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
Для получения дополнительной информации см. раздел Подключение к приложениям SaaS.
- Заполните необходимые свойства подключения.
Заполните поле Имя подключения.
Установите флажок Открыть метаданные подключения, чтобы определить метаданные для подключения, когда оно будет создано.
Щелкните Создать.
| Setting | Description |
|---|---|
| Data gateway | Выберите шлюз Шлюз движения данных, если этого требует текущий сценарий использования. Примечание к информации Это поле недоступно при использовании подписки Qlik Talend Cloud Starter, так как она не поддерживает Шлюз движения данных. Если используется другой уровень подписки или не требуется использовать Шлюз движения данных, выберите Нет. Для получения информации о преимуществах Шлюз движения данных и о сценариях, требующих его использования, см. раздел Шлюз данных Qlik — движение данных. |
| Start Date | Введите дату в формате |
| 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 |