How to Integrate Copper Account with Daton
This subtopic provides step-by-step instructions to create Copper account integrations in Daton, detailing the prerequisites, the integration process, and important notes.
How to Integrate Copper Account with Daton
This subtopic provides step-by-step instructions to create Copper account integrations in Daton, detailing the prerequisites, the integration process, and important notes.
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 to your Copper account and select Settings on the left menu.
- Navigate to the Integrations section and click API Keys.
- Click Generate API Key on the API Keys.
Enter a Label for the integration associated with this API account, and then copy or save the API Key.
Task 2: Integrate Copper CRM with Daton
- Log in to your Daton account and search for Copper in the list of Connectors, then click Configure.
- Enter the following details and click Authenticate:
- Integration Name
- Replication Frequency
The integration name would be used in creating tables for the integration and cannot be changed later.
- Provide the Copper user email as Username and Access Token to authenticate the integration.
- After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.
- Select the required fields for each table and click Submit.
Note that you will be prompted to select the destination for your account. - 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.
- Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.
- 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.
- 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.
