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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.

信息注释请确保您使用的帐户对要获取的表具有读取权限。

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

有关更多信息,请参阅连接到 SaaS 应用程序

  1. 填写所需的连接属性。
  2. 连接名称中提供连接的名称。

  3. 选择打开连接元数据以定义创建连接时的元数据。

  4. 单击创建

Connection settings
SettingDescription
Data gateway

如果您的用例需要,请选择一个 数据移动网关

信息注释

此字段不适用于 Qlik Talend Cloud Starter 订阅,因为它不支持 数据移动网关。如果您有另一个订阅层并且不想使用 数据移动网关,请选择

有关 数据移动网关 的优势和需要它的用例的信息,请参阅Qlik 数据网关 - 数据移动

Start Date

按格式 MM/DD/YYYY 输入必须将数据从源复制到目标的日期。

API KeyAPI key.
User EmailUser email.

Schema

信息注释

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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