How do I update a Person property through CSV import?

Last updated: November 12, 2026

When updating a Person property, such as Sales Rep, Project Manager, or Owner, the CSV must contain the email address associated with the user's Coperniq account, rather than their name.

To update a Person property:

  1. Add a column to your CSV for the property you want to update, such as Sales Rep.

  2. Enter the user's email address registered in Coperniq.

  3. Go to Company Settings → Import Records and upload your CSV.

  4. Map the column to the matching Person property.

  5. Complete the import and verify the changes.

Example:

Project

Sales Rep

Sample Project

rep@company.com

The importer uses the email address to identify the correct Coperniq user and update the property.

Still having trouble? Contact Coperniq Support through the green chat bubble or at support@coperniq.io.

Related article: How to Import CSV Files