기본 콘텐츠로 건너뛰기 보완적인 콘텐츠로 건너뛰기

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.

정보 메모사용하는 계정에 가져오려는 테이블에 대한 읽기 액세스 권한이 있는지 확인합니다.

To generate an API key:

  1. Log into your Copper account.
  2. Navigate to System Settings > API Keys > Generate API Key.
  3. Copy and paste your API key into a secured file.

Creating the connection

자세한 내용은 SaaS 응용 프로그램에 연결을 참조하십시오.

  1. 필요한 연결 속성을 입력합니다.
  2. 연결 이름에 연결 이름을 입력합니다.

  3. 연결이 만들어질 때 연결에 대한 메타데이터를 정의하려면 연결 메타데이터 열기를 선택합니다.

  4. 만들기를 클릭합니다.

Connection settings
SettingDescription
Data gateway

사용 사례에 필요한 경우 데이터 이동 게이트웨이를 선택합니다.

정보 메모

이 필드는 데이터 이동 게이트웨이를 지원하지 않으므로 Qlik Talend Cloud 시작 구독에서는 사용할 수 없습니다. 다른 구독 계층이 있고 데이터 이동 게이트웨이를 사용하지 않으려면 없음을 선택합니다.

데이터 이동 게이트웨이의 이점과 이를 필요로 하는 사용 사례에 대한 자세한 내용은 Qlik 데이터 게이트웨이 - 데이터 이동를 참조하십시오.

Start Date

데이터를 소스에서 대상으로 복제해야 하는 날짜를 MM/DD/YYYY 형식으로 입력합니다.

API KeyAPI key.
User EmailUser email.

Schema

정보 메모

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

Copper documentation

activities_search

The activities_search table contains info about the activities in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

companies

The companies table contains info about the companies in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

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

Copper documentation

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

Copper documentation

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

Copper documentation

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

Copper documentation

leads

The leads table contains info about the leads in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

loss_reasons

The loss_reasons table contains info about the leads in your Copper account.

Replication Method

Full Table

Primary Key

id

Useful links

Copper documentation

opportunities

The opportunities table contains info about the opportunities in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

people

The people table contains info about the people in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

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

Copper documentation

pipelines

The pipelines table contains info about the list of pipelines in your Copper account.

Replication Method

Full Table

Primary Key

id

Useful links

Copper documentation

projects

The projects table contains info about the projects in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

tags

The tags table contains info about the tags in your Copper account.

Replication Method

Full Table

Primary Key

name

Useful links

Copper documentation

tasks

The tasks table contains info about the tasks in your Copper account.

Replication Method

CDC

Primary Key

id

Useful links

Copper documentation

users

The users table contains info about the users in your Copper account.

Replication Method

Full Table

Primary Key

id

Useful links

Copper documentation

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