Importing data: an introduction!

Importing data allows you to move loads of data into your Copper system. Watch the video below for a brief introduction!

Additional topics

• How to update on import (aka manage matching records)

Additional resources

Have a an importing question? Post it in our forum or attend one of our live sessions!

• Live general Q&A - weekly on Thursdays

Questions from other users - with answers!

https://community.copper.com/general-questions-7/can-we-import-tags-106https://community.copper.com/general-questions-7/i-imported-data-and-now-i-see-a-bunch-of-strange-characters-a-a-a-129https://community.copper.com/general-questions-7/tags-disappearing-after-overwrite-import-746https://community.copper.com/general-questions-7/can-i-block-a-user-from-importing-data-132https://community.copper.com/general-questions-7/i-imported-opportunities-but-they-re-all-called-imported-opportunity-row-x-108https://community.copper.com/general-questions-7/how-do-i-undo-an-import-109

https://community.copper.com/general-questions-7/how-can-i-import-multi-select-options-107https://community.copper.com/general-questions-7/do-i-need-to-invite-my-users-before-doing-a-data-import-167https://community.copper.com/general-questions-7/deleting-hundreds-of-imported-person-s-735