Operelio
ShopifyCopper

How to import Shopify into Copper

11 of the 15 columns in a Shopify export, mapped into 10 Copper fields under Copper's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Shopify export first

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

One Shopify row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedPriya Patel
  • Email to Emaillowercasedpriya.patel@halston.example.com
  • Phone to Phone Number+44 7700 900139
  • Company to Company NameHalston Freight
  • Address1 to Street21 Gray's Inn Road
  • City to CityLondon
  • Province to StateGreater London
  • Zip to Postal CodeWC1X 8HB
  • Country to CountryUnited Kingdom
  • Note to DetailsOrders every month.
Not imported: Total Spent, Total Orders, Tags and Accepts Email Marketing. The template leaves these out; map any to a custom field in Operelio.

Where Shopify and Copper don’t line up

1

First Name and Last Name become one Name

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

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

ShopifyFirst Name Priya
Last Name Patel
CopperPriya Patel

Check your Shopify export before you import it

Looks for the 11 columns this template reads, and what Copper would skip.

Drop your Shopify CSV here

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

Shopify to Copper in three steps

Step 1Export from Shopify
  1. From your Shopify admin, go to Customers and click Export.
  2. Choose the current page, all customers, selected customers or those matching your filters.
  3. Optionally include customer tags or metafields.
  4. Choose the CSV for spreadsheet programs, or Plain CSV file.
  5. Click Export customers.

Exports of more than 50 customers are emailed to you rather than downloaded.

Shopify: Importing and exporting customer lists
Step 2Paste into the template
  1. Paste the export at A1 of Paste Shopify export here.
  2. Start here checks all 11 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 10 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 Shopify's Address1 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 Shopify 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 Shopify export and download a file Copper can import. No credit card needed.

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