Sprinto Test

Overview

Copper Integration

The following article describes how to integrate Sprinto with Copper. Copper is a marketing automation tool.

Note: We use Truto.one as our integration partner to integrate and fetch required user details from the Copper account.

How this integration helps

  • Integration helps to fetch the users list from the Copper account.
  • If a staff member who has Copper account access offboards the organization, Sprinto activates a check against the staff member to revoke Copper access.

Prerequisites for Integration

  • Logged in on Sprinto as administrator.
  • Ensure you have “Admin” access on the Copper account you want to integrate.

How to integrate Sprinto with Copper

  1. Do the following procedure to get the API Key from Copper:

    1. Go to Copper login portal and log in using your credentials or Single Sign-On (SSO) option.

    2. Go to Settings > Integrations > API keys and click Generate API keys.

    3. Copy the generated API key securely. You’ll need this API key on the Sprinto platform to build integration.

  2. On Sprinto app, go to Settings > Available integrations and click on Connect next to Copper.

  3. From Integration page, select the acknowledgment checkbox and click on Connect to Copper.

    Note: This completes connecting the Copper account on Sprinto. Follow steps 4 onwards to complete the integration.

  4. On Copper integration page, enter the API key, Email address in the respective field and click on Connect.

  5. On Access page, select Copper and click on Add system.

  6. Click on settings icon next to Copper.

  7. On Manage Copper page, click on Configure access.

  8. Select one of the following user access types:

    Note: Sprinto activates a check against any staff member with invalid access based on access type selected.

    • All staff members are allowed access: Selecting this option defines all staff members’ valid access to the critical system.

    • Role-based access: Select this option and define the org roles that are valid to access the critical system.

    • Ticket-based access: Select this option and define the valid access for users with access tickets.

Final Step

This completes the integration procedure. To check for pending tasks or failing checks, go to Data Library > Access and review the Copper critical system card.