The Scrut - Copper CRM integration fetches user access data, permissions, and role assignments from your Copper account and syncs them with the Access Review module. This integration enables your organization to maintain comprehensive visibility over user access rights and streamline periodic access reviews for compliance and security.
Heads Up!
The data synced from Copper flows into the People → Access module in Scrut.
Prerequisites
Before starting the integration, ensure you have the following credentials:
You must be a Scrut Admin (or Contributor with access to the Integrations module)
Permissions to generate/access the API key in Copper
How To Connect Copper With Scrut
Step 1: Fetch API Key and Email Address from Copper
Log in to your Copper account and click your profile in the top-left and select Integrations.
In the Settings menu, navigate to Integrations → API Keys.
Click Generate API Key.
Copy the API Key and Email of the token creator (the email is available in the Creator field in the API key table). Save these details in a safe location, as you need to enter them in Scrut in the next step.
Pro Tip!
Refer to this guide from Copper for more information on the API key and what it does.
Step 2: Go To Integrations in Scrut
Sign in to Scrut and click Integrations on the left navigation panel.
Navigate to the Integrations Library tab, and choose Customer Relationship Management in the Categories section.
Scroll to the Copper tile and click Integrate.
On the integration page, paste the API Key and Email obtained in Step 1.
Click Submit.
Once authorization is done, you’ll see the success toast and the Connected status indicator.
Synchronization Details
Initial Sync: Upon completing the integration, Scrut will start syncing user data from Copper. This process typically takes a few hours to complete. Check the Audit Log on the Copper integration page in Scrut to review the status.
Recurring Sync: After this, Scrut performs a sync every 24 hours to fetch incremental data, such as new users, role changes, and permission updates.
Manual Sync: You can also click the Sync Now button to trigger an immediate data refresh.
Data Fetched from Copper
Scrut fetches the following access-related data points from Copper:
User Name
User Email
User Role
Viewing Copper Data in Scrut
To view the data fetched from your Copper account, go to the People → Access → Overview tab. On this page, you can see the user details for your Copper account.
You can also create an Access Review (or edit an existing one) and include the Copper application in scope. Refer to this guide for step-by-step instructions on creating an access review.
Follow these steps to create a new access review for Copper:
Go to People → Access and click Create New.
Enter Review Details: Name, Description, Owner, and Review Days.
In step 2, search for and select Copper in the Applications in Scope.
Select Reviewer and Approver.
Review the details and click Save Review.
From the Access Review page, click Copper to view user details in Scrut.
If you face any difficulties connecting Copper with Scrut, please contact the Scrut support team at support@scrut.io.