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CSV Data Migration
Bring your Copper contacts to Nimble via CSV
Bring your Copper contacts to Nimble via CSV
Nimble Customer Care avatar
Written by Nimble Customer Care
Updated over a week ago

To export a full list of records from Copper CRM just follow the instructions below:

Step 1: Sign into your Copper account, and click the 'Settings' link from the left-hand menu.

Step 2: Choose the 'Export Data' option from the 'Data Management' section.

Step 3: You'll see options in the page to export the following types of data:

  • People

  • Companies

  • Opportunities

  • Projects

  • Tasks

  • Leads

Step 4: Click the blue 'Export [record type]' button below the record type you want to export.

Step 5: Check your inbox for an email from Copper.

Step 6: Download the .xslx file.

You can save the file as ".csv" in Excel before importing it to Nimble.


​Import to Nimble

  1. Click your avatar in the top right hand corner

  2. Choose Networks & Imports

  3. From here, use the Import Wizard to upload your file.

For more information about this feature, please take a look at the following:

Nimble Import Wizard

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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