Import, export & exit — found from sitemap — Close

Cited by

Facts read from this source

• Lead importer formats Report an error

  “Using the Lead Importer, you can import (and update) Leads from a CSV or XLSX/XLS (Excel format) file or perform a one-time data migration from an old CRM product/service.”

• Import methods Report an error

  “Upload via CSV by browsing that file on your computer Dragging and dropping a file onto the Lead Importer’s landing page Copy and paste directly from your spreadsheet”

• Import size limit Report an error

  “There is a limit of 15MB per .csv upload. Larger .csv files will need to be broken down and uploaded separately.”

• Import field assignment Report an error

  “After you finish uploading your data, you must assign each column from your spreadsheet to a field in Close. In some cases, Close will recognize your column name and do the work for you.”

• Import custom field autocreate Report an error

  “If you choose to map a column to a Custom Field suggestion, Close will automatically create that new Custom Field when you start your import. These Custom Fields will be created as a “Text” type, but you can change that later in the Customizations settings.”

• Import contact grouping Report an error

  “If you have contacts or addresses belonging to the same lead in multiple rows, you can group them together based on any column in your spreadsheet.”

• Import contact merging rule Report an error

  “If your Grouped Contacts have different names but the same email or phone number, they will be merged into a single Contact by our importer.”

• Import duplicate detection Report an error

  “The Lead Importer can check for existing leads, so you can prevent duplicates and update leads that are already in Close.”

• Import match actions Report an error

  “Only add the missing information. (Information will only be added to blank fields.) Replace the existing lead information entirely. (Note: this rewrites the lead data and cannot be undone .) Skip the lead. (After the import, you’ll get a spreadsheet with all your skipped leads for review.)”

• Import nonmatch actions Report an error

  “Create new leads. (Recommended if you want to import and update from the same spreadsheet.) Skip new leads. (Recommended if you are trying to only update, rather than an import.)”

• Import summary reports Report an error

  “When the import finishes, the summary page shows how many Leads were created, how many were skipped, and how many failed validation.”

• Import undo Report an error

  “Undo the import, deleting all of the Leads it created.”

• Import error CSV download Report an error

  “Download a CSV containing all of the rows that failed validation (e.g. because it contained invalid phone numbers, emails, etc.)”

• Import error CSV retention Report an error

  “The CSVs of skipped and failed Leads are only available for 30 days from the time of the import.”

• Import revert permissions Report an error

  “Only users with the “Bulk Delete” permission can revert imports.”

• Import revert limitation Report an error

  “If changes have been made to Leads since they were imported, they will not be reverted.”

• Import CRM revert via support Report an error

  “If you would like to revert an import you created using our “Import from a CRM” feature, please email us at support@close.com.”

• Import date format Report an error

  “Use the yyyy-mm-dd (year-month-day) format for date-type custom fields”

• Import phone format Report an error

  “Use + country code prefix when importing phone numbers to ensure the correct dial code is added in.”

• Import field error scanning Report an error

  “When you assign fields, Close will automatically scan for errors and allow you to review and fix the errors directly in the importer.”

1 fact read from this page is not shown because it could not be confirmed on the page as captured.