Import Data Into Close: Overview

Let's get started by importing leads into your Close account.

Which most accurately describes your current situation?

Please choose one:

Importing from a spreadsheet

We've made it easy to import your leads from an existing spreadsheet.

Lead Importer
Use the lead importer to upload a CSV or XLS file. Click on your profile (top left) and from the dropdown choose “Import Leads & Data”. Make sure the first row in your spreadsheet is a header row (i.e. a row containing column names).

Assign Columns

After you finish uploading your data, you’ll need to assign each column from your spreadsheet to a field in Close. To assign the data from your spreadsheet to the right fields in Close, use the dropdown under "This column will be assigned to". The field will turn from blue to green once you've mapped a spreadsheet column to a field.

Assign columns to the correct fields in Close

Leads imported?
In the next step, discover how to utilize Smart Views in Close to accelerate your sales process.

Go to Quick Start: Smart Views >>

Migrating from another CRM

Switching to Close from another CRM?
 We’ve got you covered.

Lead Importer
Click on your profile (top left) and from the dropdown choose “Import Leads & Data”. Then, choose your previous CRM from the dropdown options.

If the CRM you use is not on this list, get in touch with us and we'll be happy to help with the migration.

Start Import From Your Previous CRM

You’ll be directed to login to your database. Once connected, click “Start Import”.

You can view the status and monitor the progress and/or any errors on the import page.

Import into Close

Once your sample import is complete and you’ve corrected any errors, you’ll want to initiate the full import from your import page. Then click "Perform Full Import” when prompted.

Leads imported?

In the next step, discover how to utilize Smart Views in Close to accelerate your sales process.

Go to Quick Start: Smart Views >>

Add Leads manually

You can easily add Leads one-by-one.

Add Your First Lead
In the left menu bar, click the ‘+’ button next to Leads.

Add Relevant Info

Then, add a company and contact name and click “Create Lead”.

Leads imported?

In the next step, discover how to utilize Smart Views in Close to accelerate your sales process.

Go to Quick Start: Smart Views >>

Reverting an Import

Things didn't go according to plan? Just visit the Import Leads & Data page and select Undo. Read more in the section found here.