 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.

Copper to Google Sheets: 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

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 Settings

  • 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 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 Copper

Sample Output

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