Copper
1. Overview
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 in order to liberate your data from the silo.
The Copper source supports batch syncs.
2. Info Tab
You can review the parameters that can be found in the info tab below (Image 1).
Values
Parameter | Description | Example |
---|---|---|
Title | Mandatory. Input a name for your data sync | Copper to Cinchy |
Version | Mandatory. This is a pre-populated field containing a version number for your data sync. You can override it if you wish. | 1.0.0 |
Parameters | Optional. Review our documentation on Parameters here for more information about this field. |
3. Source Tab
The following table outlines the mandatory and optional parameters you will find on the Source tab.
The following parameters will help to define your data sync source and how it functions.
Parameter | Description | Example |
---|---|---|
Source | Mandatory. Select your source from the drop down menu. | Copper |
Entity | Mandatory. The name of the entity you want to sync as it appears in your Copper CRM. | Companies |
Access Token | Mandatory. An encrypted version of your Copper API Key. The Connections UI will automatically encrypt this value for you. | "e98HGU72Lp0-fd34" |
User Email | Mandatory. The encrypted user email associated with the API key used above. The Connections UI will automatically encrypt this value for you. | "e98HGU72Lp0-fd34hf990b4kLL23" |
4. Next Steps
Configure your Destination
Define your Sync Behaviour.
Add in your Post Sync Scripts, if required.
Define your Permissions.
Click Jobs > Start a Job to begin your sync.
Last updated