Copper CRM to Excel Online for Business

Automatically Export & Sync Copper CRM Data to Excel Online for Business

Copper CRM
a black arrow pointing to the right
Excel Online for Business
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

Activities-Alltime
Activities-Last X days
Date Rangable
Companies-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
Companies-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
Companies+Activities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
Pre-blended combo set ACTIVITIES
Companies+Activities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
Pre-blended combo set ACTIVITIES
ContactTypes
CustomerSources
CustomFieldDefinitions
Leads-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Filterable
Leads-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Date Rangable
Filterable
Leads+Activities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Filterable
Pre-blended combo set ACTIVITIES
Leads+Activities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Date Rangable
Filterable
Pre-blended combo set ACTIVITIES
LeadStatuses
LossReasons
Opportunities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Filterable
Opportunities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Date Rangable
Filterable
Opportunities+Companies-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Filterable
Pre-blended combo set COMPANY
Opportunities+Companies-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Date Rangable
Filterable
Pre-blended combo set COMPANY
People-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
People-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
People+Activities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
Pre-blended combo set ACTIVITIES
People+Activities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
Pre-blended combo set ACTIVITIES
Pipelines
PipelineStages
Projects-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Filterable
Projects-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Date Rangable
Filterable
Tasks-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Filterable
Tasks-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Date Rangable
Filterable
Users
Enriched by CUSTOM-FIELD-DEFINITIONS

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Copper CRM.

If you only need to export your data one time, check the website of Copper CRM to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Copper CRM.
Copper (formerly ProsperWorks CRM) is a productivity CRM software designed for companies that love G Suite and use solutions such as GMail, Google Calendar, and Google Sheets.
Custom Field Enrichment

Flatly automatically enriches some fields in some Copper data sets if they contain Custom Fields. Your resulting data will contain extra columns, created by Flatly, which are labeled by a combination of the prefix "flatly_enriched" and a suffix derived from your Custom Field's label. The values under these enriched columns will be useful and interpretable by human users, instead of being identifiers meant for computer programs.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Copper CRM API
Flatly
Excel Online for Business API
Dashboard

Setup

Step 1

Select Copper CRM from the Data Source dropdown and Excel Online for Business from the Data Destination dropdown.

Step 2

Authorize Copper CRM with your credentials using the Basic Authentication flow.

Step 3

Authorize Excel Online for Business with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 30 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Copper CRM

Airtable Sync

Copper CRM to Airtable Sync

Amazon S3

Copper CRM to Amazon S3

Azure Storage

Copper CRM to Azure Storage

Box

Copper CRM to Box

CSV

Copper CRM to CSV

Cloud Storage

Copper CRM to Cloud Storage

Data Studio

Copper CRM to Data Studio

Dropbox

Copper CRM to Dropbox

Excel

Copper CRM to Excel

Excel Online

Copper CRM to Excel Online

FTP

Copper CRM to FTP

Google BigQuery

Copper CRM to Google BigQuery

Google Cloud Storage

Copper CRM to Google Cloud Storage

Google Data Studio

Copper CRM to Google Data Studio

Google Drive

Copper CRM to Google Drive

Google Looker Studio

Copper CRM to Google Looker Studio

Google Sheets

Copper CRM to Google Sheets

Looker

Copper CRM to Looker

Looker Studio

Copper CRM to Looker Studio

Microsoft Power BI

Copper CRM to Microsoft Power BI

OneDrive

Copper CRM to OneDrive

OneDrive for Business

Copper CRM to OneDrive for Business

Power BI

Copper CRM to Power BI

Qlik Sense

Copper CRM to Qlik Sense

SFTP

Copper CRM to SFTP

Smartsheet

Copper CRM to Smartsheet

Tableau

Copper CRM to Tableau

Zoho Sheet

Copper CRM to Zoho Sheet

Walkthrough Video

Extended Data Sources

Get started with your data pipelines

Connect your data with our turnkey data integration solution so you can focus on running your business.

ContactGet Started