If your business is currently using Copper as its CRM or plans to start using it to manage customer relationships, you can connect it to the platform so your customers' data stays in sync automatically.
This guide will walk you through the steps to set up the integration with Copper.
What does the integration do?
It's important for you to know that this integration is one-way, which means it syncs from Onro → Copper, not the other way around.
When you add or update a customer in the platform, that information is sent straight to Copper. You don't need to do anything extra.
Here's what gets synced:
Individual customers are added to Copper as People
Business customers are added as Companies, with their contacts linked automatically. What this means:
In Onro, a business customer usually has two parts: a company and a contact person.
For example:
The company is Rock Star, and the contact person is Alex Forbs.
When this information is synced to Copper, it’s not added as two unrelated records. Instead, Rock Star is created as a Company, Alex Forbs is created as a Person, and Alex is linked to Rock Star as his associated company.
Note: The integration is not applied to existing customers before the integration (business or individual). It only applies to new customers.
Prerequisites
You must have an active Copper CRM account
You must have Admin access in the Onro platform
Set up the integration
Connecting to Copper is easy and only takes a few minutes. To start, navigate to the following path:
Admin Center -> Settings -> Integrations -> CRM
Here you can see the list of all the available CRM options. Click on Copper to select it.
To integrate with Copper, all you need to do is click the Connect button.
This will redirect you to Copper to sign in, where you’ll be asked to authorize the connection. Click Authorize, and you’ll be redirected back to the previous page.
Now you should see the Connected status, and your integration is complete.
A new customer account with the name Copper Integration will be automatically created in your customer list.
Note: Please do not modify or delete this customer account.