If you’re moving your business data to Copper CRM or simply updating your database, importing data correctly is crucial for an efficient CRM experience. Whether you’re importing companies, contacts, or opportunities, this guide will walk you through the process step-by-step.

Preparing Your Data for Import

Before importing data into Copper, it’s important to format your data properly to avoid errors and ensure a smooth import process.

Data Formatting Tips

1. Set up custom fields:

   • Create necessary custom fields in Copper before importing your data to ensure all information is correctly categorized.

2. File format:

   • Ensure your file is in CSV or Excel format. Copper supports files up to 3MB in size.

3. Column headers:

   • The first row of your file should contain clear and descriptive column headers.

4. Field compatibility:

   • Make sure your data matches Copper’s field types. For example, date fields should be in MM/DD/YYYY format.

Importing Data into Copper CRM

Step 1: Accessing the Import Tool

1. Log in to your Copper account.
2. Click the Menu icon in the top-left corner and select System Settings.
3. Under Data Management, click Import Data.

Step 2: Selecting Data Type

1. Choose the type of data you want to import: Companies, People, Leads, or Opportunities.
2. Click the blue Import [Data Type] button.

Step 3: Uploading Your File

1. Select your file by clicking Choose File or drag and drop your file into the import window.
2. If you don’t have a file ready, download Copper’s pre-formatted template, fill in your data, and upload it.

Step 4: Mapping Fields

1. Copper will display a preview of your data and prompt you to match each column to a corresponding Copper field.
2. If a field doesn’t exist, create a custom field by clicking Create New Field.
3. Ensure all required fields are mapped correctly.

Step 5: Handling Duplicates

Copper offers three options for handling duplicates:

• Add as new: Adds all entries as new records.
• Skip duplicates: Skips entries with duplicate data.
• Overwrite duplicates: Updates existing records with the new data.

Choose the appropriate option and click Continue Import.

Step 6: Completing the Import

1. Once the import begins, you can track its progress on the import page.
2. After completion, Copper will display a summary of the imported records.

Reverting an Import

If you notice errors after importing, Copper allows you to revert the process.

1. Go to System Settings > Import Data.
2. Find the import entry you want to revert and click Revert Import.

Note: Reverting an import will delete all records created during that import.

For more detailed guidance, check out Copper’s official import guide.

Using Third-Party Tools for Copper CRM Imports

For businesses seeking a faster and more streamlined import process, third-party tools like LinkCopper offer an alternative solution.

LinkCopper: Import Leads from LinkedIn

LinkCopper is a Chrome extension designed to simplify importing leads directly from LinkedIn into Copper CRM. With one click, users can fetch contact information and sync it directly into their Copper database.

Key benefits of using LinkCopper:

• Automated data capture: Instantly capture LinkedIn profile details and add them to Copper.
• Seamless integration: Ensure all leads are correctly categorized and synced in real time.
• Efficiency: Save hours of manual data entry, allowing your team to focus on building relationships and closing deals.
•  

Conclusion

Importing data into Copper CRM doesn’t have to be a daunting task. By preparing your data carefully, following Copper’s import process, and leveraging tools like LinkCopper, you can ensure a smooth and efficient transition of your business data.

Ready to supercharge your Copper CRM experience? Start importing your data today!

For further assistance, visit Copper’s community forum to connect with other users and experts.