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Import Copper CRM Data to Google Sheets

Last Updated OnJanuary 3, 2024
byAna
< Knowledge Base

In this guide, we’ll walk through how to pull data from the Copper CRM API directly into Google Sheets, using the API Connector add-on for Sheets.

We'll first get an API key from Copper CRM, and then set up a request to pull in data to your spreadsheet.

Contents

Before You Begin

Click here to install the API Connector add-on from the Google Marketplace.

Part 1: Get Your Copper CRM API Key

A prerequisite for using the Copper CRM API is having a registered account on the official website. Go to this page and register.

After that go to your profile -> click on Settings -> API keys -> generate API key to create your personal API key that you will need for running requests!

Part 2: Pull Copper CRM API Data into Google Sheets

For this example, we'll list all people in a company. Substitute in your own token and email address where it says your_token and your_email.

  1. Open up Google Sheets and click Extensions > API Connector > Open > Create request.
  2. In the request form enter the following:
    • Application: Custom
    • Method: POST
    • Request URL: https://api.copper.com/developer_api/v1/people/search
    • Headers:
      • X-PW-AccessToken: your_token
      • X-PW-Application: developer_api
      • X-PW-UserEmail: your_email
      • Content-Type: application/json
    • Request body: {"page_size": 25, "sort_by":"name"}
  3. Create a new tab and click Set current to use that tab as your data destination.
  4. Name your request and click Run. You will see now all the people from the company in your sheet.

Part 3: More API Examples

In this section, we will provide some API example requests.

  • Fetch Account Details:
GET https://api.copper.com/developer_api/v1/account
  • Fetch details about a specific user within a company:
GET https://api.copper.com/developer_api/v1/users/{{user_id}}
  • Search list of users within a company:
POST https://api.copper.com/developer_api/v1/users/search

Part 4: API Documentation

Official API documentation: https://developer.copper.com/

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