How easy is it to migrate my existing data to Copper CRM?

I've got my eyes on Copper CRM as a potential tool for managing my business contacts, but I'm wondering about the process of migrating my current data. Has anyone here made the switch to Copper CRM and tackled the data migration? How seamless was the experience, and were there any hiccups I should be aware of? Your real-life insights would be a huge help as I consider making the move.

T

Posted by Tsuji Hoshiko

Copper

CRM

Latest activity: Aug 25, 2023

How easy is it to migrate my existing data to Copper CRM?

I've got my eyes on Copper CRM as a potential tool for managing my business contacts, but I'm wondering about the process of migrating my current data. Has anyone here made the switch to Copper CRM and tackled the data migration? How seamless was the experience, and were there any hiccups I should be aware of? Your real-life insights would be a huge help as I consider making the move.

P

Posted by Pu Yong-SikAug 25, 2023

I actually migrated my data to Copper CRM a few months ago, and I'm happy to share my experience. The process was relatively smooth overall. Copper provides data import tools that allow you to bring in your contacts, companies, and other relevant info via CSV files.
Just ensure that your data is well-organized before the migration, and mapping fields correctly is crucial. There were a few minor adjustments needed post-migration, but the Copper support team was quite helpful in guiding me through. It might take a bit of time depending on the amount of data, but the outcome was definitely worth it for the improved CRM functionality. Good luck with your transition!