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
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
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
Adjust
Quickbase
Last updated 5 months ago
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
Name	Target Datatype
id	NUMERIC
name	STRING
email	STRING
Pipeline_id	NUMERIC
win_probability	NUMERIC