Operelio
MailchimpCopper

How to import Mailchimp into Copper

10 of the 13 columns in a Mailchimp export, mapped into 9 Copper fields under Copper's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Mailchimp export first

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

One Mailchimp row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedKaren Wilson
  • Email Address to Emaillowercasedkaren.wilson@example.com
  • Phone Number to Phone Number+44 7700 900991
  • Address to Street14 Dean Street
  • City to CityManchester
  • State to StateGreater Manchester
  • Zip to Postal CodeM1 1AA
  • Country to CountryUnited Kingdom
  • NOTES to DetailsAsked about the annual plan.
Not imported: MEMBER_RATING, OPTIN_TIME and TAGS. The template leaves these out; map any to a custom field in Operelio.

Where Mailchimp and Copper don’t line up

1

First Name and Last Name become one Name

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

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

MailchimpFirst Name Karen
Last Name Wilson
CopperKaren Wilson

Check your Mailchimp export before you import it

Looks for the 10 columns this template reads, and what Copper would skip.

Drop your Mailchimp CSV here

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

Mailchimp to Copper in three steps

Step 1Export from Mailchimp
  1. Click Audience, and choose the audience from the dropdown if you have more than one.
  2. Click Export audience.
  3. Click Export CSV and wait for the email saying the export is complete.
  4. Download the file. It may arrive as a ZIP with one CSV per contact status.

Only Owners and Admins can export audiences, and the files stay in your account for 30 days.

Mailchimp: View or export contacts
Step 2Paste into the template
  1. Paste the export at A1 of Paste Mailchimp export here.
  2. Start here checks all 10 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 9 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 does Mailchimp's Address column go in Copper?

To Street on the person.

Why do First Name and Last Name become one Name field in Copper?

Operelio's Copper format uses a single name field. The template combines the two Mailchimp columns with a space so each Person displays correctly.

Duplicates and undoing an import: Copper import questions.

How this page was checked

Try this template free

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

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