Recorded Training: Importing your Data into Copper
Sign up for this course AFTER taking our required importing pre-work course.
Note: You should sign up for this course after you watch the pre-work video series. The pre-work will help you be successful when you work through this training.
This 45-minute course will review our importing process from start to finish. You'll test importing three rows of data. Attend this course if you're a new Copper user migrating your data from another CRM or solution. Or join this course if you're a Copper user looking to update existing records via import.