CRM · Import Guide
How to Import Your Agent List into Close
Close is a sales-team CRM with built-in calling and email. Its Lead Importer accepts CSV and Excel files, maps columns to lead and contact fields, and — usefully for a big list — runs a sample import first so you can catch mapping mistakes before committing.
Official Close import documentationBefore You Start
- A Close account with permission to import data
- Your USAgentLeads CSV (a header row is required — included by default)
- Any custom fields (like State) created in Close settings beforehand
Step-by-Step
- 1
Open the Lead Importer
Click your name in the upper right of Close and choose 'Import data'. Drag and drop the CSV onto the importer or browse to it.
- 2
Create a State custom field first (if needed)
Close maps columns only to existing fields — custom fields must be created in Settings before the import. Add a 'State' lead custom field if you don't have one.
- 3
Map the columns
Assign each CSV column to a Close field: name → Contact Name, email → Contact Email, phone → Contact Phone, state → your State custom field.
- 4
Run the sample import
Close first imports a small sample. Open a few sample leads and confirm names, emails, and the state field landed correctly.
- 5
Perform the full import
Back on the import page, click 'Perform Full Import'. When it finishes, the summary shows how many leads were created, skipped, or failed validation.
Field Mapping Reference
| Our CSV Column | Close Field | Note |
|---|---|---|
| name | Contact Name | Close accepts full names on contacts |
| Contact Email | — | |
| phone | Contact Phone | — |
| state | Lead custom field (create first) | — |
Tips for Better Results
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Get the Agent ListFrequently Asked Questions
CSV or Excel — which should I upload?
Close accepts both .csv and .xlsx. The USAgentLeads file is CSV already; upload it as-is unless you've been editing in Excel, in which case either format works.
What happens to rows that fail validation?
The post-import summary reports created, skipped, and failed counts. Failures are typically malformed emails; you can export the failures, fix them, and re-import just those rows.