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Copper CRM Connections and Settings
Copper CRM Connections and Settings

Integrate Copper CRM with iPaaS.com to seamlessly manage and sync your customer data, opportunities, and related records.

Updated over 2 weeks ago

How to Connect

Prerequisites

Before setting up the Copper CRM integration in iPaaS.com, ensure the following settings are configured in your iPaaS subscription:

  • API URL:
    https://api.copper.com

  • API Key:

    • Navigate to Settings > Integrations > API Keys in Copper CRM.

    • Click Generate API Key.

    • Copy the generated API Key and save it for use in your iPaaS subscription.

Configure Subscription Settings

Navigate to the Copper CRM subscription settings in iPaaS.com and provide the following information:

Field

Description

Required

Example

Name

A unique name for the subscription.

Yes

Copper CRM Integration

Version

API version to use.

Yes

Your API Version

API URL

URL for your Copper CRM instance.

Yes

Your API URL

API Key

For development purposes only. Should always be set to null.

Yes

null

API Email

Email address associated with the API Key.

No

Your Email

Authentication Methods

You can authenticate either with the information you obtained above or via oAuth.

Option 1: API Key Authentication

  1. Navigate to Settings > Integrations > API Keys in Copper CRM.

  2. Click Generate API Key to create a new key.

  3. Copy the generated API Key.

  4. In iPaaS.com, enter the API URL () and the copied API Key in the subscription settings.https://api.copper.com

Option 2: OAuth Authentication

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

  2. Click the Lock icon (Authentication button) to initiate the OAuth flow.

  3. Log in to Copper CRM if prompted and authorize the iPaaS integration.

  4. After authorization, refresh your iPaaS subscription. An access token will be generated automatically.

  5. Verify the connection in Copper CRM:

    1. Navigate to Settings > Integrations > Active Connections.

    2. Ensure the iPaaS connection is visible.

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.

Throttling

Throttling ensures that Shopware’s API isn’t overwhelmed by excessive API calls, preserving system performance during heavy data transfers.

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

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