Imports your data to Copper via their API
This step is meant to pull data from your Copper CRM. Use it to pull in any data that they support in their API, which is extensive and easy to use.
Copper CRM has a simple and powerful API that anyone can use to interact with their CRM data.
You will need to get an API Token from your account. To generate an API Token, in the Copper web app go to System settings > API Keys and click the CREATE A KEY button.
You will need to use your email in this Copper Import as well, if you are the one who generated the token. If someone else generated the token, you'll need to have their email address on hand.
Once you have your API Token and the email address of the person who generated it, do the following:
After completing the above steps, you should see some data coming through! If you are getting an error, perhaps the token or email is wrong. Reach out to us if you need any help with setting up this step!
This Beta Import comes with an example to show you how to pull some leads form Copper's Search Leads endpoint. Notice that its POSTing to the Leads Search URL, and sending a Body that looks like this:
Those parameters are describing how Copper should perform the search. What if you wanted to find all of your leads in Boston? You would use this Body:
Look through their docs to find how to pull in the resource that you care most about.
As with anything in Parabola, if you need any help getting this step to work, reach out to us with the chat bubble in the bottom left!