Guide: Using Copper with Databox

HOW TO

How to connect Copper to Databox

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How to connect Copper to Databox

To connect a Copper Account in Databox, go to  Data Sources > + New connection. Type Copper in the search bar and click on the green Connect button. 

This will open the  Activation window, which is where you will be prompted to enter your Copper login and API Key.

How much historical data is synced when you first connect Copper to Databox?

When you connect a new Copper Data Source in Databox, no historical data is initially synced. 

Pro Tip: Once your Copper Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Copper data in your Databox reports. Learn more here. 

What time zone does Copper data sync in? 

Copper data is synced in UTC. 

How to access pre-built Copper Templates

1
 Navigate to Databoards > Public Templates
2
 In the Data Source drop-down list, select  Copper
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Copper data, click Use Template
5
 Select the appropriate Copper Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Copper Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Copper Template

Copper Overview

This dashboard gives you an overview of your monthly forecast from Copper so you can anticipate your revenue.

How to build a Databoard using Copper data

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Popular Copper Metrics

[Replace images with Metrics populated on visualizations with the standard blue background]

Opportunities by Create Date

New Leads by Status

Opportunities Amount (by Close date)




Sales Funnel

Opportunities Amount by Owner

Open Tasks

View a full list of Copper Metrics available in Databox here.

How to build a Databoard

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Metric  Library icon on the left-hand side of the Designer
3
 Select the appropriate Copper Account from the Data Source drop-down list in the Metric Library
4
 View the list of pre-built Copper Datablocks in the  Metric Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
8
 Select the appropriate Copper Data Source and Metric in the righthand Datablock Editor. This will update the Datablock, and it will populate the Datablock with the corresponding data 
 
9
 Complete steps 4-8 until your Databoard is complete

How to use the Metric Builder for Copper

Learn more about the Custom Metrics and Metric Builder for Copper here. 

Additional Information

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