HOW TO
- Connect Copper to Databox
- Access pre-built Copper Templates
- Build a Databoard using Copper data
- Use the Metric Builder for Copper
- Additional Information
How to connect Copper to Databox
IN THIS SECTION
- How much historical data is synced when you first connect Copper to Databox?
- What time zone does Copper data sync in?
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
- Navigate to Databoards > Public Templates
- In the Data Source drop-down list, select Copper
- To view a preview of the Template populated with dummy data, click Preview
- To pull the Template into your Account and re-populate it with your own Copper data, click Use Template
- 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 | |
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| 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
IN THIS SECTION
Popular Copper Metrics
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Opportunities by Create Date |
New Leads by Status |
Opportunities Amount (by Close date) |
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Sales Funnel |
Opportunities Amount by Owner |
Open Tasks |
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View a full list of Copper Metrics available in Databox here.
How to build a Databoard
- Navigate to Databoards > + New Databoard > Start Blank
- Click on the Metric Library icon on the left-hand side of the Designer
- Select the appropriate Copper Account from the Data Source drop-down list in the Metric Library
- View the list of pre-built Copper Datablocks in the Metric Library. Drag and drop your selected Datablock onto your Databoard
- If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon
- View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
- Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
- 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
- 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.