Zoho CRM
Copper People10 fieldsHow to import Zoho CRM data into Copper
Moving from Zoho CRM to Copper? The 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 Zoho CRM to Copper. The left column is the header in your CSV export. The right column is the Copper field it should map to.
| Zoho CRM column | Copper field | |
|---|---|---|
| First Name + Last Name | Name*name Copper uses a single name field on the People record, so we combine the two Zoho 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 | |
| Mailing Street | Streetaddress_street | |
| Mailing City | Cityaddress_city | |
| Mailing State | Stateaddress_state | |
| Mailing Zip | Postal Codeaddress_postal_code | |
| Mailing Country | Countryaddress_country |
Required by Copper.
Columns we don't use
Your Zoho CRM export includes 4 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Copper.
- Mobile
Copper People records have a single phone_number field. Phone maps to it; Mobile doesn't have a default home.
If you need it. Add a custom phone field on the Copper Person called Mobile, then re-run this template to map it.
- 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 Zoho picklist, then re-run this template to map it.
- Tag
Zoho tags export as a comma-separated string. Copper uses its own Tags feature, applied after import.
If you need it. After import, apply Copper Tags matching your Zoho tag values using Copper's bulk-edit tools.
- 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
Zoho CRM 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 Zoho columns to Copper's snake_case API names
- 5.Maps Zoho's Mailing 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 Zoho CRM export and download a clean, import-ready file for Copper.
Zoho CRM to Copper FAQ
How do I export contacts from Zoho CRM?
Go to your Contacts or Leads module, select the records you need (or select all), click the three-dot menu, and choose Export to CSV.
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 Zoho columns with a space so each Person record displays correctly.
Will this create duplicate People in Copper?
Copper deduplicates People on email by default. Contacts with matching emails update the existing record. New emails create new People.
What about custom Zoho fields?
This template maps the 10 fields listed above. Custom Zoho fields appear in the export but need manual mapping in Operelio to reach Copper.
