Pipedrive
Copper People4 fieldsHow to import Pipedrive data into Copper
Moving from Pipedrive to Copper? Pipedrive and Copper both use a single name field, so the data lines up directly. This template maps Person - Name to name, plus email, phone, and organization 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 Pipedrive to Copper. The left column is the header in your CSV export. The right column is the Copper field it should map to.
| Pipedrive column | Copper field | |
|---|---|---|
| Person - Name | Name*name Copper and Pipedrive both use a single name field on the contact record. Person - Name maps directly into it. | |
| Person - Email | Emailemail TransformLowercased and trimmed | |
| Person - Phone | Phone Numberphone_number TransformStandardized to international format (+1, +44, etc.) | |
| Person - Organization | Company Namecompany_name |
Required by Copper.
Columns we don't use
Your Pipedrive export includes 1 column this template doesn't map. Each one below explains why, plus the workaround if you want the data in Copper.
- Person - Label
Pipedrive labels (Hot lead, Customer, etc.) don't map to a default Copper People field. Copper uses its own Tags feature applied after import.
If you need it. After import, apply Copper Tags matching your Pipedrive labels using Copper's bulk-edit tools. Or add a custom single-select field on the Copper Person called Pipedrive Label and re-run this template.
Formatting and cleanup
Pipedrive exports rarely match the format Copper expects. Fix these before you import.
- 1.Maps Pipedrive's Person - Name directly to Copper's name field (no split needed)
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Pipedrive columns to Copper's snake_case API names (name, phone_number, company_name)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Pipedrive export and download a clean, import-ready file for Copper.
Pipedrive to Copper FAQ
How do I export contacts from Pipedrive?
Go to Contacts (People), apply any filters you need, click the three-dot menu, and select 'Export to spreadsheet' as CSV.
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 is name a direct map and not split?
Both Pipedrive and Copper use a single name field for the contact, so the data lines up directly. No splitting needed.
What about Pipedrive deals and pipeline data?
This template handles contact records only. Pipedrive deals map to Copper's Opportunities, but require a separate export and a different import process.
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.
