Please import Companies first, followed by People, and then Opportunities.
- We only support importing with an Excel or CSV file. We do not support special characters.
- If you have team and visibility permissions on, please only have administrators import files. Non admins should not import records as they can create duplicates.
- ProTip: Do a test import with 5 records first
- If you are exporting from another service, please follow these steps instead.
Step by Step Instructions:
1 - Click on the Menu icon located at the top left corner.
2 - Select System Settings
3 - Navigate to Import Data under Data Management.
First name, middle name, last name, prefix, suffix, company, owner, title, work email, personal email, other email, value, source, status, street, city, state, postal code, country, description, work website, personal website, other website, work phone, mobile phone, home phone, other phone, tag, linkedin, twitter, google+, facebook, youtube, quora, foursquare, gravity, other

Our native/hardcoded fields for Companies:
Name, owner, email domain, street, city, state, postal code, country, description, contact type, work website, personal website, other website, work phone, mobile phone, home phone, other phone, tag, linkedin, twitter, google+, facebook, youtube, quora, foursquare, gravity, other

First name, middle name, last name, prefix, suffix, company, owner, title, work email, personal email, other email, contact type, street, city, state, postal code, country, description, work website, personal website, other website, work phone, mobile phone, home phone, other phone, tag, linkedin, twitter, google+, facebook, youtube, quora, foursquare, gravity, other

Name, pipeline, company, close date, status, primary contact, owner, stage, source, value, priority, win percentage, description, tag
Field |
Type |
Filterable? |
Character limit |
Searchable? |
Notes |
Name |
Text Field/String |
No |
255 |
Yes |
|
First Name |
Text Field/String |
No |
250 |
Yes |
|
Middle Name |
Text Field/String |
No |
250 |
Yes |
|
Last Name |
Text Field/String |
No |
250 |
Yes |
|
All address fields |
Text Field/String |
Yes |
255 |
Yes |
|
Company name |
Text Field/String |
Yes |
255 |
Yes |
|
Details/description |
Text Field/String |
Yes |
1,000 |
Yes |
|
Email addresses |
Text Field/String |
No |
255 |
Yes |
|
Phone numbers |
Text Field/String |
No |
30 |
Yes |
You can import in a comma |
Social urls |
Text Field/String |
No |
255 |
No |
|
Tags |
Text Field/String |
Yes |
50 |
Yes |
Do not import these characters: / and % |
Title |
Text Field/String |
No |
255 |
Yes |
|
Website url |
Text Field/String |
No |
255 |
No |
|
Email domain |
Text Field/String |
No |
255 |
Yes |
|
Status |
Text Field/String |
Yes |
255 |
No |
|
Source |
Text Field/String |
Yes |
255 |
No |
|
Task name |
Text Field/String |
Yes |
255 |
Yes |
|
Do you have custom fields?
Below are our limits for custom fields. Our biggest problem is when people create custom fields for the ones we already have above. Please do not create any fields that are above.
More details here on how to use custom fields.
Type | Filterable? | Character limit | Searchable? | How to identify in spreadsheet during import of data |
Text Field | No | 250 | Yes | |
Text Area | No | 10,000 | Yes | |
Dropdown * | Yes | 255 for each field | Yes | |
Date | Yes | No |
Dates can be entered in the following formats: |
|
Checkbox | Yes | No | This is a boolean value. Put in one column and select true or false, OR you can put 1 for true, or 0 for false | |
Number Field | Yes | 20 | No | |
URL | No | 255 | No | |
Percentage | Yes | 10 | No | |
Currency | Yes | 20 | No | |
Multi-Select Dropdown * | Yes | No | Put in one column and separate with semicolons | |
Tags | Yes | Yes | Put tags individually in separate columns that are all titled "Tag" and they will be created on import | |
Description | No | 1,000 | Yes |
How to format a multi select dropdown in a spreadsheet for import:
How to format multiple tags in a spreadsheet:
Want to distinguish between types of emails? You can only do this for People imports. Leads will only take one email address. Put your extra lead emails in custom fields, or the details section and make sure to put them in the hardcoded email areas once you convert them to a person.
Need a list of what countries we import? Please check this guide here


6 - If you do not have a file to import, or prefer to copy/paste data into our templates, click on the pre-formatted CSV/Excel template to download our data import template. Otherwise, skip to step 9.

7 - Open the template you just downloaded, copy and paste your data into the file and save.
8 - Go back to the Import page.

10 - Copper will then match the template column headers to fields within Copper. If you did not use the template, or have columns that do not match a field in Copper, you will be given the opportunity to match them. Located the unmatched fields and assign an existing field, ignore the column, or create a new custom field.

12 - Copper will also let you know of any errors in individual cells so you can fix them on-the-fly by clicking Fix.
13 - Fix any cell errors by updating the values or selecting from the dropdown list of options and select Save

14 - Select Continue Import.
15 - Under the import summary, you can rename the import. Click Submit Import to start the import.

16 - You will be taken back to the Import data page where you can see the status of your import (ie. you will see the label “initializing” and once the import starts a progress bar.) When your import is complete you will have the option to see the Summary of the records created.
Made a mistake? Go back to System Settings --> Import Data and click Revert Import, which will delete the import records from Copper. Wait up to 10 minutes before re-importing data.