If you are reading this, you probably just got the email. Copper CRM is sunsetting, and your team needs to move. The announcement gave users a migration window, but that window is not as long as it feels. The longer you wait, the more rushed the transition becomes, and rushed CRM migrations are where data gets lost.
I have been through CRM migrations myself -- as a sales rep, as a sales manager, and now as a founder building a CRM. The process is never fun, but it does not have to be painful. This guide walks you through migrating from Copper to SalesSheet step by step, with specific instructions for preserving your data, deals, and workflows.
A CRM migration is not just moving data. It is moving your entire sales operation. Do it once, do it right, and you will not have to do it again.
Before you touch a new CRM, export all your data from Copper. Do this immediately, even if you are not ready to migrate yet. Having a backup ensures you will not lose anything if Copper restricts access before you are ready.
Save every export file. Label them clearly with the date. Store them somewhere outside Copper -- Google Drive, Dropbox, your desktop. These files are your safety net.
This is the step everyone wants to skip and the step that matters most. CRM data accumulates garbage over time. Duplicate contacts, deals marked "Open" that were actually lost two years ago, contacts with no email address, companies with no associated people. Migrating dirty data into a new CRM just moves the mess.
Open your exported CSV files and do a quick cleanup:
You do not need to clean everything. Focus on the data you actively use. The goal is to start fresh in SalesSheet with data you trust, not data you are afraid to look at.
SalesSheet's CSV import is designed for exactly this scenario. Navigate to Settings, then Import, and upload your CSV files. The import wizard walks you through three steps:
The wizard auto-detects common column names (Name, Email, Phone, Company) and maps them to SalesSheet fields. For custom fields, you can create new SalesSheet properties on the fly during import. If Copper had a custom field called "Lead Source," you can create a matching property in SalesSheet and map it in one click.
The importer checks for duplicates by email address. If a contact already exists in SalesSheet (from a previous import or manual entry), you can choose to skip, overwrite, or merge. Merge is usually the right choice -- it fills in missing fields without overwriting existing data.
When importing deals, you map Copper pipeline stages to SalesSheet pipeline stages. If your Copper pipeline had stages like "Qualified," "Proposal Sent," and "Negotiation," you can create matching stages in SalesSheet before importing or let the wizard create them automatically.
One of the biggest concerns during migration is feature parity. Here is how Copper's key features map to SalesSheet:
Copper was known for its compact, Gmail-integrated view that let you see contact details without leaving your inbox. SalesSheet's compact email view provides the same experience -- a sidebar that shows contact details, deal status, recent activity, and quick actions without switching tabs. If you loved Copper's tight Gmail integration, you will feel at home.
Direct equivalent. Drag-and-drop Kanban board with customizable stages, deal values, and probability percentages. SalesSheet adds AI-powered deal scoring and automated stage suggestions that Copper did not have.
All activities (emails, calls, meetings, notes) appear on a unified timeline per contact and per deal. SalesSheet adds automatic activity logging -- when you send an email or make a call through the platform, it is logged without manual entry.
SalesSheet's analytics dashboard covers pipeline velocity, win rates, revenue forecasting, and activity metrics. The AI assistant can also generate custom reports on demand: "Show me all deals that have been in Proposal stage for more than 14 days."
Migration is not just about replacing what you had. It is an opportunity to upgrade your entire sales workflow. Do not just replicate Copper -- improve on it.
Copper's biggest selling point was its Google Workspace integration. SalesSheet supports the same integrations:
Most integrations take under 5 minutes to set up. The Gmail sync is the most important -- once connected, SalesSheet will pull in your email history with existing contacts, so you have full conversation context from day one.
If you are a solo founder or freelancer, you can skip this step. If you have a team, invest 30 minutes in a walkthrough. The SalesSheet interface is intentionally simple, but people need to see where their familiar Copper features live in the new layout.
Key things to show your team:
For a typical team with 500-2,000 contacts and 50-200 active deals, the full migration takes about 2-3 hours:
You can run both CRMs in parallel during the transition. Keep Copper open for reference while you verify that everything imported correctly into SalesSheet. Once you are confident the data is complete, you can let Copper go.
The worst CRM migration is the one you do on the last day. Start your export today even if you are not ready to switch yet. Having your data in CSV files means you are in control regardless of Copper's timeline. When you are ready to import, SalesSheet will be here.
If you run into any issues during migration, email me directly at andres@salessheets.ai. I have personally helped dozens of teams migrate from other CRMs, and I am happy to walk you through any step of the process.