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Integrating SailPoint with Copper

This document provides instructions to configure a new direct connection to a Copper source.It is a CRM platform that helps businesses manage users and teams by providing roles, permissions, and access controls. It enables structured collaboration, member activity tracking, and secure sharing of customer data, all integrated with daily workflows. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Copper connector supports the following:

Account Management

  • Aggregate Accounts

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

To connect SailPoint to Copper, you’ll need to:

  1. Generate a Copper API Key:
    1. Log into Copper as an Admin.
    2. Go to System Settings > API Keys.
    3. Select GENERATE API KEY.

The API key you generate is used as an API token to authenticate API calls made from SailPoint to the Copper source. For more information, refer to Copper API Documentation.

Required Permissions

The Copper API key should be generated by an Admin or Owner account with access to all required resources. The key inherits permissions from the account that generates it.