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Copper CRM Connections and Settings

How to connect Copper CRM to iPaaS.com — credentials, subscription settings, API Key and OAuth 2.0 authentication, initialization support and throttling.

Integrate iPaaS.com with Copper CRM to enable seamless data synchronization for people, addresses and transaction activity.

How to Connect

Prerequisites

Before configuring the Copper CRM subscription in iPaaS.com, obtain the following from your Copper CRM account. You need an account with permission to reach Settings in Copper CRM.

  • API URL: the Copper CRM API host, https://api.copper.com.

  • API Key: generated in Copper CRM under SettingsIntegrationsAPI Keys, then Generate API Key. Copy the key when it is shown and store it somewhere safe.

  • API Email: the email address of the Copper CRM account the API Key was generated under.

Copper CRM Settings, Integrations, API Keys page with the Generate API Key button highlighted

Configuration Details

Each value you collect above is entered on the Copper CRM subscription in iPaaS.com:

  • API URL: the Copper CRM API host that every request is sent to. Example: https://api.copper.com

  • API Key: authorizes the integration against Copper CRM and is what allows iPaaS.com to subscribe to Copper CRM webhooks. Example: a1b2c3d4e5f6g7h8i9j0

  • API Email: identifies the Copper CRM user the API Key belongs to. Example: integrations@yourcompany.com

Configure Subscription Settings

Open the Copper CRM subscription in iPaaS.com and complete the following fields.

The iPaaS.com Copper CRM Subscription Settings page showing the Name, Versions, API Email, API Key, API URL, throttle, concurrency and Webhook API Key fields

Field

Description

Required

Example

Name

A unique name for this subscription.

Yes

Copper CRM Production

Versions

The iPaaS.com integration version this subscription runs. Pre-populated when the subscription is created.

Yes

v1.0.0

API Email

The email address of the Copper CRM account the API Key was generated under. Supplied together with the API Key.

No

support@yourcompany.com

API Key

The key generated in Copper CRM. It is not required to save the subscription, but it is required in order to subscribe to Copper CRM webhooks. Without it, records transfer only by Manual Sync.

Conditional

Example-Api-Key

API URL

The Copper CRM API host that requests are sent to.

Yes

https://api.copper.com

API Throttle Limit

The maximum number of requests the integration sends to Copper CRM within each throttle window.

Yes

500

API Throttle Seconds

The length of the throttle window, in seconds, that the limit above is measured over.

Yes

60

API Throttle Limit (to iPaaS)

The maximum number of requests sent into iPaaS.com within each inbound throttle window.

Yes

500

API Throttle Seconds (to iPaaS)

The length of the inbound throttle window, in seconds.

Yes

60

Concurrent Connections

How many connections the integration opens at once.

Yes

10

Concurrent Batch Executions

How many transfers the integration runs in parallel when processing a batch.

Yes

10

Webhook API Key

Generated by iPaaS.com. It authenticates the webhook notifications Copper CRM sends to iPaaS.com, and is copied from this page when the webhook subscription is set up.

No

(generated)

NOTE: As the settings page states, the throttle and concurrency values determine how frequently and how much data moves at once, and should be reduced if you encounter rate limit errors. See Throttling below.

Authentication Methods

Copper CRM accepts either an API Key or OAuth 2.0. You can use OAuth 2.0 for day-to-day requests, but an API Key is required in order to subscribe to Copper CRM webhooks, so enter an API Key if you want records to transfer automatically.

Option 1 — API Key

  1. In Copper CRM, go to SettingsIntegrationsAPI Keys.

  2. Click Generate API Key.

    Copper CRM Generate API Key
  3. Copy the generated key.

  4. In iPaaS.com, enter the API URL, the copied API Key and the API Email on the Copper CRM subscription settings, then click Apply.

Option 2 — OAuth 2.0

  1. Open the Copper CRM subscription settings in iPaaS.com.

  2. Click the Authenticate (lock) button to start the OAuth flow.

    The Authenticate lock button on the iPaaS.com Copper CRM Subscription Settings page
  3. Sign in to Copper CRM if prompted, then authorize iPaaS.com to read and modify your Copper CRM records.

    Copper CRM authorization prompt granting iPaaS.com access to read and modify Copper records
  4. Refresh the iPaaS.com subscription. An access token is generated automatically. The Copper CRM access token does not expire, so the authorization does not need to be renewed on a schedule.

  5. Confirm the connection in Copper CRM under SettingsIntegrationsIntegrations, where iPaaS.com appears under Active Connections.

    Copper CRM Active Connections list showing the iPaaS.com connection

Initialization Support

Currently, initialization is not supported for Copper CRM in iPaaS.com. All data synchronization and mappings must be configured manually during the integration process.

To load a large volume of existing Copper CRM records, use the supported bulk sync using Postman approach.

Throttling

Throttling ensures that Copper CRM's API is not overwhelmed by excessive API calls, preserving system performance during heavy data transfers.

Copper CRM limits API traffic to 180 requests per minute on a rolling window and rejects requests beyond that limit. Set the subscription's throttle and concurrency values so the integration stays within that limit — this matters most during bulk or backfill runs, where a single transfer can consume several requests.

While the throttling fields are required, the values are pre-populated by the integration settings. For more details, refer to Subscription Configuration – Edit.

Related Documents

External References

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