Import, export & exit — found from sitemap — Close

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Facts read from this source

• Export types Report an error

  “You need to choose which type of export you want (Leads, Contacts, or Opportunities), the format (CSV or JSON file), and then whether you need common fields or all fields.”

• Json activities export Report an error

  “JSON is the best file format for doing large-scale exports from Close and it’s the only format you can use to export all Activities (Emails, Calls, SMS messages, Notes, Custom Activities) from Close.”

• Export link expiry days Report an error

  “Once the export is ready, you will receive an email containing your link to download the exported data. For your privacy, this link will expire automatically after 7 days.”

• Smart view contacts restriction Report an error

  “You cannot do an export in Close from a Smart View that has been created using the Contacts tab (a Contacts Smart View).”

• Opportunities export locations Report an error

  “You can export Opportunities from the Leads search page and the Opportunities List View report.”

• Common fields list Report an error

  “Common fields include the most commonly used fields in Close: ID Lead Name Display Name Description URL Status ID Status Label Primary Contact Name Primary Contact Title Primary Contact Emails Primary Contact Phone Primary Contact URLs All Custom Fields”

• All fields contents Report an error

  “The All fields option includes these common fields as well as address information, activity dates (SMS, email, call, task), and primary opportunity data.”

• Smart fields included Report an error

  “All fields export also includes our Smart Fields, these are calculated fields, like number of emails on a lead.”

• Builtin export coverage Report an error

  “Close’s built-in exporter covers leads, contacts, opportunities, and activities.”

• Export tools require API key Report an error

  “All tools on this page require a Close API Key.”

• Smart views export tool Report an error

  “Export all Smart Views in your Close account to a CSV file. Includes all private and shared Smart Views, but not private Smart Views belonging to other users.”

• Sms messages export tool Report an error

  “Download SMS messages to a CSV file. Filter by date range, direction, status, phone numbers, and more”

• Templates export tool Report an error

  “Download all email and SMS templates from your Close account to a CSV file. Includes all private and shared templates, but not private templates belonging to other users”

• Notes export tool Report an error

  “Download all lead notes to a CSV file. You can filter by a lead Smart View to export notes from a specific group of leads only.”

• Custom fields export tool Report an error

  “Download all custom fields in your Close organisation to a CSV file. You can filter by type to export only specific custom field types.”

• Meetings export tool Report an error

  “Download Meetings to a CSV file. You can filter by a specific Smart View and date range.”

• Event log API history days Report an error

  “The Event Log API allows you to access these events up to 30 days back in history.”

• API available Report an error

  “You can also use our API to pull data from the platform - review our documentation here.”