Data import into Copper CRM (formerly Prosperworks)

Published 22 May 2020

#Copper

Description

Use Import2 Wizard's 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

Automate your data import tasks

Use Auto-import to perform regular data uploads into your business apps. Learn more

Move data directly between your business apps

Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. 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