Copper

Metric.ai allows you to import leads and opportunities from Copper. Data is pulled from Copper multiple times per day.

• How to Connect
• Configure Settings
• Set Mapping
• Import Data from Copper
  • Periodicity
  • Imported Data

How to Connect

1. In Metric, select INTEGRATIONS from the left-side menu
2. Click the +NEW INTEGRATION button
3. Select Copper from the list of integrations
   
4. Enter User Email (use the email of the user providing API access for the integration) and API Key of the integration. You can obtain the API Key in Copper at Settings → Integrations → API Keys.
   

Configure Settings

1. Go to the Configure section
2. Enable/Disable Sync Deals Namessetting
3. DefineStages to Create Deals
4. DefineStages to Open Deals
5. DefineStages to Close Deals
6. Save it

Sync Deals Names

The Enable Sync Deals Names setting changes names of deals in Metric mapped to deals in Copper based on their names in Copper.

Stages to Create Deals

The Stages to Create Deals setting creates deals in Metric for each deal with a selected stage in Copper that has not yet been mapped to deals in Metric during the import.

If you have already created deals in Metric that correspond to deals in Copper, then you will need first to clear this setting and manually set mapping for the deals in Metric.

Stages to Open/Close Deals

The Stages to Open Deals and Stages to Close Deals settings set statuses of deals in Metric based on their stages in Copper.

• Stages to Open Deals setting moves deals to Active status in Metric
• Stages to Close Deals setting moves deals to Closed status in Metric

Set Mapping

Set a 1:1 mapping between Copper and Metric.ai for:

• Projects (Leads)
• Clients

1. Go to one of these sections
2. Set the mapping
3. Save

Note: Leads that were created by the Auto Create Leads setting are automatically mapped to leads/opportunities in Copper.