How to Export Data from Copper CRM and Import It into clariBI

Copper CRM (formerly ProsperWorks) is a Google Workspace-native CRM that integrates deeply with Gmail and Google Calendar. Exporting your Copper data into clariBI lets you use AI to analyze your relationship pipeline, track deal progress, and uncover patterns in your sales process.

Note: Copper exports data in Excel (.xlsx) format, not CSV. clariBI accepts Excel files directly, so no conversion is needed. You will need admin permissions to export data from Copper.

What You Can Export from Copper CRM

• People (contact) records
• Company (organization) records
• Opportunity (deal) data with pipeline stages
• Project records
• Activity and interaction history
• Task records
• Custom field data
• Report and analytics data

Export Data from Copper CRM

Method 1: Export People (Contacts)

1. Log in to your Copper CRM account at app.copper.com
2. Click People in the left sidebar to open your contact list
3. Apply any filters you need using the filter bar at the top (e.g., by tag, company, owner, or custom field)
4. Click the Export button (typically a download icon or the word "Export") located at the top of the list view
5. In the export dialog, select which fields to include or accept the defaults
6. Click Export to generate the file
7. The .xlsx (Excel) file will download to your computer or you will receive a notification when it is ready

Method 2: Export Companies

1. Click Companies in the left sidebar
2. Apply any filters to narrow down the list
3. Click the Export button at the top of the company list
4. Select the fields you want included
5. Click Export and download the .xlsx file

Method 3: Export Opportunities

1. Navigate to Opportunities in the left sidebar
2. Switch to the List view if you are in the Pipeline (Kanban) view
3. Apply filters for pipeline, stage, owner, value, or close date as needed
4. Click the Export button at the top of the list
5. Choose the fields to include and click Export
6. Download the .xlsx file

Method 4: Export Reports

1. Click Reports in the left sidebar (note: Reports may require a Business or higher plan)
2. Select a report from the available options (e.g., "Pipeline Report", "Revenue Report", "Activity Report")
3. Configure the date range and filters
4. Look for the Download or Export option in the report view
5. The report data will download to your computer as an .xlsx file

Tips for Clean Exports

• Copper integrates with Google Workspace, so contact data may include Gmail interaction history — this adds useful context for relationship analysis in clariBI
• When exporting opportunities, include "Pipeline", "Stage", "Value", "Close Date", and "Status" fields for the most actionable pipeline analysis
• Copper's list view columns determine what gets exported — customize your column layout before exporting to include exactly the data you need

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select Excel Spreadsheet
5. Enter a descriptive name (e.g., "Copper CRM - Opportunities Q4 2024")
6. Click the upload area or drag and drop your .xlsx file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is my total pipeline value by stage?"
- "Show me the number of new contacts added per month"
- "Which companies have the most open opportunities?"

clariBI's AI will automatically analyze your data and suggest relevant insights.