Copper CRM to Google Sheets

Automatically Export & Sync Copper CRM Data to Google Sheets

Copper CRM
a black arrow pointing to the right
Google Sheets
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

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") 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.

Scopes

Flatly provisions and manages its own App Folder in Google Drive, which contains Google Sheets files, CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your Google Drive, share with members of your team or link to using Google Sheets scripting. Unlike other apps, Flatly does not request overly broad access to all folders, files and sheets in your Google Drive.

Flatly also requests your Google Account email address, to help you keep track of which Google Drive (belonging to which Google Account) you have shared in certain sync jobs in Flatly.

Google Data Studio reads Google Sheets files in Google Drive directly. Google Sheets provides powerful filtering and views.

File Formats

Google Sheets (Parsed)
Google Sheets (Raw)
XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Copper CRM from the Data Source dropdown and Google Sheets from the Data Destination dropdown.

Step 2

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

Step 3

Authorize Google Sheets 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.

Walkthrough Video

Extended Data Sources

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