Switch from Copper

Keep the Google Workspace sync, drop the Copper bill

Tonic Desk imports your Copper People, Companies, and Opportunities from CSV exports — and its Google Workspace integration covers Gmail, Calendar, and Drive sync without skipping a beat. Your pipeline structure and custom fields come across unchanged.

Most teams finish in under 15 minutes

What transfers

People records with name, email, phone, and job title
Company records with website, address, and industry
Opportunities with value, stage, probability, and expected close date
Multi-pipeline structure preserved (each Copper pipeline becomes a Tonic Desk pipeline)
Person-to-company associations
Custom fields across all three objects
Owner assignments resolved by email address
Tags imported as Tonic Desk tags

Step by step

1. Export People from Copper

Open Copper and navigate to People. Click the Settings cog above the table and choose Export to CSV. Copper generates a file containing every person, their contact details, and all custom fields you have configured. Save the file for the next step.

2. Export Companies

Switch to the Companies view in the left sidebar. Click the Settings cog and select Export to CSV. The CSV contains company name, website, address, industry, and any custom company fields. Both standard and custom data come through in a single file.

3. Export Opportunities

Open the Opportunities view. Use the Settings cog and select Export to CSV. The export includes opportunity name, value, win probability, pipeline, stage, expected close date, and the People and Company each opportunity is linked to.

4. Upload to Tonic Desk

In Tonic Desk, open Settings > Import. Upload Companies first, then People, then Opportunities. Tonic Desk reads each CSV header and maps Copper's field names automatically. The preview screen shows your pipeline structure with stages already in place.

5. Connect Google Workspace

Once the import finishes, head to Settings > Integrations > Google Workspace and connect with the Google account you used in Copper. Tonic Desk picks up Gmail threads, Calendar events, and Drive attachments and links them to the matching contacts and companies — same coverage you had with Copper.

Field mapping reference

Source Field	Tonic Desk Field	Notes
First Name	first_name	Direct match
Last Name	last_name	Direct match
Email	email	Primary email extracted; alternates stored as custom fields
Phone	phone	Work number → phone, mobile → mobile
Title	job_title	Direct match
Company	company	Auto-linked to existing company record
Pipeline	pipeline	Multiple pipelines preserved as separate Tonic Desk pipelines
Stage	stage	Custom stage names imported as-is
Value	amount	Numeric value preserved with currency
Win Probability	probability	Imported as percentage on the deal
Assignee	owner	Resolved by matching the owner's email
Custom fields	custom fields	Preserved when a matching field exists in Tonic Desk

What doesn't transfer (and workarounds)

Google Workspace integration state — The live sync connection itself stays with Copper. Workaround: connect Tonic Desk's Google Workspace integration after import. Coverage is the same: Gmail threads, Calendar events, Drive attachments, and contact sync.
Activity timeline (emails, calls, meetings) — Copper does not include the activity log in its standard CSV export. Workaround: once Google Workspace is connected to Tonic Desk, historical Gmail and Calendar data backfill onto the relevant contacts automatically.
Workflow automations — Copper's automation rules are platform-specific. Workaround: document active automations and recreate the critical ones in Tonic Desk's automation builder.
Email templates — Templates stay in Copper but are easy to copy. Workaround: copy each template's subject and body into Tonic Desk's template library — usually a 10-minute job.
Lead Sources picklist values — If you use custom Lead Source values, recreate the picklist in Tonic Desk first. Workaround: add Lead Source as a custom field under Settings before importing People.

Tips for a smooth switch

Connect Google Workspace in Tonic Desk before doing anything else after import. Historical Gmail and Calendar data backfills onto contacts automatically, so you do not lose the timeline.
Copper sometimes stores the same email address on multiple people if you have lead-and-contact duplicates. Run Copper's duplicate detection before exporting to avoid bringing the same conflict across.
If you use Copper's "Related" feature heavily (linking one company to another), note the relationships before exporting. Tonic Desk uses a similar parent-account model under Settings > Custom Objects.
Import Companies before People. When Tonic Desk imports People and recognizes a Company that already exists, it auto-links them.
For multi-pipeline workspaces, decide which pipeline is your "primary" before import. Tonic Desk lets you set a default pipeline that opens by default in the deal board.

Will I lose my Gmail and Google Calendar sync after switching?

No. Tonic Desk's Google Workspace integration covers the same surface Copper does: Gmail thread sync onto contacts, Calendar event sync, contact sync, and Drive attachments. Once you connect your Google account inside Tonic Desk, historical Gmail data backfills against the contacts you just imported, so the activity timeline stays intact.

Can I keep my Copper pipeline structure?

Yes. Each Copper pipeline imports as a separate Tonic Desk pipeline with its stages preserved. Multi-pipeline workspaces stay multi-pipeline. If you have stages with custom names, create them in Tonic Desk before importing so the mapping is one-to-one.

Do my Copper custom fields come across?

Custom fields with standard types (text, number, date, dropdown, checkbox) import directly. Create the matching custom field in Tonic Desk under Settings > Custom Fields before running the import. For dropdown fields, the picklist values are read from the CSV automatically.

What happens to my Copper activity timeline?

Copper's CSV export does not include the activity log directly. The good news: once you connect Google Workspace to Tonic Desk, the integration backfills Gmail threads and Calendar events onto the matching contacts, reconstructing most of the timeline. Phone calls logged manually inside Copper will need to be exported via the Copper API if you need them in Tonic Desk.