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.nnnyn
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.nnnyn
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 |
Email |
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 |
Email |
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 |
Email |
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 |