We’re interested in shifting to Copper as our main CRM but to do that, we need to migrate our data from Pipedrive and Streak (example attached). Could you tell me if there’s a way to automate this fully or do we need to put a lot of manual work in setting up the tables, etc. Is there a way to create our custom fields upon import automatically?
Thanks for your help!
Best answer by Michelle from CopperView original