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Table of contents

Step 1: Get an API key from Copper

To connect your Copper CRM system to Plecto, you need to provide an API key. All Copper admin users can generate API keys in Copper CRM and use them to integrate the data from their accounts with other applications.

To generate an API key from Copper, do the following:

  1. Open Copper and go to Settings > Integrations > API Keys.

  2. Click the Generate API Key button.

  3. Copy the API key. You will have to use it when creating a new Copper CRM data source in Plecto.

Step 2: Connect Copper CRM with Plecto

  1. Go to Data management > Data sources > + New data source > Copper CRM.

  2. Enter the email address you use to log in to your Copper CRM account.

  3. Add the API key you generated in Copper.

  4. Click Next to continue.

  5. Select the data types you want to import. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can also change the data source settings later once the data source has been created.

  6. Click Next to finish and import your data.

Available data types

Plecto will create one data source for each data type you import and store it under Data management > Data sources. With our integration to Copper CRM, you can import the following data types to Plecto:

  • Activities

  • Leads

  • Opportunities

  • People

  • Tasks