Copper CRM

Copper CRM ETL connector for data replication

Snapshot

People

Integrate Copper with Daton

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

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

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

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

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

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

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

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

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

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

Tasks

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