Overview
This guide outlines the steps to integrate Copper CRM on the Josys App Catalog page.
Integration Specifications
| Target Plans | Basic, Professional, Business |
|---|---|
| Admin Type for Integration | Account Owner or Administrator |
| Integration Method | API Key/Token |
| Integration Key | |
| Capabilities | Account Visualization |
| Account Visualization | Active Deleted |
| Statuses Excluded from Unmanaged IDs | Deleted |
| Provisioning Settings | |
| Deprovisioning Settings | |
| Subscription Information | How to check subscription information |
| Available Fields for Visualization | • Status |
| License Management Fields | |
| Common Fields | Status User |
| Retrievable Permission Types | - |
| Permission Editing |
Generating the API Token
- Log in to Copper CRM using an
Account Owner or Administratoraccount, and clickSettings > API Keys. - Click
CREATE API KEYto generate and copy the token.
Integrating with Josys
- In the left sidebar of Josys, click Integrations > App Catalog.
- Search for and click Copper CRM.
- The setup pane will appear on the right side of the screen.
- Enter the API token owner's email address and the API token, and then click Next to complete the integration.