Operelio
HubSpotCopper

How to migrate HubSpot to Copper

13 of the 14 columns in a HubSpot export, mapped into 11 Copper fields under Copper's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your HubSpot export first

Built on HubSpot’s export columnsChecked against Copper’s import rulesUpdated October 3, 2026

One HubSpot row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedDavid Garcia
  • Email to Emaillowercaseddavid.garcia@ironwood.example.com
  • Phone Number to Phone Number+44 20 7946 0098
  • Company Name to Company NameIronwood Timber
  • Job Title to TitleHead of Product
  • Street Address to Street5 Canal Walk
  • City to CityBirmingham
  • State/Region to StateWest Midlands
  • Postal Code to Postal CodeB1 2HP
  • Country/Region to CountryUnited Kingdom
  • Lifecycle Stage, Lead Status to Details2joined, with labelsHubSpot lifecycle stage: Customer | HubSpot lead status: Connected
Not imported: Website URL. The template leaves it out; map any to a custom field in Operelio.

Where HubSpot and Copper don’t line up

1

First Name and Last Name become one Name

HubSpot keeps First Name and Last Name apart, and Copper has one Name field.

The template joins them, leaving out any that are empty.

HubSpotFirst Name David
Last Name Garcia
CopperDavid Garcia
2

Two columns kept in Details

This template gives Lifecycle Stage and Lead Status no Copper field of their own.

The template writes them into Details, each with its label, and leaves empty ones out.

HubSpotLifecycle Stage Customer
Lead Status Connected
CopperHubSpot lifecycle stage: Customer | HubSpot lead status: Connected

Check your HubSpot export before you import it

Looks for the 13 columns this template reads, and what Copper would skip.

Drop your HubSpot CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

HubSpot to Copper in three steps

Step 1Export from HubSpot
  1. Go to CRM, then Contacts, and open the view you want to export.
  2. Click Export in the upper right.
  3. Choose CSV, XLSX or XLS and enter an export name.
  4. Choose the language for the column headers and click Export.
  5. Download the file from the link HubSpot emails you.

You need Export permissions, and files over 2 MB arrive as a ZIP.

HubSpot: Export records
Step 2Paste into the template
  1. Paste the export at A1 of Paste HubSpot export here.
  2. Start here checks all 13 columns were found.
  3. Save Copper People import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 11 headers as a CSV

Step 3Import into Copper
  1. Go to your profile, then Workspace Settings, then Manage Your Data, then Import Data.
  2. Choose People as the record type.
  3. Choose Excel as the file type and select your file.
  4. Fix anything flagged in red using the field menu above each column.
  5. Click Continue Import.
Copper's importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where do Lifecycle Stage and Lead Status go?

Into Details on each person, labeled like "HubSpot lifecycle stage: Customer | HubSpot lead status: Connected".

What's a 'Person' in Copper?

Copper calls contacts People. The data model has People (individuals), Companies, Leads and Opportunities. This template creates People records.

Duplicates and undoing an import: Copper import questions.

How this page was checked

The row above is made up. Help pages read September 28, 2026:

Try this template free

Upload your HubSpot export and download a file Copper can import. No credit card needed.

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