Data import into Copper CRM (formerly Prosperworks)

Published 22 May 2020

Description

Use Import2 simple, guided process to import any data into Copper CRM. Companies, people, leads, opportunities, tasks, activities - all your data can be imported either via CSV file upload or directly from another app.

1. Connect your Copper CRM account

2. Select whether you are importing via CSV or directly between apps

3. Select the type of data you are importing, and map the fields you wish to include

4. Start the import and see the results in Copper

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