Outlook / Microsoft 365
Copper People11 fieldsHow to import Outlook / Microsoft 365 data into Copper
Outlook and Microsoft 365 contact exports include business phone, mobile phone, and full business address. This template combines First Name and Last Name into Copper's single name field, then maps email, business phone, company, title, the per-contact Notes column, and the business address block to Copper's snake_case fields. Copper calls contacts People.
Field-by-field mapping
This is the complete column mapping from Outlook / Microsoft 365 to Copper. The left column is the header in your CSV export. The right column is the Copper field it should map to.
| Outlook / Microsoft 365 column | Copper field | |
|---|---|---|
| First Name + Last Name | Name*name Copper uses a single name field on the People record, so we combine the two Outlook columns into one. TransformFirst Name and Last Name combined with a space | |
| E-mail Address | Emailemail TransformLowercased and trimmed | |
| Business Phone | Phone Numberphone_number TransformStandardized to international format (+1, +44, etc.) | |
| Company | Company Namecompany_name | |
| Job Title | Titletitle | |
| Business Street | Streetaddress_street | |
| Business City | Cityaddress_city | |
| Business State | Stateaddress_state | |
| Business Postal Code | Postal Codeaddress_postal_code | |
| Business Country/Region | Countryaddress_country | |
| Notes | Detailsdetails Outlook's per-contact notes land in Copper's native Details field on the Person. The free text is preserved verbatim. |
Required by Copper.
Columns we don't use
Your Outlook / Microsoft 365 export includes 10 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Copper.
- Mobile Phone, Home Phone
Copper People records have a single phone_number field. Business Phone maps to it; Mobile Phone and Home Phone don't have a default home.
If you need it. Add custom phone fields on the Copper Person called Mobile and Home, then re-run this template to map them.
- Home Street, Home City, Home State, Home Postal Code, Home Country/Region
Copper's address_* fields hold one address per Person. Business address maps to them; the Home address block doesn't have a default home.
If you need it. Add custom address fields on the Copper Person for the Home address block, or pick whichever address (Business vs Home) is more useful and remap.
- Web Page
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 Company record's website after import, or add a custom URL field on the Copper Person.
- Categories, Birthday
Copper People records don't have default Categories or Birthday fields on the standard layout.
If you need it. After import, apply Copper Tags for Categories, and add a custom date field on the Person for Birthday and re-run this template.
Formatting and cleanup
Outlook / Microsoft 365 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 Outlook's Business address block to Copper's address_street, address_city, address_state, address_postal_code, address_country fields
- 5.Maps Business Phone to Copper's phone_number field as the primary contact phone
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Outlook / Microsoft 365 export and download a clean, import-ready file for Copper.
Outlook / Microsoft 365 to Copper FAQ
How do I export contacts from Outlook?
In classic Outlook for Windows, go to File, Open & Export, Import/Export, then choose Export to a file as Comma Separated Values. In the new Outlook or Microsoft 365 web, go to People, click Manage contacts, then choose Export contacts.
Why do you map Business Phone and not Mobile Phone?
Copper People records have a single phone_number field on the standard layout. Business Phone is typically the primary work contact, so we map it by default. Mobile Phone needs a custom field. See 'Columns we don't use' below.
Why don't you import the Home address?
Copper's address fields hold one address per Person on the standard layout. Business address is more reliable for CRM purposes since it's typically required. 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.
What about Outlook Categories?
Categories don't have a default Copper field. Copper uses Tags. See 'Columns we don't use' below for the workaround that applies Copper Tags after import.
