Learn how to import your contacts from Copper (Prosperworks CRM) into Google Sheets to send a mail merge with Gmail from your spreadsheet.
Prerequisites: Create a Copper account and contacts
*Otherwise simply log into your account and go directly to Method 1: Use ‘Use Copper CRM Custom Report Builder’ add-on
In our example, we are creating an account under the free trial period:
Select your Google account and create your password.
Then, click 'Allow' to accept the authorizations:
Finally, write your company’s information > click ‘Go to your dashboard’:
When you create a Copper account, there are only five contacts on your list. These are fake sample contacts provided by Copper when you first sign up.
Click ‘People’ to have an overview of the list. Then, click ‘Add new’ to add new contacts:
A pop-up to create contact appears. Fill the information requested. Then, click ‘Save’:
Method 1: Use ‘Use Copper CRM Custom Report Builder’ add-on
1. Install Copper CRM Custom Report Builder
Get this add-on to connect your Copper CRM data to Google Spreadsheets or click the button below to install the add-on from the Chrome Web Store:
From your spreadsheet, click ‘Add-ons’ > ‘Get add-ons’:
Search for ‘Copper’ on your Google Sheets add-on store. Then, click ‘Free’:
Google will ask you to sign in. Select your Google account:
Finally, click 'Allow' to accept authorizations:
Once you allowed all the authorizations, you will be redirected through your spreadsheet:
The add-on has been installed into your Google account!
2. Import contacts from Copper CRM Custom Report Builder
From your spreadsheet, go to Add-ons > Copper CRM Custom Report Builder > Import data:
A new window will open. Click ‘Sign In’:
Then, click ‘Select’:
Finally, select what you want to import from your Copper account to your spreadsheet. In our exemple, we decided to import the data from ‘People’ and the filter ‘Potential Customers’. Click ‘Import data’:
Method 2: Import an Excel file in your spreadsheet
To import your Copper contact list in your spreadsheet, you will have to export it to a .xlsx file.
1. Click on the Menu icon located at the top left corner
2. Click ‘Settings’
3. Navigate to ‘Export Data’ under Data Management. Then, in our example we selected ‘Export people’:
4. Check your inbox. It can take up to 2 or 3 minutes to receive the generated file.
Then, click on the link ‘click here to download’:
5. Go back to your spreadsheet. Click ‘File’ > ‘Import’:
6 - Click Upload > Select the file from your computer. Then, select your Excel file: