Copper CRM
Connect iPaaS.com with Copper CRM
10 articles
- iPaaS.com <> Copper CRM: BackgroundLearn about the Copper CRM integration and what it supports.
- Copper CRM Installation InstructionsHow to install and configure the Copper CRM integration in iPaaS.com — obtaining credentials, subscribing, entering settings, and completing OAuth 2.0 authentication.
- Copper CRM Connections and SettingsHow to connect Copper CRM to iPaaS.com — credentials, subscription settings, API Key and OAuth 2.0 authentication, initialization support and throttling.
- Copper CRM Mapping FunctionsReference for the Copper CRM-specific functions you can use in Dynamic Formula mappings and mapping collection filters.
- Copper CRM API EndpointsThe Copper CRM Developer API endpoints the iPaaS.com integration calls, grouped by entity — for firewall whitelisting, troubleshooting and deprecation checks.
- Copper CRM Integration Known LimitationsThe known limitations of the Copper CRM integration — scope, design decisions and settings to confirm before go-live, with the workaround for each.
- Copper CRM Error MessagesError messages a subscriber may encounter when synchronizing data between iPaaS.com and Copper CRM, grouped by flow, with the cause and how to resolve each.
Copper CRM Mapping Collections
Map data between Copper CRM and iPaaS.com
- Copper CRM to iPaaS.com Person Mapping DocumentationHow Copper CRM People and their addresses transfer into iPaaS.com as Customer and Customer Address records — ID formats, integration flow, field mappings and caveats.
- Copper CRM from iPaaS.com Person Mapping DocumentationHow iPaaS.com Customer records are written into Copper CRM as People — ID formats, integration flow, field mappings, company linking and caveats.
- Copper CRM from iPaaS.com Activity Mapping DocumentationHow iPaaS.com Transactions are written into Copper CRM as activities logged against a person — ID formats, the automatic customer prerequisite, field mappings and caveats.