Done-For-You Copper + Square Customer Sync
Switch your square experience in copper to autopilot
Now that you’re using the Square integration to get paid faster, take the next step and free up more time with customized syncing.
So, when a Copper Person is created or updated, this is automatically reflected in Square, in real-time.
That means you always have access to the most up-to-date customer information, on any device.
Syncing also eliminates the possibility of duplicates and needing to import/export data manually.
Our years of experience with Copper and Square means you receive expert consultancy, reliable integrations and ongoing support – without any of the hassle or you needing to lift a finger.
Sync Customers
Sync customers from Copper to Square based on your custom criteria with the LITE plan
Segment Customers
Sync customers + custom fields from Square to Copper with the PRO plan
Workflow Automation
Sync customers + custom fields + workflow automation to save even more time, boost team productivity and increase revenue with the PRO+ plan (coming soon)
LITE Plan
Your Customers In-Sync 24/7/365
The LITE plan lets you automatically sync your Copper People and Square Customers, based on your custom criteria.
-
No more import/export or manual data entry of your customers
Do you have to remember to update your new data in Square? We automatically move your data, and any updates you make, in real time, across Copper and Square. -
Sync any changes, including deletions
Don’t worry about updates or deletions, we sync those too! This saves you from having to manually go through Square to find a customer to update their details -
Keep track of your contacts
All your customer information is centralized and managed automatically, no matter who created the customer. -
Customized for you
You might need your entire database in sync or only a segment of customers, you'll control when your customer data moves from Copper to Square. Unlike other integration platforms such as Zapier, you don't need to get lost in "if, this then, that" filters! We do all the legwork for you, without you needing to lift a finger.
lite
$49
/month
Plus $249 one-time set up
We do everything for you!
Discovery Workshop
Sync Copper People to Square
Default field mapping (full name, email address, company, telephone & address)
Online ticket support
Prices are in USD and don’t include taxes and fees where applicable. Plans are billed annually, on a per instance basis (not per user).
The following are just examples of what you can do – we’re limited only by your imagination!
Workflow
Sync contacts when a specific web form has been completed
Workflow
Sync contacts when a specific Copper field is updated
Workflow
Sync contacts only when a specific contact type is selected in Copper
PRO Plan
Effortlessly Segment Your Customers By Purchase Activity
We’ll help you highlight key metrics from Square to provide deeper financial transparency of your relationships in Copper.
This plan will bring a new dimension of segmenting customers in Copper based on revenue, quantity of sales or other valuable key metrics from your Square account. Segmenting your customers in Copper based on purchase data, means your team can remove the guess work and be laser-guided with growing their accounts. The PRO plan is customized to suit your needs and works best for teams.
pro
$99
/month
Plus $499 one-time set up
Everything in LITE
Sync Square & Copper
Highlight key purchase information per customer in Copper such as gross sales, top item by sale, etc.
Prices are in USD and don’t include taxes and fees where applicable. Plans are billed annually, on a per instance basis (not per user).
The following are just examples of what you can do – we’re limited only by your imagination!
Workflow
Show total revenue provided by customer in Copper
Workflow
Show number of products or services purchased by customer in Copper
Workflow
Show top product or service purchased by customer in Copper
PRO+ Plan
Automate The Mundane (Coming Soon)
Looking for more than just a sync service?
If you thought automated B2B commerce is only in the reach of blue-chips, think again! Syncing paves the way for automation, allowing your business to streamline invoicing workflows and remove manual and repetitive admin tasks from your team, without leaving your CRM.
PRO+
(coming soon)
Starting from
$199
/month
Plus one-time set up
Everything in PRO
Custom workflow automation
Sync to multiple Copper Modules (People and Opportunities)
Premium support + quarterly check-in
*Monthly price plan and set-up fee to be confirmed following a free discovery call.
Prices are in USD and don’t include taxes and fees where applicable. Plans are billed annually, on a per instance basis (not per user).
The following are just examples of what you can do – we’re limited only by your imagination!
Workflow
When an invoice is marked as paid, update Copper opportunity as won and create a duplicate card on the on-boarding pipeline
Workflow
When a salesperson updates a Copper field, trigger an update in Square automatically
Workflow
When a field in Square is updated, create a task in Copper automatically for a salesperson
How it works
From getting started to going live, you’ll have the peace of mind that everything is being taken care of for you.
It all starts with a free discovery call. Unlike self-service integration platforms out there, you’ll work directly with certified Copper and Square consultants, who ensure your sync delivers value from day one of going live. The blue boxes below is us. You hardly need to lift a finger!
Book a free 1:1 discovery call today. You pick the time
happy clients enjoying hassle-free syncing
Each of these clients were provided a sync that matched their exact needs and built to accommodate growth.
