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Copper import templates and field mappings

What a Copper import actually fills, field by field, with the API name for each one. 11 fields across 14 ready-made mappings for 14 different exports. Operelio formats the file and Copper imports it.

The fields Operelio maps into Copper

Ordered by how many of the 14 templates fill each one, so what a typical import populates comes first. The API name is what Copper calls the field underneath its label.

FieldAPI nameTemplates
Emailemail14
Namename14
Company Namecompany_name13
Phone Numberphone_number13
Cityaddress_city11
Countryaddress_country11
Stateaddress_state11
Titletitle11
Postal Codeaddress_postal_code8
Streetaddress_street8
Detailsdetails5

Every template also lists the columns it deliberately does not map, and why, on its own page.

How the data gets into Copper

Operelio formats the file for Copper on every plan, including Free, and you import it with Copper’s own importer. Direct push currently covers HubSpot, Salesforce and Pipedrive.

  • Columns are renamed to the field names Copper expects, so its importer matches them instead of asking you to map each one by hand.
  • Values are cleaned on the way through: emails lowercased and trimmed, phone numbers put into international format, names title-cased. Each template lists the transform it applies to every field.
  • Rows that would fail are shown before you download, not after the import rejects them.

Questions

Which fields does Operelio map into Copper?

11 across the 14 Copper templates: Email, Name, Company Name, Phone Number, City, Country and the rest. Every mapping shows the API name Copper expects next to its label, and you can change any of them before the file is written.

Can Operelio send data straight into Copper?

Not yet. Operelio formats the file for Copper on every plan including Free, and you import it with Copper's own importer. Direct push currently covers HubSpot, Salesforce and Pipedrive.

How many exports have a ready-made Copper mapping?

14, covering the usual prospecting, forms, commerce and CRM-to-CRM sources. Each one is a full field-by-field mapping you can use as it comes or adjust, and a source with no template can be mapped by hand in the CRM Formatter.