How to Update Leads in Copper from a CSV file

Published 02 July 2019

Description

Use CSV import to update lead data in Copper, without the need for ID's or complicated steps.

1. Connect your Copper account

2. Upload your CSV containing lead data you wish to update

3. Complete the field mappings

4. Start the import and view the updated data within Copper

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more