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Copper CRM Installation Instructions

How to install and configure the Copper CRM integration in iPaaS.com — obtaining credentials, subscribing, entering settings, and completing OAuth 2.0 authentication.

See what the Copper integration can do →

Before You Begin

Before you begin installing the Copper CRM subscription, obtain authentication information from Copper CRM. The Copper CRM API supports two authentication methods:

  • API Key and API Email

  • OAuth 2.0 (recommended)

You need an API Key to subscribe to Copper CRM webhooks; OAuth 2.0 may be used for all other requests. Obtain both an API Key and the API Email now, and complete the OAuth 2.0 flow after the subscription is created (see Authentication Configuration below).

To generate an API Key in Copper CRM:

  1. Log in to Copper CRM using your credentials.

  2. Click Settings in the sidebar menu.

  3. On the settings page, click Integrations → API Keys.

  4. Click Generate API Key.

  5. Copy the generated API Key and store it in a safe location — you will need it when configuring the subscription.

  6. API Key: generated at Settings → Integrations → API Keys in Copper CRM. Authorizes the integration and is required to subscribe to Copper CRM webhooks.

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

Installation Instructions for Integration Setup

  1. Go to Subscriptions Management → Subscriptions and click Search Certified Integration Marketplace & Subscribe.

    The iPaaS.com Subscriptions page with the Search Certified Integration Marketplace and Subscribe button highlighted

  2. Click the Copper CRM integration tile.

    The Copper CRM integration tile in the marketplace

  3. On the Subscription Detail page, click Subscribe.

  4. Enter a Name for the subscription and select a Version. Use any name that is unique and meaningful within your company.

    • Format: [Product Name] - [Environment/Purpose]

    • Example: Copper CRM - Release

  5. Select Create Default Mappings (recommended). If you would rather build all mappings yourself, leave this box unchecked.

    The Copper CRM Subscription Settings page with Create Default Mappings selected

  6. Provide the API URL for your Copper CRM instance. The Copper CRM API URL is the same for all instances and is not instance-based.

    • Test/Sandbox: https://api.copper.com

    • Production: https://api.copper.com

  7. Enter the API Email. This is the email account you use to sign in to Copper CRM.

  8. Enter the API Key you generated in Copper CRM. An API Key is required to subscribe to Copper CRM webhooks; OAuth 2.0 may be used for all other requests.

  9. Enter the API Throttle Limit. This controls how many API requests the integration sends within each throttle window, protecting Copper CRM from being overwhelmed.

    • Initial Setup: 5

    • Ongoing Operations: 500

    • High Volume: 500

  10. Enter the API Throttle Seconds. This is the length of the window over which the throttle limit is measured.

    • Default: 60 seconds

  11. Enter the number of Concurrent Connections — the maximum number of simultaneous API connections the integration opens.

    • Default: 5

    • Range: up to 10

  12. Enter the number of Concurrent Batch Executions — the maximum number of transfers processed in parallel in a batch.

    • Default: 5

    • Range: up to 10

  13. Click Apply to save the settings.

NOTE: Copper CRM limits API traffic to 180 requests per minute. If you encounter rate-limit errors during large transfers, reduce the throttle and concurrency values above.

Authentication Configuration

The API Key and API Email entered above are sufficient for webhook subscriptions. To use OAuth 2.0 for all other requests, complete the OAuth 2.0 flow after the subscription is created.

To initiate the OAuth 2.0 flow and generate an access token:

  1. Open your Copper CRM Subscription Settings in iPaaS.com.

  2. Click the Authentication (lock) icon in the toolbar.

    The Authenticate lock icon on the Copper CRM Subscription Settings toolbar

    A new browser window opens, requesting permissions for the application. 3. While logged in to Copper CRM, click Authorize when prompted. 4. Click Close Page. 5. Refresh the subscription. The access token value is now present if the flow succeeded.

    The Copper CRM subscription showing the stored access token

NOTE: The Copper CRM OAuth 2.0 access token is a permanent access token and does not expire.

You can also confirm the connection in Copper CRM under Settings → Integrations → Integrations, where iPaaS.com appears in the Active Connections list.

Post-Installation Verification

After completing the installation, perform these tests to verify it.

Connection Test

  1. Confirm the access token value is present on the Copper CRM subscription after completing the OAuth 2.0 flow, or that an API Key and API Email are entered.

  2. Confirm iPaaS.com appears under Active Connections on the Copper CRM Settings → Integrations → Integrations page.

Data Sync Test

  1. Transfer a sample Copper CRM person to iPaaS.com (a pull, to iPaaS.com).

  2. Transfer a sample iPaaS.com Customer to Copper CRM (a push, from iPaaS.com).

Functionality Test

  1. Run an end-to-end business process.

  2. Confirm the field mappings, webhook triggers and logging behave as expected.

  3. Review the integration logs under Dashboard → Integration Monitoring in iPaaS.com.

Support and Troubleshooting

Click the Help button on any iPaaS.com page to contact Support or search the documentation. Additional resources:

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