The Copernica connector is onboarded through Connect's onboarding wizard. This step-by-step plan contains the following steps:
- Step 1 – Selecting the connector
- Step 2 – Preset
- Step 3 – Authentication
- Step 4 – Billing Information
- Step 5 – Summary for new databases
- Step 5 – Summary for existing databases
- Step 6 – Confirmation
- Step 7 – First import and activation
To onboard the Copernica connector, keep the following credentials at hand:
- API secret
- If connecting to an existing database, the name of the database in Copernica
Step 1 – Selecting the connector
When logging into Connect, click the New connector button on the dashboard. This will open the onboarding wizard.
Select the Copernica connector from the list of available connectors. If you want to move to a different tab in Connect at any time during the onboarding process, you can save the connector as a draft. When Copernica is selected, click Next.
Step 2 – Preset
For Copernica, you can select one preset: Marketing automation. If you want to know the details of this preset, read more about them. Select the preset, or choose Configure connector manually to manually set up the connector. Click Next.
Please note
When configuring the connector manually, it is recommended to familiarise yourself with the available options first. For detailed information, read our manual integration article.
Step 3 – Authentication
Enter the API credentials and select whether you want to create a new database, or an existing database. Click Next.
Please note
Connect heavily recommends you create a new database. This enables more data to be synced compared to an existing database. Importing data from an existing Copernica database into the new, standard-format Connect database is preferred.
If the API credentials are not valid, one of the following errors may occur:
| Message | Solution |
|---|---|
| We can't connect with the platform. Check if all inputs have been filled in correctly. | Recheck the API credentials. |
| An issue has occurred. | The Copernica API is not online. Please try again later. |
| We can't connect with the given URL. Check the URL and try again. | Contact Connect support. |
| An unknown issue has occurred. | Contact Connect support. |
Step 4 – Billing Information
To continue, fill out any remaining billing information. This step may automatically be skipped if all information has been filled out previously. Click Next.
Step 5 – Summary for new databases
A summary of the selected preset for the connector will be displayed. For Copernica, you have different summaries based on whether you selected an existing or new database in Step 3. When you have selected a new database, you will be able to configure the fields that will be created in the database. The blue underlined text is clickable and represents a preset configuration. Any options that still need to be completed will appear as questions or placeholders on this screen.
The preset options that you can adjust are:
- Connector name
- Optin strategy
- Copernica database name
- Product database name
- Product status filter to import into Copernica (default: active)
- Order status filter to import into Copernica (default: all statuses)
- Checkout status filter to import into Copernica (default: all statuses but pending)
- Behaviour for contact without email (default: skip)
- Behaviour for contact from marketplace (default: skip)
- Behaviour for two-way sync (default: on)
When you have checked the summary, click Next.
Please note
When you create a new database, make sure to go through all options and see whether they are configured to your preference. As soon as the onboarding is finished, the new database will be created.
Step 5 – Summary for existing databases
When you connect to an existing database, a new summary will be presented. This summary is aimed to make sure the data is imported into correct fields in an existing database.
The preset topics that you can and/or must adjust are:
- Connector name
- Optin strategy
- ID of existing database (required)
- Data fields for contact
- Behaviour for contact without email (default: skip)
- Behaviour for contact from marketplace (default: skip)
- Behaviour for two-way sync (default: on)
When you have checked the summary, click Next.
Please note
When you connect to an existing database, the syncs for products, orders and checkouts is disabled.
Step 6 – Confirmation
This is the final step before the connector is activated. Once Next is clicked, the connector will be created, if applicable the databases in Copernica will be created, and data import will begin. Click Next to activate the connector.
Step 7 – First import and activation
After activation, the import progress can be tracked through the progress bars. The connector will now export data to your Copernica account. By default, the connector will sync data looking back a predetermined amount of time:
- Contacts: 10 years
This means that virtually any contact that has ever been created (and not deleted) will be imported into Connect from Copernica. Other data will be imported into Copernica whenever it is created or updated in Connect.
Depending on the amount of data being imported, the first import can take up to an hour. This screen can be navigated away from and reopened later by clicking the Copernica connector icon on the dashboard home screen.
While exporting, the status icon below the connector icon may still display as inactive. Some time after the first export, the status will change to ‘operational’. An email confirmation will also be sent when the first export is complete. Once you have received this email, the connector is operational.
Your connector is now operational.