Copaco Connector

The Copaco connector is designed to retrieve billing information from the Copaco Billing API. The connector reads both incoming (Copaco to Reseller) and outgoing (Reseller to Customer) invoices through the API, and joins them together to produce purchases per invoice line item with cost and selling price.

The connector searches for invoice sources dated within the last 31 days. An invoice becomes available only after Copaco has billed their Partner.

Product and Pricing maintenance is handled by CloudBilling consultants with existing API automations.

To get started with the Copaco connector, a request can be sent through our customer portal or an email. Below are the instructions to retrieve your API token and share it in a safe manner with us.

How to get the Copaco API Credential

CloudBilling needs Copaco partner privileges to call Copaco’s APIs. To ensure that CloudBilling will have correct access, an API key needs to be generated for data retrieval.

We strongly recommend creating a dedicated “Service Account” user in Copaco to provide consent to CloudBilling. This approach helps avoid any disruption to billing data flow through the connector if a user is disabled or leaves the organization in the future.

Steps to Create and Retrieve the API Key

1. Log in to Copaco’s partner portal using the Service Account’s credentials.
2. Navigate to API keys.
3. Click the + Create key button at the top right of the screen.
4. Fill in the required fields:
   • Name: Enter a descriptive name (e.g., CloudBilling).
   • Expiry date: Set this to 10 years in the future to avoid authentication interruptions.
   • Environment: Select PRODUCTION.
   • Permissions: Choose All.
5. Review the values carefully, then click Generate Key.
6. Copy the generated key shown in the window and save it securely.
   Note: The key is displayed only once and cannot be retrieved again after closing the window.

How to Share Your API Key Securely with CloudBilling

It is crucial to share the API key securely. To ensure this:

• Our CloudBilling consultants will provide you with a secure share link to our Document Management System (DMS).
• Use this link to upload your API key credential safely.
• Avoid sharing the API key over insecure channels (email, chat, etc.).