Copper

Overview

Copper is a customer relationship management (CRM) platform to track individuals, companies and activity data. This Parsons class provides methods for extracting people, companies and actions.

Note

Getting Your API Key

• Sign into Copper

• Click on Settings (gear icon) and then API Keys

• Click the GENERATE API KEY button

Quickstart

To instantiate the Copper class, you can either store the Copper user email and API key as environmental variables (COPPER_USER_EMAIL, COPPER_API_KEY) or pass them in as arguments:

from parsons import Copper

# First approach: Use API key and user email via environmental variables
copper = Copper()

# Second approach: Pass API credentials and user email as arguments
copper = Copper(user_email='me@myorg.com', api_key='MYAPIKEY')

You can then call various endpoints:

# Get people

# This will unpack the people json as a dict of Parsons Tables.
people_tbls = copper.get_people()

# You can then save the tables as csvs
for k, v in people_tbls.items():
        v.to_csv(f'{k}_copper.csv')

# Or you send the tables to a database
pg = Postgres()
for k, v in people_tbls.items():
        v.to_postgres(f'copper.{k}', if_exists='drop')

# Get companies

# Get companies modified since a date, unix time. This will unpack the companies
json as a dict of Parsons Tables.
company_tbls = copper.get_companies({'minimum_modified_date': 1599674523})

API

class parsons.Copper(user_email=None, api_key=None)

Instantiate Copper Class

Args:

user_email:

The email of the API user for Copper. Not required if COPPER_USER_EMAIL env variable set.

api_key:

The Copper provided application key. Not required if COPPER_API_KEY env. variable set.

Returns:

Copper Class

get_people(filters=None, tidy=False)

Get people

Args:

filters: dict

Optional; pass additional parameters to filter the records returned. See Copper documentation for choices

tidy: boolean or int

Optional; unpack list and dict columns as additional rows instead of columns If True: creates new table out of unpacked rows If ‘int’: adds rows to original table if max rows per key <= given number (so tidy=0 guarantees new table)

Returns:

List of dicts of Parsons Tables:

• people

• people_emails

• people_phone_numbers

• people_custom_fields

• people_socials

• people_websites

get_companies(filters=None, tidy=False)

Get companies

Args:

filters: dict

Optional; pass additional parameters to filter the records returned. See Copper documentation for choices

tidy: boolean or int

Optional; unpack list and dict columns as additional rows instead of columns If True: creates new table out of unpacked rows If ‘int’: adds rows to original table if max rows per key <= given number (so tidy=0 guarantees new table)

Returns:

List of dicts of Parsons Tables:

• companies

• companies_phone_numbers

• companies_custom_fields

• companies_socials

• companies_websites

get_activities(filters=None, tidy=False)

Get activities

Args:

filters: dict

Optional; pass additional parameters to filter the records returned. See Copper documentation for choices Optional; unpack list and dict columns as additional rows instead of columns If True: creates new table out of unpacked rows If ‘int’: adds rows to original table if max rows per key <= given number (so tidy=0 guarantees new table)

Returns:

List of dicts of Parsons Tables:

• activities

get_opportunities(filters=None, tidy=False)

Get opportunities (i.e. donations)

Args:

filters: dict

Optional; pass additional parameters to filter the records returned. See Copper documentation for choices Optional; unpack list and dict columns as additional rows instead of columns If True: creates new table out of unpacked rows If ‘int’: adds rows to original table if max rows per key <= given number (so tidy=0 guarantees new table)

Returns:

List of dicts of Parsons Tables:

• opportunities

• opportunities_custom_fields

get_custom_fields()

Get custom fields

Args:

filters: dict Optional; pass additional parameters to filter the records returned. See Copper documentation for choices

Returns:

List of dicts of Parsons Tables:

• custom_fields

• custom_fields_available

• custom_fields_options

get_activity_types()

Get activity types

Args:

filters: dict Optional; pass additional parameters to filter the records returned. See Copper documentation for choices

Returns:

List of dicts of Parsons Tables:

• activitiy_types

get_contact_types()

Get contact types

Args:

filters: dict Optional; pass additional parameters to filter the records returned. See Copper documentation for choices

Returns:

Parsons Table

See Parsons Table for output options.