CSV Files Guide
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
Yes, because Copper is designed to integrate with Gmail and other Google Apps, meaning it can log all your emails and other interactions to the right contact only if you're using Google Suite.
You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.
Yes, as long as the data is consistent and established in the form of a classic table schema, we can export orders, inventories, products and customers.
Yes, we offer the possibility to receive your CSV documents directly by email, on a daily, weekly or monthly basis.
Tips to integrate CSV Files and Copper easily
The Synchron CSV tool allows you to easily export any type of data to a CSV spreadsheet. The CSV/XLS tool also allows you to retrieve data from any spreadsheets and synchronise it with your e-commerce store, for example when importing products or orders.
Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships.