Video

Using the Google Sheets Add-on [video]

  • 24 September 2021
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Using the Google Sheets Add-on [video]
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Did you know you can import your Copper data directly into a Google Sheet? Watch the video below to learn more!

 

To download the Google Sheets add-on:

  1. Open a new Google Sheet and go to Add-ons > Get add-ons
  2. Search “Copper” and select the first result
  3. Install the add-on!

 

To import data using the Google Sheets add-on:

  1. Open a Google Sheet and go to Add-ons > Copper CRM > Import Data
  2. If prompted, log in using your Google Workspace account.
  3. Select the record type and the filter you’d like to import.
  4. Click Import Data.
Select Import Data to open the add-on.
 
Select which your record type and the filter you’d like to import.

 

Questions?

Let us know in the comments if you have any questions or post in our Community forum!


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