CSV Files + Copper

Synchronise CSV Files with Copper

Info
Copper

Copper

Customer Relationship

Import your Excel data by integrating Copper to manage your leads and customers more easily.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Should I have a Google Suite account to use Copper?

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.

What other features does Copper offer?

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.

Can I export any type of data to a CSV file?

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.

Can I receive the CSV files by email?

Yes, we offer the possibility to receive your CSV documents directly by email, on a daily, weekly or monthly basis.

Connect CSV Files and Copper

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate CSV Files and Copper easily

Data

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.

Customer Relationship

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships.

https://www.copper.com

Questions about the integration?

Request more info on CSV Files + Copper integration

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