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
Signin to Daton
Select CopperCRM from Integrations page
Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later
Provide Email as username and Access Token to authorize Daton to periodically extract data from CopperCRM
Post successful authentication, you will be prompted to choose from the list of available tables
Then select all required fields for each table
Submit the integration
Workflow
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
Users would be able to edit/pause/re-activate/delete integration anytime
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
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
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
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
Last updated