How To Connect Copper CRM To Google Sheets [API Tutorial]

How to integrate the Copper API to Google Sheets

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:

Install the Apipheny add-on
Generate an API key
Choose a Copper CRM API endpoint
Enter the Copper CRM API request into Apipheny
Run the Copper CRM API request in your Google Sheet

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

Apipheny is a free API connector for Google Sheets. You can use Apipheny to connect your Google Sheets to API data sources, easily.

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.) Generate an API key

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:

Copper API Keys section — Copper API Keys generator

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.

Displaying the API Key — Copper CRM API Key

Copy and paste your API key in a safe location, because you’ll need it in the next steps.

Step 3.) Choose a Copper CRM API Endpoint

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:

https://api.prosperworks.com/developer_api/v1/users/search

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.

Step 4.) Enter your 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 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:

https://api.prosperworks.com/developer_api/v1/companies/search

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:

replace your_API_key with the value of the token you obtained previously, in Step 2
replace email_address_of_token_owner with your email address that you used to create the Copper CRM account

In the POST Body section of Apipheny, you can add request parameters to sort data. Here is an example POST Body:

{
"page_size": 25,
"sort_by": "name"
}

Here’s what our Copper CRM API request looks like when entered into Apipheny:

Copper API request entered into Apipheny

Step 5.) Run the Copper CRM 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 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:

Save and schedule your Copper CRM API request
Make a GET request to the Copper CRM API (if available)
Use the custom =APIPHENY() function to call the Copper CRM API request inside your spreadsheet
Create an API request by referencing the value of a cell in your API URL or POST Body