# Switch from Copper to Migaru in four steps

> Export your people, companies and opportunities, import each file in a minute or two, and connect Gmail or Outlook. There's nothing to install: Migaru reads your mailbox and calendar and files every conversation for you.

## The move at a glance

- **Four steps** from the first export to a connected inbox.
- **A minute or two** to import a file of tens of thousands of rows.
- **Two years** of email and meetings, read back from each mailbox.
- **Undo** any import from its history, if a column went to the wrong field.

## Copper to Migaru, step by step

1. **Export your records from Copper.** Export people, companies and opportunities from their list views in Copper as CSV files. Exporting is a permission an admin turns on. Nothing connects to Copper, so nothing there changes while you move.
2. **Set up your stages and fields.** Name your deal stages exactly as your opportunity stages are named in Copper, and add a field for each custom field you want to keep. The importer maps onto fields that already exist, and a stage only comes across if Migaru has one spelled exactly the same way.
3. **Import each file.** Import companies as accounts, people as contacts and opportunities as deals, up to 50,000 rows a file. Columns named like one of your fields map themselves, and where it can, Migaru suggests a field for the rest for you to check. Every import is logged and can be undone.
4. **Connect your mailbox and calendar.** Each person connects Gmail or Outlook along with its calendar, and Migaru reads back up to two years. Conversations land on the records you imported: contacts are matched on email address and accounts on the domain of their website, so https://www.acme.com and acme.com are the same account. Anything that still looks like a duplicate is flagged for you to merge.

### After the move, if you want

- **Add your call transcripts.** Drop in the transcripts your recorder exports, several at a time. Migaru files each one on the meeting it belongs to, making one when your calendar never had it, or on the account or contact when it can't be sure, and lists any it can't place for you to attach. It reads each one for commitments, unless the person who uploaded it keeps only who and when.
- **Rebuild the automations you still need.** Describe each rule in a sentence: what triggers it, the conditions, and what to do, such as set a field, create a task or notify someone. Migaru reads the rule back to you before it is created. Workflows come with Pro and above.

## What comes across from Copper

| In Copper | In Migaru |
| --- | --- |
| **Companies** | Accounts. One already in Migaru with the same website is filled in rather than copied. |
| **People** | Contacts. A company column links each to its company's account, made if there isn't one, and a contact already here with the same email address is filled in rather than copied. |
| **Opportunities** | Deals, each at the stage with the same name. Nothing identifies a deal, so import the file once, or undo the first run before a second. |
| **Email and calendar activity** | Read again from each person's mailbox and calendar, Gmail or Outlook, up to two years back. |
| **The Chrome extension** | Nothing to install: Migaru runs in its own tab and reads the mailbox and calendar you connect. |

## What you gain by leaving Copper

### Gmail or Outlook

Each person connects Gmail or Outlook with its calendar, so a team on either, or on both, works from one record.

### Nothing to install

Migaru runs in the browser and reads the mailbox and calendar you connect, so nobody opens a sidebar to file a conversation.

### More from what's captured

Summaries on every account and contact, a brief before each external meeting, and follow-ups drafted when they come due.

### Calls read for promises

Upload the transcripts your recorder exports, and each is filed on its meeting, made searchable, and read for what each side promised.

## Still weighing it up?

The comparison sets Migaru beside Copper on price, recording, sending and more, and says plainly where Copper is the better choice. [Migaru vs Copper](https://www.migaru.ai/compare/migaru-vs-copper.md).

## Frequently asked questions

### How long does it take to switch from Copper?

Four steps. Each import runs as soon as its columns are mapped, taking a minute or two for a file of tens of thousands of rows, and each person connects their mailbox and calendar in a couple of minutes. Reading two years of email and meetings carries on in the background, a batch every fifteen minutes, while you work.

### Our team uses Gmail and Outlook. Does that work?

Yes. Each person connects their own mailbox, Gmail or Outlook, with its calendar, in a couple of minutes, and every conversation lands on the same records.

### Can we keep using Copper while we move?

Yes. Migaru never connects to Copper, so nothing there changes while your team moves across. There's no sync between the two either, so pick a day to stop entering data in Copper.

### Does our email history come across from Copper?

Not from Copper: Migaru reads it from the source instead. When each person connects Gmail or Outlook, up to two years of email and meetings are read back and filed on the records you imported.

## Sources

What this page says about Copper, from how its records export to what it charges, was checked against the pages below. They change, so check theirs before you move. Checked 2026-09-28.

- [Export data from Copper](https://support.copper.com/en/articles/8823355-export-data-from-copper)
- [Pipelines and opportunities in Copper](https://support.copper.com/en/articles/9867110-pipelines-and-opportunities-customization-and-best-practices)
- [Copper pricing](https://www.copper.com/pricing)
- [Copper in Gmail](https://www.copper.com/manage-contacts)

## Moving from somewhere else?

- [Switch from HubSpot](https://www.migaru.ai/migration/hubspot.md)
- [Switch from Salesforce](https://www.migaru.ai/migration/salesforce.md)
- [Switch from Pipedrive](https://www.migaru.ai/migration/pipedrive.md)
- [Switch from Close](https://www.migaru.ai/migration/close.md)
- [Switch from Lightfield](https://www.migaru.ai/migration/lightfield.md)
- [Switch from Attio](https://www.migaru.ai/migration/attio.md)
- [Switch from folk](https://www.migaru.ai/migration/folk.md)
- [Switch from Day.ai](https://www.migaru.ai/migration/day-ai.md)
- [Switch from Clarify](https://www.migaru.ai/migration/clarify.md)
- [A spreadsheet or another CRM](https://www.migaru.ai/migration.md)

Bring your Copper records. Your inbox fills in the rest. Start a trial, import your Copper files and connect your inbox. Nothing in Copper changes while you try it. [Start free trial](https://app.migaru.ai/sign-up) or [request a demo](https://www.migaru.ai/book-demo).

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Canonical page: https://www.migaru.ai/migration/copper
Last updated: 2026-09-28