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CRM ⇄ Human resources

Copper CRM to Ukg Pro integration — real-time, two-way sync

Keep Copper CRM and Ukg Pro in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Copper CRM and Ukg Pro

Keep the people who own accounts in Copper CRM in step with the workforce records in Ukg Pro, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Copper CRM runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Ukg Pro. Ukg Pro is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Pipelines, Custom Field Definitions, People, Companies in Copper CRM with Terminations, Configuration Setup (Code Tables), Time & Attendance (UTA), Employee (Person Details) in Ukg Pro field by field, in real time, and in both directions. You decide which system owns which fields, so Ukg Pro stays authoritative on roles and org structure while Copper CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Mirror Copper data into Postgres so internal tools can query CRM state without extra API calls.
  • 02 Sync Copper people and opportunities into a warehouse for pipeline reporting beyond Copper's native dashboards.
  • 03 Keep Configuration code tables (jobs, locations, departments, cost centers) aligned between UKG Pro and an ERP so org and cost-center hierarchies match.
  • 04 Two-way sync of Employee and Job Details (position, department, supervisor, location, cost center) into Postgres so provisioning, internal apps, and analytics read current worker and org data in SQL while HR edits in UKG Pro.

Common sync patterns

Deactivate access when someone leaves

When Ukg Pro marks a worker as departed, the matching user in Copper CRM is flagged or deactivated, so former employees do not keep CRM access after their last day.

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

Where Ukg Pro tracks people the business also engages: contacts stay in sync

A person recorded in Ukg Pro, such as a candidate or applicant, can create or update the matching contact in Copper CRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Copper CRM and Ukg Pro

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Copper CRM objects Ukg Pro objects How this pairing syncs
Leads Unqualified prospects kept separate from People until converted. Compensation Details Effective-dated pay rate and salary; usually read into a warehouse for comp reporting and writable as new dated changes through the compensation endpoints. Leads is specific to Copper CRM and Compensation Details to Ukg Pro — each maps to any object or custom field on the other side.
Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. Payroll (Pay Statements, Direct Deposit, Earnings) Pay statements, direct-deposit accounts, and earnings history; read-only pay data replicated into finance and warehouse systems for labor-cost reporting. Opportunities is specific to Copper CRM and Payroll (Pay Statements, Direct Deposit, Earnings) to Ukg Pro — each maps to any object or custom field on the other side.
Activities Logged emails, calls, meetings, and notes attached to records. Terminations Termination transactions posted with a terminationDate and a reason code that must match the tenant's configured reason table; drives account deprovisioning. Activities is specific to Copper CRM and Terminations to Ukg Pro — each maps to any object or custom field on the other side.
Tasks To-dos with due dates and assignees, usable in workload syncs. Configuration Setup (Code Tables) Reference data such as jobs, locations, positions, earnings, and deduction codes; used to resolve and validate field values when mapping records during sync. Tasks is specific to Copper CRM and Configuration Setup (Code Tables) to Ukg Pro — each maps to any object or custom field on the other side.
Projects Post-sale work records Copper offers alongside classic CRM objects. Time & Attendance (UTA) Timekeeping and worked-hours data exposed by the UTA services; synced into scheduling, payroll, or workforce-analytics databases. Projects is specific to Copper CRM and Time & Attendance (UTA) to Ukg Pro — each maps to any object or custom field on the other side.
Pipelines Stage definitions that give opportunity records their stage context. Employee (Person Details) Core worker record with demographics and identifiers; read by listing employee IDs then fetching each profile, and created on hire via the personnel/onboarding endpoints. Pipelines is specific to Copper CRM and Employee (Person Details) to Ukg Pro — each maps to any object or custom field on the other side.

How changes propagate between Copper CRM and Ukg Pro

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Copper CRM Ukg Pro Sub-second propagation

DetectionCopper CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record create/update/delete events.

DeliveryEach detected change is written to Ukg Pro through its API, with automatic retries and rate-limit backoff.

Ukg Pro Copper CRM Sub-second propagation

DetectionUkg Pro notifies Stacksync of record changes through webhook events. No CDC stream.

DeliveryEach detected change is written to Copper CRM through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Copper CRM: Subject to the platform's API rate limits.
  • Ukg Pro: An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
What ships with Copper CRM ⇄ Ukg Pro

Connect Copper CRM and Ukg Pro for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Ukg Pro connection.

Real-time

Two-way sync

Changes in Copper CRM or Ukg Pro instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Copper CRM or Ukg Pro data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Copper CRM or Ukg Pro record.

Observability

Monitoring

Track your Copper CRM ⇄ Ukg Pro sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Copper CRM and Ukg Pro.

How the Copper CRM and Ukg Pro connectors work

Copper CRM

Integration surface
REST API
Authentication
API key paired with the requesting user's email address, sent as request headers
Change detection
Webhook subscriptions for record create/update/delete events; polling as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

Ukg Pro

Integration surface
REST API (UKG Pro HCM REST services) with separate Onboarding and Recruiting REST APIs, plus legacy SOAP-based UKG Pro Web Services
Authentication
Core HCM REST APIs use HTTP Basic authentication with a dedicated web service account, plus a Customer API Key and a User API Key sent as headers (found under System Configuration > Security > Service Account Administration); the Onboarding and Recruiting REST APIs instead require a bearer Authorization Token from the token endpoint.
Change detection
No CDC stream. UKG Pro publishes Pro HCM Webhook Events for changes such as new hire, employee and job detail changes, termination, and PTO, which Stacksync subscribes to for near-real-time triggers; bulk and historical loads use paged reads with each service's modified-since filters.
Capabilities
read · write · webhooks
Rate limits
An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
Ukg Pro setup guide
How it works

How to connect Copper CRM to Ukg Pro — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Copper CRM and Ukg Pro with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Copper CRM connected
    Ukg Pro connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Copper CRM and Ukg Pro objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Copper CRM ⇄ Ukg Pro
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Copper CRM Ukg Pro
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Copper CRM and Ukg Pro integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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ISO 27001
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CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 526 integrations available for Copper CRM and Ukg Pro.

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