Import Close CRM Data into Google Sheets [API Tutorial]

Connecting the Close CRM API to Google Sheets

Close is the inside sales CRM of choice for startups and SMBs. We can use the Close API to import data from Close into Google Sheets. In this tutorial, we’ll show you how to connect the Close REST API to Google Sheets in 5 steps:

Install the Apipheny add-on
Obtain an API key
Choose a Close API endpoint
Enter the Close API request into the Apipheny add-on
Run the Close API request in your Google Sheets

Step 1.) Install and open the Apipheny add-on for Google Sheets

Apipheny is an API connector for Google Sheets. You can use Apipheny to connect your Google Sheets to unlimited API data sources, make unlimited API requests, and more. There is a 30 day free trial included.

1.) Install Apipheny by opening the following link on desktop and then clicking the Install button in the Google Marketplace: https://apipheny.io/install

2.) After you’ve installed Apipheny, open a Google Sheet and then click on the Extensions dropdown in the menu at the top.

In the dropdown list you should see Apipheny. Click Apipheny then click Import API to open the Apipheny sidebar in your Google Sheet.

Tip: you can open a new Google Sheet by entering this URL in your browser: sheet.new

Step 2.) Obtain an API key

After logging into your Close account, go Settings, then click the API Keys item in the Integrations section:

On the next screen, click the +New API Key button to create an API Key:

Give a name to your API key and then click the Create API Key button:

Your API Key will be created. Copy and paste the key in a safe location because you’ll need it later. Click the OK button to proceed:

Your API key will also be displayed in the API Keys section:

Step 3.) Choose a Close API endpoint

In this section, we’ll show you how to browse the Close API documentation to find an API endpoint that retrieves the specific information you need from your Close account.

If you already know your API URL, or you want to use the same example URL as us, just skip to Step 4.

First, open the Close API documentation page: https://developer.close.com/

The menu on the left contains general topics about the Close API and a list of grouped API endpoints:

An example endpoint group is Tasks. This endpoint group contains 6 endpoints.

For example, we will describe the List or filter tasks endpoint that lists tasks or filter it. The URL for this endpoint is:

https://api.close.com/api/v1/task/

The documentation for this endpoint contains its HTTP method and URL path, a short description of the endpoint’s purpose, the accepted path parameters, the cURL command and the responses it can return:

List or filter tasks endpoint documentation

Step 4.) Enter the Close API request into the Apipheny add-on

Okay, we’re in the home stretch. Now go back to your Google Sheet and make sure that the Apipheny add-on is open on the “Import” tab. With the Import Tab open, enter these details into the add-on:

Method: At the top of the Apipheny sidebar, select the HTTP method (GET or POST) as required by your Close API endpoint. For this example, we are using the GET method.

API URL: In Step 3, I explained how you can find the Close API endpoint that you need. Now copy the complete API URL into the Apipheny add-on, where it says API URL Path, followed by any GET parameters required for your query.

For this example, we are using the GET Contact endpoint, that lists contacts. The corresponding URL for this endpoint is:

https://api.close.com/api/v1/contact/

In the Headers section of the Apipheny add-on section, add one row with the following key and value:

Header
Key
Authorization
Value
Basic base64_encoded_string

base64_encoded_string is the encoded version of your API key and a colon “:”

You can use https://www.base64encode.org/ to encode the APIkey: string. Just enter your API key and “:“ like this APIKey: and then click “Encode” on the website. The value you get should be pasted in the Header Value. Don’t forget to leave a space between “Basic” and your encoded API in the header value.

Here’s what our API request looked like:

Step 5.) Run the Close API Request in your Google Sheet

The last step is to click the Run button at the bottom of the Apipheny add-on and then your Close CRM data will be imported into your Google Sheet.

After making a successful request to the Close API, try querying a different Close API endpoint, or try using one of the more advanced features in the Apipheny add-on.