Object Name | Export | Import | Important Information |
Companies | ✅ | ✅ |
|
Contacts | ✅ | ✅ |
|
Leads | ✅ | ✅ |
|
Deals | ✅ | ✅ |
|
Calls | ✅ | ✅ |
|
Emails | ❌ | ✅ | Imported as Notes due to Copper API restrictions. |
Meetings | ✅ | ✅ |
|
Notes | ✅ | ✅ |
|
Tasks | ✅ | ✅ |
|
Attachments | ❌ | ❌ |
|
Learn what record types can and cannot be migrated for Copper migrations
Written by Ashley Milne
Updated over a year ago