Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. We can use the Copper API to import data from Copper into Google Sheets. In this tutorial, we’ll show you how to connect the Copper REST API to Google Sheets in 5 steps:
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:
After logging in to your Copper CRM account, go to Dashboard > Settings:
In the Integration section, click API Keys, then click the GENERATE API KEY button:
Your API key will be displayed on the screen. You can add a label to your API key by completing the Label field next to it. The label helps you remember what the key was generated for.
Copy and paste your API key in a safe location, because you’ll need it in the next steps.
In this section, we’ll show you how to browse the Copper CRM API documentation to find an endpoint that retrieves the specific information you need from your Copper CRM account. An endpoint is the last part of a URL that specifies what data to retrieve. 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 Copper CRM API documentation page: https://developer.copper.com/
The menu on the left contains general information about the Copper CRM API and a list of categorized API endpoints:
For example, if you click on the Accounts and Users category, a drop-down list of its endpoints will be displayed:
An example endpoint is List Users, which returns all users. The whole URL for this endpoint is:
The documentation for this endpoint contains the HTTP method (POST) and URL, a table showing the available parameters, and an example cURL request:
All API calls to Copper CRM should be made to the https://api.prosperworks.com/developer_api/v1/ base domain. So every Copper API URL starts with this base domain.
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 Copper CRM API endpoint. For this example, we are using the POST method.
API URL: In Step 3, we explained how you can find the Copper CRM API endpoint that you need. Now copy the complete API URL into the Apipheny add-on, where it says API URL.
For this example, we are using the List Companies (Search) endpoint, which provides the ability to list Companies and sort the results by certain parameters. The corresponding URL for this endpoint is:
If you’re following the same example as us, you can copy and paste this URL into Apipheny.
In the Headers of the Apipheny add-on section, add four rows with the following keys and values:
Header 1 Key X-PW-Application Value developer_api Header 2 Key X-PW-AccessToken Value your_API_key Header 3 Key X-PW-UserEmail Value email_address_of_token_owner Header 4 Key Content-Type Value application/json
When entering these header values:
In the POST Body section of Apipheny, you can add request parameters to sort data. Here is an example POST Body:
Here’s what our Copper CRM API request looks like when entered into Apipheny:
The last step is to click the Run button at the bottom of the Apipheny add-on, and then your Copper CRM data will be imported into your Google Sheet, like so:
After making a successful API request to the Copper CRM, try querying a different Copper API endpoint, or try using one of the more advanced features in the Apipheny add-on, such as:
Schedule requests for automatic updates
Reference cell values in requests
Stack multiple URLs in a single request
Run all saved requests at once
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