Copper

Keeping your Copper clean helps your team stay focused, improves reporting accuracy, and ensures smoother operations. Below are a few simple ways to identify and remove outdated or unnecessary data—using filters, bulk delete and exports.

✅ Before You Start: Always Export First

Before performing a bulk delete, we strongly recommend exporting a copy of the records. Once deleted, records cannot be restored, so having a CSV backup ensures you can reference or re-import the data later if needed.

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🕐 Remove Contacts Not Contacted in Over a Year

Use filters to find contacts whose "Last Contacted" date is more than 1 year ago.

Why it matters: These records are likely stale and may be safe to remove. ​Steps:

Apply a filter for “Last Contacted Date” → “is before” → [12 months ago].

Select all records → Bulk Delete.

1. Head to the People list view.
2. Apply a filter for “Last Contacted Date” → “is before” → [12 months ago].
3. Export the list.
4. Select all records → Bulk Delete.

💡 Tip: You might want to revisit or prospect this list later—keep that backup handy!

📫 Remove Contacts Without an Email Address

Filter your contacts to find records missing email addresses.

Why it matters: Copper only allows one person per email address. Removing records with no email reduces clutter and avoids potential duplicates.

In the People list view, filter by Email → “is empty”.

1. In the People list view, filter by Email → “is empty”.
2. Export the list.
3. Select all → Bulk Delete.

You can also tidy up stale opportunities using filters:

Days in Stage &gt; 90 — great for identifying deals that have stalled.

Created Date &gt; 1 year ago — filter to find old opportunities that are still open and unlikely to close.

- Days in Stage &gt; 90 — great for identifying deals that have stalled.
- Created Date &gt; 1 year ago — filter to find old opportunities that are still open and unlikely to close.

🚨 Bonus: Export, Clean in Sheets, and Re-Import

If you’re planning a more thorough cleanup:

Export your contacts via Settings &gt; Export Data.

Remove duplicates, standardize naming conventions, and assign missing owners.

- Go to Settings &gt; Import Data
- Use "Update existing records" to match by Record ID or email.

1. Export your contacts via Settings &gt; Export Data.
2. Open the file in Google Sheets or Excel.
3. Remove duplicates, standardize naming conventions, and assign missing owners.
4. Re-import the cleaned file:
 - Go to Settings &gt; Import Data
 - Use "Update existing records" to match by Record ID or email.

Tip 1: Assign every contact to an owner using the “Owned By” field to ensure accountability.

Tip 2: Always download a CSV backup before deleting anything.

Tip 3: Set up a regular team review of your pipeline to ensure opportunities reflect your current sales reality.

- Tip 1: Assign every contact to an owner using the “Owned By” field to ensure accountability.
- Tip 2: Always download a CSV backup before deleting anything.
- Tip 3: Set up a regular team review of your pipeline to ensure opportunities reflect your current sales reality.

Need help running filters or exporting your data? <a href="https://support.copper.com/en/articles/9859200-contact-a-live-support-agent">Contact our support team →</a>