One column kept in Details
This template gives Person - Label no Copper field of its own.
The template writes them into Details, each with its label, and leaves empty ones out.
PipedrivePerson - Label Hot lead
CopperPipedrive label: Hot lead
Pipedrive
CopperHow to migrate Pipedrive to Copper
5 of the 5 columns in a Pipedrive export, mapped into 5 Copper fields under Copper's own names.
Free · 18 KB · Excel 365 or Google Sheets
Check your Pipedrive export first
Built on Pipedrive’s export columnsChecked against Copper’s import rulesUpdated October 3, 2026
One Pipedrive row, through the templatecopied as it ischanged on the way1explained below
- Person - Name → to NameKaren Wilson
- Person - Email → to Emaillowercasedkaren.wilson@lumenlabs.example.com
- Person - Phone → to Phone Number+44 20 7946 0236
- Person - Organization → to Company NameLumen Labs
- Person - Label → to Details1joined, with labelsPipedrive label: Hot lead
Where Pipedrive and Copper don’t line up
Check your Pipedrive export before you import it
Looks for the 5 columns this template reads, and what Copper would skip.
Drop your Pipedrive CSV here
Runs in your browser. Nothing is uploaded, and results are counts only.
Pipedrive to Copper in three steps
Step 1Export from Pipedrive- Open the People list view and apply a filter.
- Click the gear icon and choose the columns to include.
- Click the three dots, then Export filter results.
- Choose Excel or CSV, then download the file now or later from Export data.
Only global admins and users with the right permission can export, and files are kept for 28 days.
Pipedrive: Exporting data- Paste the export at A1 of Paste Pipedrive export here.
- Start here checks all 5 columns were found.
- 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.
Step 3Import into Copper- Go to your profile, then Workspace Settings, then Manage Your Data, then Import Data.
- Choose People as the record type.
- Choose Excel as the file type and select your file.
- Fix anything flagged in red using the field menu above each column.
- Click Continue Import.
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 OperelioQuestions
Where does Pipedrive's Person - Organization column go in Copper?
To Company Name on the person.
Where does Person - Label go?
Into Details on each person, labeled like "Pipedrive label: Hot lead".
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.
More templates
- Into Copper
- Salesforce· Zoho CRM· HubSpot· LinkedIn Sales Navigator
- Pipedrive into another CRM
- HubSpot· Salesforce Leads· Zoho Leads· Freshsales· Close· monday CRM
How this page was checked
The row above is made up. Help pages read September 28, 2026:
Try this template free
Upload your Pipedrive export and download a file Copper can import. No credit card needed.