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
Click your avatar in the top right hand corner
Choose Import Contacts
From here, use the Import Wizard to upload your file.
For more information about this feature, please take a look at the following:
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.