Copernica

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Copernica is a marketing automation software that provides tools for creating and managing email campaigns, customer databases, and web forms. It allows businesses to automate their marketing processes, segment audiences, and analyze the performance of their campaigns for targeted and efficient marketing efforts.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Copernica's official documentation to see all available endpoints from the Copernica API.

Authorize Connection to Copernica

To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.

  1. On the Authorizers page, click on Authorize New Service and select your service.
  2. Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
  3. [Optional] Once your authorizer is created, click on it to change the label for easier identification.

Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.

For more information, see our article on authorizers.

How to Create a Copernica Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
    DATADDO TIP

    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
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      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources