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Before completing your import....
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1) Be sure to separate your data into 4 different sheets to reflect Leads, Companies, People, and Opportunities
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2) Remember to create Custom Fields in Copper to reflect data points that we may not have a native field for. Add columns for any custom fields you have created in Copper.
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3) Complete the imports in the order hierarchy they appear here (Leads, Companies, People, Opportunities)
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4) All fields highlighted in red in the below tabs represent fields that are mandatory when importing
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