Connect Copper to Tarvent - COMING SOON

Learn how to set up and manage the integration between Copper and Tarvent.

In this guide, you'll find:

1. Overview
2. Data Flow Overview
3. Prerequisites
4. Step-by-Step Setup Guide
5. Post-Setup Maintenance
6. Registering Webhooks
7. Manual Syncing
8. Troubleshooting
9. FAQs

1 Overview

This integration keeps your contacts synchronized between Tarvent and Copper, supporting both one-way and bidirectional sync. It utilizes OAuth 2.0 for secure authentication and provides real-time synchronization, along with additional manual sync options.

Contact Synchronization

• Real-time contact updates
• Bidirectional or one-way contact syncing
• One-way group syncing
• Standard and custom field mapping
• Manual sync available

Journey Actions & Triggers

• Monitor changes in pipelines, contacts, and opportunities
• Update contact details and opportunities
• Add tasks and activities
• Change opportunity stage

2 Data Flow Overview

3 Prerequisites

Before you start: Confirm that you have an Copper account and admin access for both platforms.

1. Copper Account
   

   You’ll need an active account.

2. Admin Access
   

   Administrator rights are required in both Tarvent and Copper to set up integrations.

3. Tarvent Account
   

   You’ll also need an active Tarvent account.

4 Step-by-Step Setup Guide

Step 1: Access Integration Settings

1. Go to Account Settings
   

   In Tarvent, navigate to Account > Integrations.

2. Select Copper
   

   Click the integration card.

3. Add an Account
   

   Click Add an account in the top-right corner.

Step 2: Connect to Copper

1. Select Audience
   

   Pick the Tarvent audience you want to sync with Copper.

   Note: Each audience can connect to only one Copper account.

2. Authenticate with OAuth
   

   Click Connect to authorize via Copper.

3. Authorize Access
   

   Review and approve the permissions in Copper.

Step 3: Configure Settings

1. Notification Email
   

   Enter an email for sync notifications. This is required.

2. Contact tag Filter
   

   Choose which tag(s) the contact must have to be included in the sync.

3. Contact lead status Filter
   

   Choose which lead status(es) the contact must have to be included in the sync.

   Note: This option will only show up if you have "Leads" enabled in your Copper account.

4. Contact Type Filter
   

   Choose which contact type(s) the contact must have to be included in the sync.

5. Additional Options (Optional)
   
   • Only sync contacts that are assigned to your Copper. If disabled, it will sync all contacts.
   • Sync one-way only: Only transfers contacts from Copper to Tarvent. This applies to the sync as well as live contact additions and updates.

Step 4: Map Fields

Tip: Hover the help icons in Tarvent for field mapping guidance.

1. Review Default Mappings
   

   Similar fields are auto-mapped. Verify each field mapping before continuing.

2. Map Custom Fields
   

   Match Copper fields to Tarvent data fields:

   • Text fields (Copper types: Text, Website, URL, Textblock): Text, URL, Image, Email, State, Zip code (Tarvent data types)
   • Multi-select, dropdown, and checkbox fields: Text (Tarvent data type)
   • Date fields: Date, DateTime, Birthday (Tarvent data types)
   • Phone fields: Phone, Text (Tarvent data type)
   • Number fields (Copper types: Number, Currency, Float, Percentage): Number (Tarvent data type)
   • Address fields: If mapped, the address will be split into the standard Tarvent address fields
   • Name fields: If mapped, the name will be split into the standard Tarvent name fields (First and Last)

   Special mapping cases

   • Multi-select fields: The value of this field will be mapped to a Tarvent text field as a CSV of the Copper values (ex. value1, value2, value3). If this value is updated in Tarvent, the value must match the Copper value for the sync to work.
   • Dropdown fields: The value of this field will be mapped to a Tarvent text field. If this value is updated in Tarvent, the value must match the Copper value for the sync to work.
   • Checkbox fields: The value of this field will be mapped to a Tarvent text field as "checked" or "unchecked". If this value is updated in Tarvent, the value must be "checked" or "unchecked" for the sync to work.

   Note: All required fields must be mapped.

3. Skip Fields
   

   Any fields you don’t need can be marked as skip. All fields must be mapped or skipped.

Step 5: Finalize Setup

1. Review Settings
   

   Confirm all configurations before finishing.

2. Start Sync
   

   Click Finish setup & start sync. This will:

   • Register webhooks for real-time updates
   • Schedule the first sync

5 Post-Setup Maintenance

Monitoring Sync Status

After setup, you can track the status of your integration directly in Tarvent:

• View sync history and results
• Check for sync errors or conflicts
• Review sync performance and statistics

Managing the Integration

You can manage your integration anytime through these options:

• Edit Settings: Adjust options, mappings, and notifications
• Manual Sync: Run an on-demand sync between systems
• Disable: Pause syncing without deleting the integration
• Delete: Permanently remove the integration

6 Registering Webhooks

Once your integration is active, you normally won’t need to adjust webhooks. However, if they become deactivated in Copper or you receive a notice from Copper that your webhook has been deactivated, you can re-register them:

1. Go to Account > Integrations and find the Copper integration
2. Select the integration you want to update
3. Under the Settings tab, locate the webhook controls
4. Click the button to register or unregister your webhooks

Tip: If your webhooks are deactivated, unregister them first, wait for the action to complete, then register them again.

7 Manual Syncing

If live syncing isn’t enabled or you run into sync issues, you can trigger a manual sync between Tarvent and Copper:

1. Go to Account > Integrations and select the Copper integration
2. Open the integration you want to sync
3. In the settings dialog, click the Sync button at the bottom-right
4. Choose a sync type:
   • Full sync: Syncs all contacts from Copper to Tarvent
   • Incremental sync: Syncs only new or updated contacts since the last manual sync.
5. Click Sync to start

Note: Manual sync times will vary, depending on volume. You don’t need to stay on the page while it runs.

8 Troubleshooting

Common Issues

If you run into problems, here are common issues and fixes:

• Sync not starting: Ensure the integration is enabled and your sync settings are correct
• Field mapping errors: Confirm field types are compatible and mapped correctly
• Finish button disabled: Double-check all settings and mappings
• Save button disabled: Look for red dots next to tabs, which indicate missing settings or mappings

9 FAQs