Copper

Connect Copper

Copper lives inside Google Workspace: you manage people, companies and opportunities without leaving Gmail. That is comfortable, but your accounting sits outside Google and knows nothing of those won deals. Schakel brings your companies across as relations and your won opportunities across as invoices, so after a deal you do not have to step out of Gmail to type an invoice anyway.

Systems · 180
From
To

Copper

What travels with Copper

  • Companies as relations

    The company behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity marked won can land as an invoice with amount and description in your books.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so revenue per pipeline stays recognisable.

Why connect Copper

  • After a deal you do not leave Gmail to invoice.
  • Companies and relations stay clean and free of duplicates.
  • Revenue per pipeline stays recognisable in the ledger.
  • Sales works in Copper, your books keep up by themselves.

How it works

  1. 01

    Connect Copper

    Connect Copper to Schakel through its API. Nothing changes in Copper or Gmail about how you work.

  2. 02

    Choose which opportunities book

    Decide which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.

  3. 03

    Won deals flow through

    Mark an opportunity won and the relation and invoice are ready in your books.

Copper, common questions

Can I connect Copper to my accounting?

Yes. Request this connector and get access; your companies and won opportunities from Copper are then placed in your accounting as relations and invoices.

Does every opportunity have to become an invoice?

No. You choose which pipeline or stage produces an invoice; the rest stays out of your accounting.

Which accounting can I connect to?

Copper can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Copper connection you do not see here?

Tell us which system Copper should connect to. Request it and you get access; you hear from us within 24 hours.