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Looker Studio: connect Copper and build reports
Looker Studio: connect Copper and build reports

Looker Studio: connect Copper and build reports

Success at Copper avatar
Written by Success at Copper
Updated over a week ago

The Looker Studio Connector allows you to directly sync your Copper data into Looker Studio (formerly called Google Data Studio). The connector currently supports all primary record types: Leads, People, Companies, Opportunities, Projects, and Tasks. When connected the data will go through an initial load then allow you to create beautiful dashboards with the charts and tables available in Looker Studio.

The data connection will refresh in the background once every 12 hours. You can manually trigger a refresh by clicking the "Refresh Data" button in Looker Studio, which will load data from roughly 30 minutes prior.

Note: Use of the Looker Studio connector with the Copper service will transfer your data from the Copper platform to a site hosted by or for Google. Once transferred, your data is subject to the use, privacy, and data protection terms separately agreed by you and Google.

Have other tools you want to integrate? Check out our integration marketplace to see hundreds of options!

Understand the Copper Looker Studio Connector

You need to create multiple connections with the Copper Connector to Looker studio for each record type you would like to sync to a report. Keep in mind the visibility of records is determined by the API Key of the user who initially sets up the connection for that record type. Depending on the team permissions and visibility setting, the records they can't see will not be sent to Looker Studio via the connector.

Note: The connector can currently pull up to 200,000 data points comfortably. If you're trying to load more data than this, you may experience an error. A data point is considered a custom or default field. For example, an Opportunity with no custom fields will have 20 data points which means the Connector could pull up to 10,000 Opportunities.

What you need to get started with the Connector

Connect your data to a Looker Studio template

We offer templates as a starting point for you to build reports in Looker Studio. Templates can be accessed in the Copper web app by both Account Owners and Admin. The templates gallery can be found under Settings > Reports > Looker Studio Reports.

looker studio reports page.png

Here's are steps to connect Copper data to a Looker Studio template:

  1. Open a template, we'll select Opportunity Dashboard for this example. You must be signed into a Google account with Looker Studio enabled.

  2. Click the option to make a copy of this template in the top righthand corner.

  3. In the pop-up window that appears, you'll be asked to choose the data source to populate this template with. You can choose an existing data source from the drop down menu, or you can choose the option to create a new data source. Let's look at creating a new data source:

  4. In the landing page that appears, search for 'Copper'. You should see a Copper box appear in the 'Partner Connectors' section.

  5. Click on the 'Copper" connector

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  7. Click the blue 'Authorize' button that appears.

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  9. Click the blue 'Authorize' button that appears.

  10. Select your Google account from the list. This should be the Google account associated with your Copper account.

  11. A pop-up window will appear letting you know Looker Studio wants to access your account. Click the blue 'Allow' button.

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  13. In the grey box, enter your Copper API Key.

    1. To obtain your API Key, sign into Copper, and click 'Settings' from the left-hand menu.

    2. Choose 'API Keys' from the 'Integrations' section.

    3. Click the blue 'Generate API Key' option.

    4. Copy your API key from the page.

    5. Return to the Looker Studio Connector landing page.

    6. Paste your API Key into the 'Copper API Key' grey box.

    7. Click Submit

    8. Screen_Shot_2020-05-14_at_5.28.04_PM.png
  14. Choose "Opportunities" as a record type since the report is based on Copper Opportunity data.

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  17. In lower right-hand corner, click "Add"

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  19. Click 'Connect.'

  20. The page that appears shows how each field associated with the record type will be sent over. This is typically accurate, but you may want to look it over to ensure the type and aggregation are correct.

  21. When you're ready, click the blue 'Add to Report' button in the upper right corner of the page.

  22. Click "Create Report" and authorize Copper.

  23. A new tab will open that will show your data. Keep in mind, it will take a couple minutes to load.

If you want to surpass the data limit of the Looker Studio Connector, you can pull data into Looker Studio using our Google Sheets Add-on

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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