NetSuite and Copper Connector
Streamline Your CRM and ERP Integration with Real-Time Syncing
Seamless, accurate, and real-time—ATSOURCE’s NetSuite and Copper Connector helps you unify your sales and finance operations. Built natively for NetSuite, this powerful integration synchronizes Leads, Contacts, Customers, CRM Activities, and Opportunities between Copper CRM and NetSuite ERP—automatically and in real time.
Ensure consistency across platforms with real-time data syncing—eliminating duplicate entries, reducing errors, and keeping your teams aligned with the most current information.

Built for Teams That Run on CRM and ERP Alignment
The NetSuite and Copper Connector is purpose-built for growing companies that rely on both Copper CRM and NetSuite ERP to manage customer relationships and business operations. It’s ideal for:
Teams
- Sales Teams that need a real-time view of customer status, opportunities, and follow-ups.
- Sales Teams that need to attach contracts, agreements, and client files to opportunities or customer records.
- Operations and Support Teams that require a complete customer history to deliver consistent service.
- Leadership Teams looking for a unified data source across departments to drive better business decisions.
Whether you're scaling fast or optimizing your current systems, this connector helps eliminate friction and unlock new efficiencies.

Native NetSuite Integration
Built entirely within the NetSuite environment, the connector operates without third-party middleware—ensuring system stability, high performance, and secure data handling that aligns with NetSuite best practices.
Real-Time Two-Way Data Sync
Keep your data accurate and consistent across systems. The connector syncs key records in both directions.
Including the following
● Leads
● Contacts
● Customers
● Opportunities
● CRM Activities
Updates made in Copper automatically reflect in NetSuite, and vice versa—ensuring that every team works with the most current information at all times.
Configurable Field Mapping
Easily tailor the connector to match your organization’s specific workflows. Whether you're using standard or custom fields in Copper and NetSuite, field mapping gives you full control over how data is synced and displayed.
Role-Based Access and Data Integrity
Leverage NetSuite’s robust permissions structure to ensure data security. Maintain appropriate access levels while ensuring teams view only the information relevant to their role—without compromising visibility or compliance.
A user in Copper adds or updates a Lead, Customer, Opportunity, or Activity.
The connector detects the change in real time.
Data is automatically pushed to the mapped NetSuite records.
Updates in NetSuite are also reflected back in Copper, maintaining data consistency across platforms.
Teams across departments work with the same, real-time information—eliminating delays and miscommunication.
Why Choose the NetSuite and Copper Connector
Designed specifically for growing businesses using both Copper CRM and NetSuite ERP, this native connector ensures clean, consistent, and current data across platforms. Here’s how the integration delivers measurable impact:
Key Benefits
Eliminate Duplicate Entry
Manual data entry across multiple systems is time-consuming and prone to error. With automatic syncing between Copper CRM and NetSuite ERP, you no longer need to input the same data twice. Leads, contacts, and customer updates entered in one platform are reflected instantly in the other—saving time, reducing administrative burden, and minimizing costly data inconsistencies.
Improve Data Accuracy
Data errors often originate from outdated or inconsistent records between disconnected systems. The connector ensures real-time updates for all critical records, helping maintain clean, reliable data across both platforms. This leads to more accurate reporting, better customer experiences, and fewer operational issues caused by conflicting information.
Align Sales and Finance Teams
When your CRM and ERP are connected, your sales and finance teams operate from a single source of truth. Sales activity in Copper—such as closed opportunities or updated contact details—flows directly into NetSuite, allowing Finance to take immediate action on invoicing, billing, and revenue tracking. This alignment enhances collaboration, reduces communication gaps, and accelerates business workflows.
Accelerate the Quote-to-Cash Cycle
The moment a deal is marked as won in Copper, all relevant customer and opportunity data is immediately available in NetSuite—allowing Finance and Operations to generate quotes, invoices, or fulfillment requests without delay. This streamlined handoff from Sales to Finance significantly shortens the quote-to-cash cycle, helping you recognize revenue faster and improve cash flow.
Maximize ROI of Copper and NetSuite
You’ve invested in best-in-class platforms—this connector ensures you get the most out of both. By synchronizing your CRM and ERP systems, you enable faster decision-making, more efficient workflows, and better visibility across the customer lifecycle. The result: greater team productivity, improved system utilization, and higher returns on your technology investments.
Implementation Process: Quick to Deploy, Easy to Customize
We’ve designed the NetSuite and Copper Connector to be fast to implement and fully adaptable to your business workflows. Each integration begins with a collaborative discovery session to understand your CRM and ERP data flows—including record types, custom fields, and sync directionality:
Once requirements are defined, our team handles the configuration and deployment directly within your NetSuite environment using custom SuiteScripts—no third-party middleware required. All development is completed in a sandbox environment for stability and safety, with full validation before go-live.
Our implementation approach is structured but flexible—ensuring the connector supports your current processes while scaling with your future needs. Most deployments are completed in just a few weeks, with minimal disruption to your operations.
More Than a Connector —
A Full-Service NetSuite Development Partner
The NetSuite and Copper Connector is just one part of how ATSOURCE helps businesses streamline operations and scale smarter. Whether you're integrating platforms, automating workflows, or customizing ERP logic, we provide end-to-end NetSuite support tailored to your needs.
Our services include:
- Custom development and scripting
- Workflow and automation design
- Integration of external platforms (REST, SOAP, SFTP, APIs)
- NetSuite administration and support services
From initial deployment to long-term ERP strategy, ATSOURCE is your partner in building efficient, integrated systems that grow with your business.
Connect Copper and NetSuite with a Native, Real-Time Integration
The NetSuite and Copper Connector is part of our suite of NetSuite-native solutions—designed to simplify operations, reduce manual work, and ensure data accuracy across your CRM and ERP platforms. Whether you're looking to deploy quickly or configure the integration to match specific business rules, our team is ready to support your goals with a scalable and reliable solution.

Let’s explore how this connector can help unify your teams and optimize your NetSuite environment.