Operelio
SalesforceCopper

How to migrate Salesforce to Copper

13 of the 14 columns in a Salesforce 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 Salesforce export first

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

One Salesforce row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedSarah Pentland
  • Email to Emaillowercasedsarah.pentland@pemberton.example.com
  • Phone to Phone Number+1 503-555-0151
  • Company to Company NamePemberton Foods
  • Title to TitleProcurement Lead
  • Street to Street55 A Avenue
  • City to CityLake Oswego
  • State to StateOR
  • Zip/Postal Code to Postal Code97034
  • Country to CountryUnited States
  • Description, Lead Source to Details2joined, with labelsSalesforce description: Renewal due in March. | Lead source: Web
Not imported: Website. The template leaves it out; map any to a custom field in Operelio.

Where Salesforce and Copper don’t line up

1

First Name and Last Name become one Name

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

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

SalesforceFirst Name Sarah
Last Name Pentland
CopperSarah Pentland
2

Two columns kept in Details

This template gives Description and Lead Source no Copper field of their own.

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

SalesforceDescription Renewal due in March.
Lead Source Web
CopperSalesforce description: Renewal due in March. | Lead source: Web

Check your Salesforce export before you import it

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

Drop your Salesforce CSV here

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

Salesforce to Copper in three steps

Step 1Export from Salesforce
  1. Build or open a Leads or Contacts report.
  2. From the report's dropdown, choose Export.
  3. Choose Details Only and pick .csv.
  4. Click Export and save the file.

You need the Export Reports permission. A report export takes up to 100,000 rows and 100 columns.

Salesforce: Export a report
Step 2Paste into the template
  1. Paste the export at A1 of Paste Salesforce 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 Description and Lead Source go?

Into Details on each person, labeled like "Salesforce description: Renewal due in March. | Lead source: Web".

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 Salesforce export and download a file Copper can import. No credit card needed.

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