HubSpot
Copper People10 fieldsHow to import HubSpot data into Copper
Moving from HubSpot 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 HubSpot to Copper. The left column is the header in your CSV export. The right column is the Copper field it should map to.
| HubSpot column | Copper field | |
|---|---|---|
| First Name + Last Name | Name*name Copper uses a single name field on the People record, so we combine the two HubSpot columns into one. TransformFirst Name and Last Name combined with a space | |
| Emailemail TransformLowercased and trimmed | ||
| Phone Number | Phone Numberphone_number TransformStandardized to international format (+1, +44, etc.) | |
| Company Name | Company Namecompany_name | |
| Job Title | Titletitle | |
| Street Address | Streetaddress_street | |
| City | Cityaddress_city | |
| State/Region | Stateaddress_state | |
| Postal Code | Postal Codeaddress_postal_code | |
| Country/Region | Countryaddress_country |
Required by Copper.
Columns we don't use
Your HubSpot export includes 3 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Copper.
- Website URL
Copper doesn't have a Website field on People. Websites sit on the Company record in Copper's data model.
If you need it. Update the matching Copper Company record's website after import, or add a custom URL field on the Copper Person.
- Lifecycle Stage, Lead Status
Copper has Lead Status on Leads (a separate record type from People), but no Lifecycle Stage or Lead Status field on People by default.
If you need it. Add custom single-select fields on the Copper Person called Lifecycle Stage and Lead Status with values matching your HubSpot data, then re-run this template to map them.
Formatting and cleanup
HubSpot 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 HubSpot columns to Copper's snake_case API names
- 5.Maps HubSpot's 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 HubSpot export and download a clean, import-ready file for Copper.
HubSpot to Copper FAQ
How do I export contacts from HubSpot?
In HubSpot, go to Contacts, click the Actions menu, choose Export, select 'All properties' and CSV format, then download. HubSpot will email you the file when it's ready.
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 HubSpot columns with a space so each Person record displays correctly.
What about HubSpot's Lifecycle Stage and Lead Status?
Copper People records don't have Lifecycle Stage or Lead Status fields by default. See 'Columns we don't use' below for the custom-field workaround.
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.
