Copper CRM

To enable seamless data synchronization between the CRM platform Copper and other applications, this topic explains how to integrate the source with Daton.

Snapshot

Features	Details
Release Status	Released
Source API Version	v1
Table Selection	Yes
Column Selection	Yes
Edit Integration	Yes
Replication Type Selection	No
Authentication Parameters	Email as Username Access Token
Replication Type	Key Based Replication
Replication Key	Modified_Date,Activity_Date
Suggested Replication Frequency	1 hr

Tables/APIs Supported
People	Users
Companies	Opportunities
Leads	Activities

Activities

Integrate CopperCRM with Daton

1. Signin to Daton

2. Select CopperCRM from Integrations page

3. Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later

4. Provide Email as username and Access Token to authorize Daton to periodically extract data from CopperCRM

5. Post successful authentication, you will be prompted to choose from the list of available tables

6. Then select all required fields for each table

7. Submit the integration

Workflow

1. Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse

2. Users would be able to edit/pause/re-activate/delete integration anytime

3. Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

CopperCRM Data

People

Purpose: A Person is an individual with whom you communicate. The People API allows you to create, view, delete and update your People. You can retrieve an individual Person, list all People, or use search filters to view subsets of your People.

Source API Documentation

https://developer.copper.com/index.html

Replication: Key-Based Replication

Replication Key: Created_Date

Fields

Name	Target Datatype
id	NUMERIC
Name	STRING
First_name	STRING
Last_name	STRING
Address	RECORD
Assignee_id	NUMERIC
Contact_type_id	NUMERIC
Email	RECORD
phone_numbers	RECORD
Socials	RECORD
Websites	RECORD
Custom_fields	RECORD
Date_created	NUMERIC
Date_Modified	NUMERIC
Date_Last_Connected	NUMERIC
Interaction_count	NUMERIC
Company_id	NUMERIC
Company_name	STRING
Middle_name	STRING

Users

Purpose: To list the users with their id's,name and email

Source API Documentation

https://developer.copper.com/index.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
Id	NUMERIC
Name	STRING
Email	STRING

Companies

Purpose: A Company is an organization with which you communicate. The Companies API allows you to create, view, delete and update your Companies. You can retrieve individual Companies, list all Companies, or use search filters to view subsets of your Companies

Source API Documentation

https://developer.copper.com/index.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
Id	Numeric
Name	STRING
Assignee_id	NUMERIC
Contact_type_id	NUMERIC
Details	STRING
Email_Domain	STRING
Socials	RECORD
Websites	RECORD
Custom_Fields	RECORD
Interaction_Count	NUMERIC
Date_Created	NUMERIC
Date_Modified	NUMERIC

Opportunities

Purpose: An Opportunity is a potential business deal. The Opportunities API allows you to create, view, delete and update your Opportunities.

Source API Documentation

https://developer.copper.com/index.html

Replication: Key-Based Replication

Replication Key: Modified_Date

Fields

Id	NUMERIC
Name	STRING
Assignee_id	NUMERIC
Close_Date	STRING
Pipeline_id	NUMERIC
Pipeline_stage_id	NUMERIC
Primary_Contact_id	NUMERIC
Priority	STRING
Status	STRING
Interaction_count	NUMERIC
Monetary_unit	STRING
Monetary_Value	NUMERIC
Win_Probability	NUMERIC
Date_Stage_Changed	NUMERIC
Date_Last_Contacted	NUMERIC
Date_Created	NUMERIC
Date_Modified	NUMERIC
Custom_Fields	RECORD
Company_id	NUMERIC
Company_Name	STRING
Loss_Reason_id	NUMERIC

Activities

Purpose: Copper keeps a record of activities for People, Leads, Opportunities, and Companies. The Activities API allows you to view, create, edit, and delete activities

Source API Documentation

https://developer.copper.com/index.html

Replication: Key-Based Replication

Replication Key: Activity_Date

Fields

Id	NUMERIC
Parent	RECORD
Type	RECORD
user_id	NUMERIC
Details	STRING
Activity_Date	NUMERIC
Old_value	RECORD
New_value	RECORD
Date_Created	NUMERIC
Date_Modified	NUMERIC
Old_value_st	STRING
New_value_st	STRING

Leads

Purpose: A Lead is an individual or a company that's interested in your products or services.

Source API Documentation

https://developer.copper.com/index.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	Numeric
name	STRING
First_name	STRING
Last_name	STRING
Address	RECORD
Assignee_id	NUMERIC
Details	STRING
Email	RECORD
Interaction_count	NUMERIC
Socials	RECORD
Status	STRING
Status_id	NUMERIC
Websites	RECORD
Custom_fields	RECORD
Date_created	NUMERIC
Date_Modified	NUMERIC
Date_Last_Contacted	NUMERIC