Import your data into Close CRM (from CSV file & other CRM)

Published 12 May 2020

Description

Import data into Close CRM using Import2 Wizard. Choose whether you wish to take data from a CSV, or import directly from another app.

1. Connect your Close CRM account

2. Select either App to App import or CSV import

3. Map the fields you wish to include in the import

4. Start the import and see the data within Close CRM

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Move data directly between your business apps
Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. Learn more