You may want to move Copper data to an excel spreadsheet. We give you the option to export your people, companies, opportunities, projects, tasks and leads as a whole. Or you can filter your list of records before you export.
By default, admins can export all data from Copper. When a new user is added, a 'Data Export' box can be checked to give them this permission.
In this article, we'll look at both options:
Export a full list of records
Just follow the instructions below:
Sign into your Copper account, and click the 'Settings' icon from the left-hand menu.
Choose the 'Export Data' option from the 'Manage Your Data' section.
You'll see options in the page to export the following types of data:
People
Companies
Opportunities
Projects
Tasks
Leads
Click the blue 'Export [record type]' button below the record type you want to export.
You will receive an email with a link to your export. Use that link to download the .xslx file.
Copper allows admins to export filtered lists for leads, people, companies, opportunities, and projects. Admins may choose to let users do the same.
Do you want to export activities? We have a special tool limited to trial, professional and business users here.
Note: Our file size limit per data export is 100G.
Export a filtered list of records
Exporting lists requires a special permission that is enabled by your administrator. If you are unable to export, contact your admin to confirm your permissions.
In leads, people, companies, opportunities, or projects, navigate to the list view of the data.
Select the record(s) you wish to export by checking the box in the upper left of the list to select all the records in the view.
**Tip: You can use Custom Filters to help you slice and dice your data into more meaningful lists.Click on the Export List in the three-dot menu.
Confirm if you would like to export only the selected records, all the records, or all the records that match this filter.
Click Export
A confirmation message will display in the bottom right corner of the screen
You will receive an email with an Excel file of the exported data
Note: Our file size limit per data export is 100G.
Allow users to export
Admins can allow users to export data to a CSV file by following the instructions below:
Sign into your Copper account and select 'Settings' from the left-hand menu.
Under 'Account Settings' choose 'Company & Invite New Users'
What happens next depends on the reason you've come to this page:
If you're adding a new user: Click the blue 'Invite New Users' button, and ensure the 'Data Export' box is checked. Click the button to 'Save' and create your new user once you've filled out any additional fields you want.
If you're editing an existing user: Click the pencil icon to the right of the user's name, and ensure the 'Data Export' box is checked. If you do make a change to their profile, click 'Save.'
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.