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How to export my data from another service?

How to export my data from another service?

Success at Copper avatar
Written by Success at Copper
Updated over a week ago

Copper makes it easy to export your data from another service. Here are steps to follow.

1. Export your files

Most programs let you export your contacts as a CSV file. For instructions on how to export your data from a specific solution, click one of the links below. You'll be taken to a support article on how to export your Contacts as a CSV file from the system.

2. Format the file

  • Once you have exported your data from another service, open up the files and delete columns you will not need anymore like, IDs and timestamps.

  • Split your data into our Categories: Companies, People, Opportunities and Leads.

3. Import the file

Now that your files are edited. Please follow the instructions in this link to import:

4. Did the import not work?

If your import did not work, it might be easier to cut and paste into our templates.

To get the templates, go to Settings --> Import Data --> click a category to import--> and go to the link shown below


For further help or comments, head over to our Community Section!

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