How to export my data from another service?

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:

Import Data into Copper

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


If you have more questions about using Copper, check out our helpful Resource Section!

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

Was this article helpful? 4 out of 16 found this helpful