Question

How do I accept the value of a source in Copper's API

  • 19 January 2023
  • 1 reply
  • 10 views
M

We have a webhook that provides us with data from Copper into airtable. This works fine with custom fields, and most standard fields as well. However, when I went to connect the source field, I could find the name of this field in the API documentation:

 

https://developer.copper.com/opportunities/list-opportunities-search.html

 

I can see in this list that there is the field customer_source_ids. Why can’t I access the value of a source, but the ID is ok? 

 

Thanks

1 reply

alex
Userlevel 5
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I can see in this list that there is the field customer_source_ids. Why can’t I access the value of a source, but the ID is ok? 

Because Customer Sources is a more complex field than others. It's not a normal system or custom field, it has its own API endpoint here:

https://developer.copper.com/opportunities/list-customer-sources.html

 

So with that, what I'd recommend doing is creating another table in Airtable called "Sources" and have the Copper ID as the first field, then the value (source name) as the second field. You'd map this out once.

 

Then add that source linked field to the main Airtable table where you're entering in the opportunities.

 

You'd then input the source ID to the source linked field in Airtable, and then have a lookup field in that table for the Source Value (Name) so you can see the source name within the initial table.

 

Please keep in mind that this secondary base will need to have new sources added to it manually if more are added to Copper, but it will automatically created the Source ID record in the Source table if it doesn't exist, you'd just have to label it.

 

Hope that makes sense!

Alex

Alex (efficient.app)

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