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
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
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.
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.