How to Export Companies from Copper

Published 10 June 2019

Description

Export your companies from Copper into a CSV file, with the ability to filter and deliver the data to your preferred destination - such as Google Sheets, Dropbox or email.

1. Connect your Copper account

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

3. Choose the specific columns you wish to see and apply any filters as needed

4. Download the CSV file

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
One Data Backup Solution for all your business apps
Set up your own data backup process to ensure that your data is always there for that moment when you need it most. Learn more
Pull Data Reports from multiple business apps
Consolidate all your business data in one place and have swift analysis based on your business metrics. Learn more