What Scratch edits in Copper
- Names on people, companies, opportunities, leads, tasks, and projects
- The Details field — Copper's free-text notes — on every record
- Text custom fields
How it works
Scratch pulls your Copper records into local files, one file per record: people, companies, opportunities, leads, tasks, and projects. Your AI rewrites the prose — record names and the Details field. Created and modified dates, interaction counts, and last-contacted timestamps stay read-only, and pipelines and their stages come down as read-only reference. Custom fields round-trip by their definition, so a rename does not scramble them, and Copper's own computed fields pass through untouched. Validators flag length overruns and any "never touch" field you name, right on the diff. You approve every change in Scratch. Copper gets the edits back through its REST API.
Connect with your API key and account email. Best for tidying a CRM that has drifted — normalizing company names, filling empty Details, and standardizing how opportunities read.