Copper is a Customer Relationship Management (CRM) software. Copper is a tool focused on automation and simplicity, most known for its Google Workspace integration.

Example use case

You have customer information currently sitting in the Copper CRM software. You want to sync this data into Cinchy through a batch sync to liberate your data from the silo.

The Copper source supports batch syncs.

Info tab

You can find the parameters in the Info tab below (Image 1).




Mandatory. Input a name for your data sync

Copper to Cinchy


Optional. Review our documentation on Variables here for more information about this field.


Data syncs are role based access systems where you can give specific groups read, write, execute, and/or all of the above with admin access. Inputting at least an Admin Group is mandatory.

Source tab

The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).

The following parameters will help to define your data sync source and how it functions.



Mandatory. Select your source from the drop down menu.



Mandatory. The name of the entity you want to sync as it appears in your Copper CRM.



Mandatory. An encrypted version of your Copper API Key. The Connections UI will automatically encrypt this value for you.


User Email

Mandatory. The encrypted user email associated with the API key used above. The Connections UI will automatically encrypt this value for you.


Test Connection

You can use the "Test Connection" button to ensure that your credentials are properly configured to access your source.

If configured correctly, a "Connection Successful" pop-up will appear.

If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot

Next steps

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