All self-serve CRM integrations begin the same way: A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.

Find the Copper card and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect.

A window will open asking for your Copper account email address and a Copper API Key.

To get an API Key, open Copper then go to "Settings," drop down the "Integrations" menu, and click "API Keys." You must have Administrator privileges in Copper to access API Keys.

Click the button to "Generate API Key."

Copy the email address used to generate the API Key and the API Key.

Paste the email address and API Key into their respective fields in the Integrations window. Click "Save."

Click "Configure" to control which users in your KnowledgeNet.ai organization have the ability to export into Copper.

The default setting allows everyone to export. To impose limits, use the drop-down arrow and select "Specify which users can use this integration."

Use the "Add/Invite User button to choose which members of your organization can have export privileges. Remember to click "Save" to save your changes.

To stop your integration, click the "Disconnect" button.