Copper CRM
Data Integration
via SSIS Productivity Pack
Integrate and migrate data to and from Copper with any other application or data source including Microsoft SharePoint, WordPress, MailChimp, and Facebook, to name just a few.
What other applications can you sync with Copper?
Click here for more solutions.
Your Copper system is the front line for your customer management, and it's essential for it to maintain the most up-to-date data at all times, while interacting properly with your other applications to keep the entire customer life-cycle running smoothly.
Synchronize Data
Easily sync Copper with your ERP, marketing platform or any other application so customer records are always up-to-date. Bring more visibility across applications so each team knows exactly where each client is in the sales process.
Automate Business Processes
Copper cannot always handle the entire customer life-cycle itself, it relies on information from your other applications to help drive the sales cycle. Customer downloads a white paper? Let your sales team follow up in Copper. Close a deal in Copper? Allow your ERP to finalize the order process.
Replicate Data
Data Archival
Easily replicate data from Copper for data archival and warehousing requirements.
Data Analytics
Easily retrieve data from Copper so it is available for your choice BI and Analytics platform.
Copper Data Integration
is available in the
SSIS Productivity Pack
Unique Features
- A simplified and secure connection manager makes it easy to communicate with Copper.
- Supports Copper's numerous objects including APIs associated with Leads, People, Activities, Projects, Tasks, and Opportunities.
- Retrieve data from Copper with several advanced filtering capabilities for further data retrieval refinement.
- Write data to Copper through various write actions.
Technical Requirements
- Copper
- SQL Server Integration Services
- Azure-SSIS Integration Runtime
- Microsoft SQL Server 2022
- Microsoft SQL Server 2019
- Microsoft SQL Server 2017
- Microsoft SQL Server 2016
- Microsoft SQL Server 2014
- Microsoft SQL Server 2012
Copper Data Integration Made Easy
Our solution is easy to use, offering code-less integration between Copper and virtually any other application or database system. Our solution is built utilizing Microsoft SQL Server Integration Services (SSIS), a performant and flexible ETL platform, that allows your team to take advantage of the technologies and skills they already have. The drag-and-drop user interface makes it easy to set up powerful integration within a matter of minutes.
Our Copper integration solution is available within the REST Components and Prouctivity Pack, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Copper with applications such as Microsoft Dynamics 365, HubSpot, and many more.
See our full product offerings for more information.
More SSIS CRM Components
Our CRM components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular CRM solution. In addition to Copper, we support the following CRM services: