Copper CRM to Google Data Studio

Automatically Export & Sync Copper CRM Data to Google Data Studio

Copper CRM
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Google Data Studio
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Activities-Alltime
Activities-Last X days
Date Rangable
Companies-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
Companies-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
Companies+Activities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
Pre-blended combo set ACTIVITIES
Companies+Activities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
Pre-blended combo set ACTIVITIES
ContactTypes
CustomerSources
CustomFieldDefinitions
Leads-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Filterable
Leads-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Date Rangable
Filterable
Leads+Activities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Filterable
Pre-blended combo set ACTIVITIES
Leads+Activities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + LEAD-STATUSES + USERS
Date Rangable
Filterable
Pre-blended combo set ACTIVITIES
LeadStatuses
LossReasons
Opportunities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Filterable
Opportunities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Date Rangable
Filterable
Opportunities+Companies-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Filterable
Pre-blended combo set COMPANY
Opportunities+Companies-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CUSTOMER-SOURCES + PIPELINES + PIPELINE-STAGES + USERS + LOSS-REASONS
Date Rangable
Filterable
Pre-blended combo set COMPANY
People-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
People-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
People+Activities-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Filterable
Pre-blended combo set ACTIVITIES
People+Activities-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + CONTACT-TYPES + USERS
Date Rangable
Filterable
Pre-blended combo set ACTIVITIES
Pipelines
PipelineStages
Projects-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Filterable
Projects-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Date Rangable
Filterable
Tasks-Alltime
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Filterable
Tasks-Last X days
Enriched by CUSTOM-FIELD-DEFINITIONS + USERS
Date Rangable
Filterable
Users
Enriched by CUSTOM-FIELD-DEFINITIONS

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Copper CRM.

If you only need to export your data one time, check the website of Copper CRM to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Copper CRM.
Copper (formerly ProsperWorks CRM) is a productivity CRM software designed for companies that love G Suite and use solutions such as GMail, Google Calendar, and Google Sheets.
Custom Field Enrichment

Flatly automatically enriches some fields in some Copper data sets if they contain Custom Fields. Your resulting data will contain extra columns, created by Flatly, which are labeled by a combination of the prefix "flatly_enriched" and a suffix derived from your Custom Field's label. The values under these enriched columns will be useful and interpretable by human users, instead of being identifiers meant for computer programs.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Connection

Opening a CSV file from Google Cloud Storage in Looker Studio is straightforward and takes only a few clicks. Importantly, a CSV file can be larger than 10 million cells, whereas a Google Sheet is limited to 10 million cells.

Google Data Studio reads flat files directly from Google Sheets or Google Cloud Storage.

File Formats

Integration Flow

Setup

Step 1

Select Copper CRM from the Data Source dropdown and Google Data Studio from the Data Destination dropdown.

Step 2

Authorize Copper CRM with your credentials using the Basic Authentication flow.

Step 3

Authorize Google Data Studio with your credentials using the Service Account flow.

Step 4

Select your Data Set from the 30 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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