Most businesses use Excel spreadsheets to build applications and automate various business calculations. Sales quoting, ROI calculators, product configurators, rules engines are only a few examples of such applications. With our Copper integration, you can utilize the user interface and additional features of an existing Designer application created on SpreadsheetWeb. For this integration, you need a Copper account and a SpreadsheetWeb account.
1. Add SpreadsheetWeb to Copper
First, log in to your Copper account, go to the ”Opportunities” page and add some custom fields matching with the price sheet.
After that, go to the Settings, click on ”Integrations” and choose ”Create an embedded app” Enter the name as ”Spreadsheetweb” and enter the URL as https://integrations.spreadsheetweb.com/copper/index.php then select which fields and locations you want to add your application to.
Click on Save and you can start using SpreadsheetWeb with your Copper account.
2. Embed your SpreadsheetWeb application into Copper
Click the name of an opportunity and add custom fields matching with your SpreadsheetWeb Application.
Choose ”SpreadsheetWeb”, then click on manage applications. Enter your Copper API Token and click on Add new application. Enter the name for your application. Then, copy and paste the Application Link and Application Identifier fields from the SpreadsheetWeb Control Panel. This is how the application will match Copper properties to the Excel file running on SpreadsheetWeb.
You can find the Application Link and Application Identifier by pressing the blue Edit Application button on the Control Panel if you have a paid SpreadsheetWeb account.
If you have a trial account, you can find the Application Identifier from the screenshot below. Make sure your application is published and copy its published link as Application Link.
The next step is to add inputs and outputs, and map them to the web application. Add custom fields matching those from the price sheet. Select the name from your SpreadsheetWeb application as SpreadsheetWeb Name. If there are matching names, the “Auto Populate” feature can be used to automatically detect and bind the fields between the two platforms.
Congratulations! You have just created your first application. Now, Click on Spreadsheetweb, then Manage Applications, press the Run button next to the application name. The system will load the application interface with any preset data. You can change the values, trigger the calculations to get results and use any other feature within the application, such as export to PDF or email notifications.
3. How to test your Copper – SpreadsheetWeb integration
If you don’t have a SpreadsheetWeb account, you can still test it from your Copper account. Make sure to install our integration as described above and follow the steps below:
1. Click the name of an Opportunity and create the following two custom fields in Copper
– Total Premium
2. Enter any number between 18-100 for the Age input.
3. Click the SpreadsheetWeb button from the menu. This will load the applications list.
4. Press Add New application.
5. Enter below for application settings. This is life insurance quoting demo application built on SpreadsheetWeb from an Excel spreadsheet.
Application Name: enter a friendly name
Application Link: https://www2.spreadsheetweb.com/Designer/a/Term-Life-App
Application Identifier: e94e4a83-704e-47f3-a96d-21f9fb9c41cf
6. Press Auto-Populate to automatically add inputs and outputs. It will add and connect Age under Inputs and Total Premium under Outputs sections.
7. Hit Save to save the application.
8. Go to SpreadsheetWeb and Run the application.
9. Once the application loads, you confirm that Age input is populated by the custom Age input from Copper
10. You can change inputs and have the Total Premium recalculated.
11. When done, press Submit button to capture the results received from SpreadsheetWeb.
12. Close the application window and confirm that the custom property Total Premium for this contact is updated by the Total Premium calculated by the SpreadsheetWeb application.