All Collections
Settings & Customization
Certified Professional Service Partners
Organize your Fields with Collapsible Sections
Manage Field Settings
Homepage Dashboards: Customize
Create and edit Activity Types
Create and edit Read-Only Fields
Make a field into a Required Field
Create, edit and manage Custom Fields
Creating Multi-Select Custom Fields
Create and edit Contact Types
Create and edit the Sources Field
Understand and customize Loss Reasons Field
System Requirements
Google Sync settings
Company Preferences and My Preferences settings
Send and Reply from Copper setting
Edit your Notifications
Setting up Connect Fields (Lookup Fields)
Team Visibility & Permissions
Reorder and/or hide the Related section
Rename Record Types
Multi-Currency Setting
Generating an API Key
Importing Tags onto Existing Records
Import data into Copper
How to prepare a file for import
How to import data from Excel or CSV
Importing from Google Contacts
Update Records on Import
Export your data from another CRM or Service
Export data from Copper
How to export my data from another service?
How to convert a Google Sheet to Excel for import
Import Activities via Google Sheets
Importing Tasks
Common Issues with Importing Data