Copper
Copper is a customer relationship management app.
Copper integration replicates data using the Copper API.
See the Schema section for a list of objects available for replication.Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To generate an API key:
- Log into your Copper account.
- Navigate to System Settings > API Keys > Generate API Key.
- Copy and paste your API key into a secured file.
Creating the connection
詳細については、「SaaSアプリケーションへの接続」を参照してください。
- 必要な接続プロパティを入力します。
接続名に接続の名前を入力します。
接続メタデータを開くを選択して、作成時の接続のメタデータを定義します。
[作成] をクリックします。
| Setting | Description |
|---|---|
| Data gateway | ユース ケースに応じて Data Movement gateway を選択します。 情報メモ Qlik Talend Cloud スターター サブスクリプションでは Data Movement gateway をサポートしていないため、この項目は使用できません。別のサブスクリプション ティアを利用しており、Data Movement gateway を使用しない場合は、 [None] (なし) を選択します。 Data Movement gateway の利点とそれを必要とするユース ケースの詳細については、「Qlik データ ゲートウェイ - データ移動」を参照してください。 |
| Start Date | ソースからターゲットにデータをレプリケートする必要がある日付を |
| API Key | API key. |
| User Email | User email. |
Schema
Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.
The schema and info displayed below is for version 2.
Depending on your destination, table and column names may not appear as they are outlined below.
account
The account table contains info about the account in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
activities_search
The activities_search table contains info about the activities in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
companies
The companies table contains info about the companies in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
contact_types
The contact_types table contains info about the contact types in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
custom_field_definitions
The custom_field_definitions table contains info about the account specific fields in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
customer_sources
The customer_sources table contains info about the customer sources in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
lead_statuses
The lead_statuses table contains info about the lead statuses in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
leads
The leads table contains info about the leads in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
loss_reasons
The loss_reasons table contains info about the leads in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
opportunities
The opportunities table contains info about the opportunities in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
people
The people table contains info about the people in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
pipeline_stages
The pipeline_stages table contains info about the positions of opportunities within their pipelines in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
pipelines
The pipelines table contains info about the list of pipelines in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
projects
The projects table contains info about the projects in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
tags
The tags table contains info about the tags in your Copper account.
Replication Method | Full Table |
Primary Key | name |
| Useful links |
tasks
The tasks table contains info about the tasks in your Copper account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
users
The users table contains info about the users in your Copper account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |