Importing Tags onto Existing Records
How to prepare a file for import
Import your Data
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
Reports Dashboards: Creating & Editing a Reports Dashboard
How to reformat dates in a Google sheet
Import data into Copper