Copper CRM

Copper CRM ETL connector for data replication

Snapshot

Features	Details
Release Status	Released
Source API Version	2.0
Table Selection	Yes
Column Selection	Yes
Edit Integration	Yes
Replication Type Selection	No
Authentication Parameters	copper email copper api token
Replication Type	Full Replication Key based replication
Replication Key	NA lastRunDate
Suggested Replication Frequency	24 hrs

Tables/APIs Supported
Pipelines	Users
PipelineStages	LeadStatus
ContactTypes	CustomSources
LossReason	ActivityTypes
Porjects	Tasks
Activities	Opportunities
Leads	Companies

People

Integrate Copper with Daton

1. Signin to Daton

2. Select copper 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 your copper email and api token to authorize Daton to periodically extract data copper.

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

Copper Data

Pipelines

Purpose: Pipelines define the stages through which Opportunities move as they progress through your sales process. The Pipelines API allows you to retrieve the list of Pipelines associated with your Copper account.

Source API Documentation https://developer.copper.com/opportunities/list-pipelines.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
stages	RECORD

Users

Purpose: Returns the list of user.

Source API Documentation https://developer.copper.com/account-and-users/list-users.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
email	STRING

PipelineStages

Purpose: Pipeline Stages define the positions of Opportunities within their Pipelines. The Pipeline Stages API allows you to retrieve the list of Pipeline Stages associated with your Copper account.

Source API Documentation https://developer.copper.com/developer_api/v1/pipeline_stages

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
email	STRING
Pipeline_id	NUMERIC
win_probability	NUMERIC

LeadStatus

Purpose:Lead statuses are values that can be assigned to a Lead entity to indicate where they are in the qualification process.

Source API Documentation https://developer.copper.com/leads/list-lead-statuses.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
order	STRING
is_deafault	BOOLEAN

ContactTypes

Purpose: Contact Types are categories into which you can place your People and Companies to classify your relationships with them. The Contact Types API allows you to retrieve the list of Contact Types associated with your Copper account.

Source API Documentation https://developer.copper.com/people/list-contact-types.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING

CustomSources

Purpose: Customer Sources identify where a particular Lead or Opportunity came from. The Customer Sources API allows you to retrieve the list of Customer Sources associated with your Copper account.

Source API Documentation https://developer.copper.com/opportunities/list-customer-sources.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING

LossReasons

Purpose: Loss Reasons identify why a particular Opportunity was lost. The Loss Reasons API allows you to retrieve the list of Loss Reasons associated with your Copper account.

Source API Documentation https://developer.copper.com/opportunities/list-loss-reasons.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
name	STRING

ActivityTypes

Purpose: Activity Types identify the types of Activities that occur in Copper. The Activity Types Developer API allows you to retrieve the list of Activity Types associated with your Copper account.

Source API Documentation https://developer.copper.com/activities/list-activity-types.html

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
category	STRING
name	STRING
is_disabled	BOOLEAN
count_as_interaction	BOOLEAN

Projects

Purpose: The Projects search provides the ability to list records and sort the results by certain parameters.

Source-Api documentation: https://developer.copper.com/projects/list-projects-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
realated_resource	RECORD
assignee_id	NUMERIC
status	STRING
details	STRING
tags	STRING
customfields	RECORD
date_created	TIMESTAMP
date_modified	TIMESTAMP

Tasks

Purpose: The Tasks search provides the ability to list people and sort the results by certain parameters.

Source-Api documentation: https://developer.copper.com/tasks/list-tasks-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
realated_resource	RECORD
assignee_id	STRING
due_date	TIMESTAMP
reminder_date	TIMESTAMP
completed_date	TIMESTAMP
priority	STRING
status	STRING
details	STRING
tags	STRING
customfields	RECORD
date_created	TIMESTAMP
date_modified	TIMESTAMP
custom_activity_type_id	NUMERIC

Activities

Purpose: The Activities search provides the ability to list records and sort the results by certain parameters

Source-Api documentation: https://developer.copper.com/activities/list-activities-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
parent	RECORD
type	RECORD
user_id	NUMERIC
details	STRING
activity_date	TIMESTAMP
old_value	NUMERIC
new_value	NUMERIC
date_created	TIMESTAMP
date_modified	TIMESTAMP

Opportunities

Purpose: The Opportunities search provides the ability to list records and sort the results by certain parameters.

Source-Api documentation: https://developer.copper.com/opportunities/list-opportunities-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
assignee_id	STRING
close_date	DATE
company_id	NUMERIC
company_name	STRING
customer_source_id	NUMERIC
details	STRING
lose_reason_id	NUMERIC
pipeline_id	NUMERIC
pipeline_stage_id	NUMERIC
pipeline_contact_id	NUMERIC
priority	STRING
status	STRING
tags	STRING
interaction_count	NUMERIC
monetary_unit	STRING
monetary_value	NUMERIC
converted_unit	STRING
converted_value	STRING
win_probability	NUMERIC
date_stage_changed	TIMESTAMP
date_last_contacted	TIMESTAMP
leads_converted_from	TIMESTAMP
date_lead_created	TIMESTAMP
date_created	TIMESTAMP
date_modified	TIMESTAMP
custom_fields	RECORD

Leads

Purpose: The Leads search provides the ability to list Leads and sort the results by certain parameters.

Source-Api documentation: https://developer.copper.com/leads/list-leads-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
prefix	STRING
first_name	STRING
last_name	STRING
middle_name	STRING
suffix	STRING
address	RECORD
assignee_id	STRING
company_name	STRING
customer_source_id	NUMERIC
details	STRING
email	RECORD
interaction_count	NUMERIC
monetary_unit	STRING
monetary_value	NUMERIC
converted_unit	STRING
converted_value	STRING
socials	RECORD
status	STRING
status_id	NUMERIC
tags	STRING
title	STRING
websites	RECORD
phone_numbers	RECORD
date_last_contacted	TIMESTAMP
leads_converted_from	TIMESTAMP
date_lead_created	TIMESTAMP
date_created	TIMESTAMP
date_modified	TIMESTAMP
custom_fields	RECORD
converted_opportunity_id	STRING
converted_contact_id	STRING
converted_at	STRING

Companies

Purpose: The Companies search provides the ability to list Companies and sort the results by certain parameters.

Source-Api documentation: https://developer.copper.com/companies/list-companies-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
address	RECORD
assignee_id	STRING
contact_type_id	NUMERIC
details	STRING
email_domain	STRING
interaction_count	NUMERIC
socials	RECORD
tags	STRING
websites	RECORD
phone_numbers	RECORD
date_created	TIMESTAMP
date_modified	TIMESTAMP
custom_fields	RECORD

People

Purpose: The People search provides the ability to list people and sort the results by certain parameters.

Source-Api documentation: https://developer.copper.com/people/list-people-search.html

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
id	NUMERIC
name	STRING
prefix	STRING
first_name	STRING
last_name	STRING
middle_name	STRING
suffix	STRING
address	RECORD
assignee_id	STRING
company_name	STRING
contact_type_id	NUMERIC
details	STRING
email	RECORD
interaction_count	NUMERIC
socials	RECORD
tags	STRING
title	STRING
websites	RECORD
phone_numbers	NUMERIC
date_last_contacted	TIMESTAMP
leads_converted_from	RECORD
date_lead_created	TIMESTAMP
date_created	TIMESTAMP
date_modified	TIMESTAMP
custom_fields	RECORD