Operelio
ZoomInfoCopper

How to import ZoomInfo into Copper

16 of the 37 columns in a ZoomInfo export, mapped into 11 Copper fields under Copper's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your ZoomInfo export first

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

One ZoomInfo row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedPriya Patel
  • Email Address to Emaillowercasedpriya.patel@fernway.example.com
  • Direct Phone, Company HQ Phone to Phone Number2first with a value+1 503-555-0197
  • Job Title to TitleChief Information Officer
  • Company Name to Company NameFernway
  • Person Street to Street700 SW Fifth Avenue
  • Person City to CityPortland
  • Person State to StateOregon
  • Person Zip Code to Postal Code97204
  • Person Country to CountryUnited States
  • LinkedIn Contact Profile URL, Job Function, Management Level, Department to Details3joined, with labelsLinkedIn: linkedin.com/in/priya-patel-example | Job function: Information Technology | Management level: C-Level | Department: Information Technology
Not imported: Salutation, Email Domain, Website, LinkedIn Company Profile URL, Industry, SIC Code and 15 more. The template leaves these out; map any to a custom field in Operelio.

Where ZoomInfo and Copper don’t line up

1

First Name and Last Name become one Name

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

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

ZoomInfoFirst Name Priya
Last Name Patel
CopperPriya Patel
2

Two phone columns, one phone field

ZoomInfo splits numbers across Direct Phone and Company HQ Phone.

The template Phone Number takes the first of Direct Phone and Company HQ Phone that has a value.

ZoomInfoDirect Phone empty
Company HQ Phone +1 503-555-0197
Copper+1 503-555-0197
3

Four columns kept in Details

This template gives LinkedIn Contact Profile URL, Job Function, Management Level and Department no Copper field of their own.

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

ZoomInfoLinkedIn Contact Profile URL linkedin.com/in/priya-patel-example
Job Function Information Technology
Management Level C-Level
CopperLinkedIn: linkedin.com/in/priya-patel-example | Job function: Information Technology | Management level: C-Level | Department: Information Technology

Check your ZoomInfo export before you import it

Looks for the 16 columns this template reads, and what Copper would skip.

Drop your ZoomInfo CSV here

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

ZoomInfo to Copper in three steps

Step 1Export from ZoomInfo

ZoomInfo's help center, including the article below, needs a ZoomInfo login, so these steps may be labeled differently in your account.

  1. Run a contact search in ZoomInfo.
  2. Check the contacts you want to export.
  3. Click the export icon above the search results.
  4. Choose to export the contacts as a CSV file.

Each person record exported uses one export credit.

Re-exporting a record you bought in the last 6 months does not use another credit.

ZoomInfo: Export contacts from the prospecting tool (ZoomInfo login needed)
Step 2Paste into the template
  1. Paste the export at A1 of Paste ZoomInfo export here.
  2. Start here checks all 16 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, standardizes countries, 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 ZoomInfo's Person State column go in Copper?

To State on the person. ZoomInfo's Person State is the person's; Company HQ State describes the company, so the template leaves it out.

Where do LinkedIn Contact Profile URL, Job Function and the other columns go?

Into Details on each person, labeled like "LinkedIn: linkedin.com/in/priya-patel-example | Job function: Information Technology | Management level: C-Level | Department: Information Technology".

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 ZoomInfo columns with a space so each Person record displays correctly.

Duplicates and undoing an import: Copper import questions.

Try this template free

Upload your ZoomInfo export and download a file Copper can import. No credit card needed.

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