First Name and Last Name become one Name
Zoho CRM keeps First Name and Last Name apart, and Copper has one Name field.
The template joins them, leaving out any that are empty.
Zoho CRMFirst Name Wei
Last Name Chen
Last Name Chen
CopperWei Chen
Zoho CRM
CopperHow to migrate Zoho CRM to Copper
14 of the 15 columns in a Zoho CRM export, mapped into 11 Copper fields under Copper's own names.
Free · 18 KB · Excel 365 or Google Sheets
Check your Zoho CRM export first
Built on Zoho CRM’s export columnsChecked against Copper’s import rulesUpdated October 3, 2026
One Zoho CRM row, through the templatecopied as it ischanged on the way1explained below
- First Name, Last Name → to Name1joinedWei Chen
- Email → to Emaillowercasedwei.chen@orbit.example.com
- Phone → to Phone Number+44 20 7946 0379
- Company → to Company NameOrbit
- Title → to TitleLogistics Director
- Mailing Street → to Street8 Quay Street
- Mailing City → to CityManchester
- Mailing State → to StateGreater Manchester
- Mailing Zip → to Postal CodeM3 3JE
- Mailing Country → to CountryUnited Kingdom
- Description, Lead Source, Tag → to Details2joined, with labelsZoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority
Where Zoho CRM and Copper don’t line up
Three columns kept in Details
This template gives Description, Lead Source and Tag no Copper field of their own.
The template writes them into Details, each with its label, and leaves empty ones out.
Zoho CRMDescription Asked for a call in the new year.
Lead Source Trade Show
Tag Legal, Priority
Lead Source Trade Show
Tag Legal, Priority
CopperZoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority
Check your Zoho CRM export before you import it
Looks for the 14 columns this template reads, and what Copper would skip.
Drop your Zoho CRM CSV here
Runs in your browser. Nothing is uploaded, and results are counts only.
Zoho CRM to Copper in three steps
Step 1Export from Zoho CRM- Go to Setup, then Data Administration, then Export.
- Click Start an Export and choose Contacts or Leads.
- Pick CSV or XLSX.
- Download the ZIP. The link lasts seven days.
You need the Export permission for the module. A CSV export takes up to 200,000 records, XLSX up to 50,000.
Zoho CRM: Export CRM data- Paste the export at A1 of Paste Zoho CRM export here.
- Start here checks all 14 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 Zoho CRM's Mailing Zip column go in Copper?
To Postal Code on the person.
Where do Description, Lead Source and Tag go?
Into Details on each person, labeled like "Zoho description: Asked for a call in the new year. | Lead source: Trade Show | Tags: Legal, Priority".
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· Pipedrive· HubSpot· LinkedIn Sales Navigator
- Zoho CRM into another CRM
- HubSpot· Salesforce Leads· Pipedrive· 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 Zoho CRM export and download a file Copper can import. No credit card needed.