How to Export Activities from Copper into a CSV file

Published 03 June 2019

Description

Pull activity data from Copper into a CSV file. Export calendar events, emails, meetings and phone calls, with the ability to filter just the activities you are looking to see.

1. Connect your Copper account

2. Select the export frequency, and where you want the data delivered to

3. Choose your columns and apply filters as needed

4. Download the CSV file

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