Operelio
Outlook / Microsoft 365Copper

How to import Outlook / Microsoft 365 into Copper

12 of the 22 columns in an Outlook / Microsoft 365 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 Outlook / Microsoft 365 export first

Built on Outlook / Microsoft 365’s export columnsChecked against Copper’s import rulesUpdated October 3, 2026

One Outlook / Microsoft 365 row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedSarah Pentland
  • E-mail Address to Emaillowercasedsarah.pentland@fernway.example.com
  • Business Phone to Phone Number+44 161 496 0508
  • Company to Company NameFernway
  • Job Title to TitleData Operations Lead
  • Business Street to Street12 Market Street
  • Business City to CityLeeds
  • Business State to StateWest Yorkshire
  • Business Postal Code to Postal CodeLS1 4DY
  • Business Country/Region to CountryUnited Kingdom
  • Notes to DetailsPrefers calls before 10am.
Not imported: Mobile Phone, Home Phone, Home Street, Home City, Home State, Home Postal Code and 4 more. The template leaves these out; map any to a custom field in Operelio.

Where Outlook / Microsoft 365 and Copper don’t line up

1

First Name and Last Name become one Name

Outlook / Microsoft 365 keeps First Name and Last Name apart, and Copper has one Name field.

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

ExportFirst Name Sarah
Last Name Pentland
CopperSarah Pentland

Check your Outlook / Microsoft 365 export before you import it

Looks for the 12 columns this template reads, and what Copper would skip.

Drop your Outlook / Microsoft 365 CSV here

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

Outlook / Microsoft 365 to Copper in three steps

Step 1Export from Outlook

In the new Outlook for Windows, select People, then Export contacts from the ribbon. Classic Outlook uses File, then Open & Export, then Import/Export.

  1. Select the People icon.
  2. Choose Manage contacts, then Export contacts.
  3. Pick All contacts or a folder, then select Export.
  4. The .csv file saves to your Downloads folder.
Microsoft: Export contacts from Outlook on the webMicrosoft: Import or export contacts in Outlook
Step 2Paste into the template
  1. Paste the export at A1 of Paste your export here.
  2. Start here checks all 12 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 does Outlook / Microsoft 365's E-mail Address column go in Copper?

To Email on the person.

What about Outlook Categories?

Categories don't have a default Copper field. Copper uses Tags, so apply Tags for your Outlook Categories after import.

Duplicates and undoing an import: Copper import questions.

Try this template free

Upload your Outlook / Microsoft 365 export and download a file Copper can import. No credit card needed.

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