Salesforce
Copper People10 fieldsHow to import Salesforce data into Copper
Moving from Salesforce to Copper? This template combines First Name and Last Name into Copper's single name field, then maps email, phone, company, title, and the full address to Copper's snake_case fields. Copper calls contacts People; this template creates People records.
Field-by-field mapping
This is the complete column mapping from Salesforce to Copper. The left column is the header in your CSV export. The right column is the Copper field it should map to.
| Salesforce column | Copper field | |
|---|---|---|
| First Name + Last Name | Name*name Copper uses a single name field on the People record, so we combine the two Salesforce columns into one. TransformFirst Name and Last Name combined with a space | |
| Emailemail TransformLowercased and trimmed | ||
| Phone | Phone Numberphone_number TransformStandardized to international format (+1, +44, etc.) | |
| Company | Company Namecompany_name | |
| Title | Titletitle | |
| Street | Streetaddress_street | |
| City | Cityaddress_city | |
| State | Stateaddress_state | |
| Zip/Postal Code | Postal Codeaddress_postal_code | |
| Country | Countryaddress_country |
Required by Copper.
Columns we don't use
Your Salesforce export includes 3 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Copper.
- Website
Copper doesn't have a Website field on People. Websites sit on the Company record in Copper's data model.
If you need it. Update the matching Copper Company record's website after import, or add a custom URL field on the Copper Person.
- Lead Source
Copper has Lead Status on Leads (a separate record type from People), but no Lead Source field on People by default.
If you need it. Add a custom single-select field on the Copper Person called Lead Source with values matching your Salesforce picklist, then re-run this template to map it.
- Description
Copper People records don't have a default Description-as-field. Copper Notes attach as separate records on the Person.
If you need it. Add a custom multi-line text field on the Copper Person called Imported Description, then re-run this template to map Description. Or import descriptions as separate Notes after the People are in.
Formatting and cleanup
Salesforce exports rarely match the format Copper expects. Fix these before you import.
- 1.Combines First Name and Last Name into Copper's single name field
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Salesforce columns to Copper's snake_case API names (name, phone_number, company_name, address_*)
- 5.Maps Salesforce's address block to Copper's address_street, address_city, address_state, address_postal_code, address_country
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Salesforce export and download a clean, import-ready file for Copper.
Salesforce to Copper FAQ
How do I export Salesforce leads?
Create a Leads report with the fields you need, then click Export > CSV. You can also use Setup > Data Export.
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.
Why do you combine First Name and Last Name?
Copper People records use a single name field. The template combines the two Salesforce columns with a space so each Person record displays correctly.
Will this create duplicate People in Copper?
Copper deduplicates People on email by default. Leads with matching emails update the existing record. New emails create new People.
What about Salesforce custom fields?
This template maps the 10 fields listed above. Custom fields appear in the export but need manual mapping in Operelio. Add custom fields on the Copper Person first, then map them in the column-mapping step before download.
