Overview Copernica connector

The Copernica connector is aimed at exporting all necessary data in order to have an up-to-date contact and order overview in Copernica to utilise. Any changes in Copernica's contacts will be imported back to Connect and propagated to other connectors.

On this page you have the following options:

Spotler Connect

Spotler Connect allows you to synchronise and transform data such as contacts, orders, or activities between external systems, even if no direct integration is available between them. Connect gathers your data, saves it in your account environment, and changes the format before exporting it to other systems if necessary. By doing this continuously for all connectors in your account, the software can maintain a complete overview of your data in different systems and keep it in sync.

In Connect, you can add account-wide or integration-specific rules to modify data based on conditions, block import or export, or add actions when a condition is met. These rules allow you to customise data being handled in a way that works for external systems—for example, when you want to synchronise mailing opt-ins, activities, or orders.

Available data

Data type Import to Connect Export to Copernica Timeframe
Orders No Yes Real-time
Products No Yes Real-time
Stocks No Yes* Real-time
Checkouts No Yes Real-time
Shipments No No -
Contacts Yes Yes Real-time
Contact lists No No -
Organisations No No -
Activities No No -

* only when the separate product database is set up.

Orders

Orders are propagated to Copernica in real time as soon as they are imported into Connect. They are created in a profile collection. More details about how orders are saved in Copernica can be found in our default database configuration.

Products

Products are not imported as a separate entity, but rather as data in the OrderItems and CheckoutItems collection. This means that data is captured as it was at the moment of sale or checkout. If you require a product database with extensive, up-to-date product information and stock levels reflecting the data in your sales channel, it's necessary to set up a separate product database in Copernica. This will allow Connect to push all relevant data to Copernica, and enable you to pull this up-to-date data into your Copernica campaigns.

Contacts

When Connect receives a new or updated customer profile, the profile is immediately updated or created in Copernica. Customers are created as a main profile, and changes to the customer profile – including changes to the opt-in status – are imported into Spotler Connect via the link to this main profile. This ensures that opt-in statuses for all integrated customer profiles remain up to date.

Opt-in status in Magento

If you want to use customer sync for Magento/Copernica, you can choose to propagate exclusively positive opt-ins to Copernica instead of updating all opt-in statuses. This option is useful if you use third-party opt-in software that is not integrated with Spotler Connect. Contact support if you want to configure this for your account.

Checkouts

Checkouts in Spotler Connect are automatically propagated to Copernica and are created in a profile collection. More details about how checkouts are saved in Copernica can be found in our default database configuration.

Connecting to an existing database

By default, the Copernica connector creates a new database in your Copernica account. This database is optimised to receive all data Connect has to offer. However, there's also the possibility to integrate with an existing database.

Getting started with Onboarding

Keep the following items ready when onboarding this connector:

  • API key
  • If connecting to an existing database, the name of the database

Follow the Copernica onboarding guide for detailed instructions on onboarding.