Prerequisites
Before you can add the connection, you must generate an API key from your Copper account:1
Log in to your Copper CRM web application and navigate to Settings > Integrations > API Keys.
2
Click Generate API Key and enter a label for the key.
3
Copy the generated API key. Store it securely.
Setup Guide
Follow these steps to connect Copper to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Copper into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter your API Key.
6
Enter the User Email address associated with your Copper API key.
7
At the top of the Connect AI Add Copper Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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