Export your data from another CRM or Service

If you're migrating to Copper from another CRM or contact management solution, we can help you move your existing data into our system. Your first step in this three-step process is to export your data from that third-party system. 

In this article, we'll tackle the following:

Export your files from the previous platform or service

Format the file before sending it into Copper

Import the file into Copper

Export your files from the previous platform or service

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. Don't see your program in this list? Send us an email and we'll help you find out how to export your contacts from your current solution.

Salesforce

Outlook

Hubspot

Capsule CRM

Insightly

LinkedIn

Nimble

NutShell CRM

Sugar CRM

Zoho CRM

Base CRM

Pipedrive CRM

Constant Contact

 

Format your file(s) from the previous platform or service

  1. 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.
  2. Split your data into our Categories: Companies, People, Opportunities and Leads.
  3. Need help formatting your file? Click here for some helpful editing commands.

Import the file

Now that your files are edited. Please follow the instructions in our 'Importing an Excel or CSV File' article.

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 System Settings --> Import Data --> click a category to import--> and go to the link shown below

 

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