In this article, we'll walk you through the steps to connect your Copper account to QuotaPath. Please refer back to these steps and tips as needed.
Before connecting, this is the information you will need to ensure you can properly connect your Copper source:
API key
In your Copper account, go to Settings → Integrations → API keys. Make sure you copy the key and keep it readily available
If you are unable to view your API key within your Copper account, please reach out to your organization’s Copper admin and request the key from them
User email
This can be your email or anyone on your team that has an email associated with your organizations Copper account
Now that you have all the information needed, you are ready to connect. You can view the following video, or follow the steps below:
Navigate to the integrations page. Click on ‘Settings’ within the left hand nav bar and then ‘Integrations’.
Find the Copper integration card and click ‘Connect’.
You will be prompted a source form to complete your authentication. Here is where you will need all the information from the first section above.
Fill in the ‘API Key’ and the ‘user email’ then click Submit:
Now that you are successfully authenticated, click ‘Next’ within the modal to move onto the next stage of completing your integration.
Here you will select your sync schedule and the objects/streams you would like to sync:
You will need to select both opportunities AND users as objects to sync in order for QuotaPath to match the deal record to the user record.
Once you select ‘Sync Now’ your data will start flowing into QuotaPath
This could take a few minutes so feel free to close the modal and navigate to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
You will also be able to see your sync status across the top of the integration card under the “Connected Integrations section”:
At any point you can click “Edit Settings” or “Resync Now”:
“Edit Settings” will allow you to update your sync schedule or any of the streams/objects you have connected.
“Resync now” will allow you to kick off a manual sync, ahead of your next scheduled sync time.
Once Copper is connected, navigate to Home or Plans to sync data to a compensation plan in QuotaPath.
If you are having any troubles, please feel free to reach out to our support team, support@quotapath.com, or start a chat from the icon on the lower right hand corner of your page.