# How to Integrate Copper Account with Daton

### Prerequisites

Before getting started, make sure you have the following:

* A Copper and a Daton account.
* Copper API key (access token) for authorization. 

### Task 1**: Generate an Access token** from the Copper account

* [Log in](https://app.copper.com/users/sign_in) to your Copper account and select **Settings** on the left menu.   
* Navigate to the **Integrations** section and click **API Keys.**  <br>

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* Click **Generate API Key** on the **API Keys**.

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  Enter a Label for the integration associated with this API account, and then copy or save the API Key.&#x20;

### **Task 2:** ​Integrate Copper CRM with Daton

1. Log in to your [Daton account](https://daton.sarasanalytics.com/u/integrations-list) and search for Copper in the list of Connectors, then click **Configure**.&#x20;
2. Enter the following details and click **Authenticate**:&#x20;

   * Integration Name
   * Replication Frequency &#x20;

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   The integration name would be used in creating tables for the integration and cannot be changed later.
3. Provide the Copper user email as **Username** and [**Access Token**](#task-1-generate-an-access-token-for-the-copper-account) to **authenticate** the integration.&#x20;

   <figure><img src="https://15515196-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbJ1eMq5M51cIpU163R%2Fuploads%2FC7RDY8xNEV7zryggTsFG%2F2Copper%20CRM.png?alt=media&#x26;token=0c06d417-ecad-40b7-a649-35880591f022" alt=""><figcaption></figcaption></figure>
4. After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click **Next**.&#x20;

   <figure><img src="https://15515196-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbJ1eMq5M51cIpU163R%2Fuploads%2Fs4mwDXCG2Ord7D4a1qpn%2F3Copper%20CRM.png?alt=media&#x26;token=50904726-da92-468f-8620-6df8a64ef304" alt=""><figcaption></figcaption></figure>
5. Select the required fields for each table and click **Submit.**&#x20;

   <figure><img src="https://15515196-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbJ1eMq5M51cIpU163R%2Fuploads%2F77APhFek2aGTl6JZne0T%2F4Copper%20CRM.png?alt=media&#x26;token=21811ddf-5f52-41da-adad-2a5f881e4acd" alt=""><figcaption></figcaption></figure>

   **Note** that you will be prompted to select the destination for your account.&#x20;
6. Select the destination for your store or shop and click **Confirm**. An integration successful message will be displayed.

## Important Note

* Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.&#x20;
* Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.&#x20;
* Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.&#x20;
* On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and Reload access buttons.&#x20;