Migrate from Copper to Thawly

Move your lost opportunities from Copper to Thawly in 10 minutes. Copper (formerly ProsperWorks) lives inside Google Workspace — its export workflow is a saved opportunity filter plus the Export to CSV action under the more-actions menu.

What you need#

• A Copper user with Opportunity Export permission. Default Admin and Manager roles include it; sales-rep roles often have it too. If you can see Export under the ⋯ menu on the Opportunities page, you're set.
• A modern browser logged into the Google account associated with your Copper workspace.
• About 10 minutes.

If your admin has restricted export, ask them to flip the Export permission for your role on the Opportunities object. It's a one-toggle change in Settings → Permissions.

Step-by-step extraction#

1. Log in to Copper at app.copper.com. Make sure you're in the right workspace if you're a member of several.
2. From the top nav, click Pipeline → choose your sales pipeline. [Screenshot: Copper top nav with Pipeline selected]
3. Switch from kanban view to List view using the toggle at the top right.
4. Apply filters from the filter bar above the list:
   • Status → Lost.
   • Pipeline → your sales pipeline (skip recruiting/partner pipelines).
   • Optionally Close Date → Last 3 years.
5. Add the columns you need by clicking the column-picker icon (looks like a slider, top-right of the list). Tick at minimum: Name (the opportunity name), Company, Value, Close Date, Loss Reason, Details / Description, plus any custom fields for competitor or notes. [Screenshot: Copper opportunity list with column picker]
6. Save the filter as Lost deals for Thawly so it's easy to re-run.
7. Click the ⋯ (more actions) menu top-right of the list and choose Export to CSV.
8. In the export dialogue, choose All filtered rows and confirm. Copper generates the file and emails you a download link, usually within a minute. For larger exports, the file lands under Settings → Data → Exports.
9. Download the CSV from the email. Open it in Excel or Google Sheets to sanity-check before uploading.

Field mapping#

Thawly's importer auto-maps any reasonable header. For reference:

• Company → name (used for Companies House matching)
• Value → deal_value (GBP — strip any currency prefix Copper exports)
• Close Date → lost_date
• Loss Reason → lost_reason
• Custom Competitor field → lost_to
• Details / Description + custom long-text note fields → notes

If your Copper setup keeps companies on the parent Account record rather than on each Opportunity, the Company column on the opportunity export still carries the parent account name through. Thawly will match on it the same way.

What to do with the Notes column#

Don't pre-clean. Copper integrates tightly with Gmail, so most teams have rich note threads attached to each opportunity — recent email summaries, meeting notes, the AE's freeform comments. Paste the Details field raw. Thawly's AI summarises long activity logs and extracts structured signals (objection type, decision-maker title, competitor name, budget threshold) on its own.

If you want to bring across the Activities entries from each opportunity (Copper stores call notes and emails as a related-list under Activities), add the Last Activity Note column to your view — it concatenates the most recent activity text into a single cell.

Common gotchas#

• Duplicate companies. Copper allows multiple opportunities against the same Company record (Tewkesbury Group Ltd lost three times across 2024-2025). Thawly de-duplicates on lower-cased company name on import, so duplicate rows are safe.
• Currency mismatches. Copper supports multi-currency on a per-opportunity basis. The Value column is in the opportunity's local currency. Either filter to Currency = GBP before exporting, or drop non-GBP rows in Excel before uploading. Mixing currencies skews Thawly's prioritisation.
• Multi-pipeline issues. Copper lets each team set up multiple pipelines and reuse stage names across them. Filter on Pipeline = your sales pipeline rather than relying on stage names — otherwise renewal "lost" rows or partner-deal "lost" rows leak into the export.
• Stale "won" or "open" deals. Copper's Status field has Open, Won, Lost and Abandoned. Pulling Status = Lost alone is the safe filter. Abandoned is sometimes used for "we never followed up" rather than "lost the deal" — decide whether to include it depending on your team's convention.
• Loss reason is a free-text field by default. Copper lets admins convert it to a picklist; some teams leave it free-text. Either is fine for Thawly's AI — concrete reasons (price, competitor, internal build) produce sharper draft messages, but freeform comments work too.

What happens next#

Drop the CSV at thawly.co.uk/upload. We auto-map the columns, run a Companies House lookup on every Company name and show you a per-row preview before importing.

After import, monitoring runs on the next signal-source pass. The first digest arrives only when there's a real signal — see Reading your digest.

Coming from a different CRM?#

• Migrate from Pipedrive — similar list-view export pattern.
• Migrate from HubSpot — common landing place for teams moving off Copper.
• Migrate from a spreadsheet — if you've already tidied the data in Google Sheets.

For the bigger picture, read Dead deal recovery and Buying signals in B2B sales.