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