We believe that you shouldn't be held captive by your own data. That's why we've made it extremely easy to export all or just part of your data in Close.
Anytime you are looking at leads in Search, you can see an 'Export' button. Clicking it will let you choose a type and a format of the exported data. You can export all of your leads or first narrow down your search results by using a search query. 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.
Which Export Format to Choose?
CSV format is the most commonly used export format and is best used for exports when you don't need to export activity data from Close. CSV files can be opened in excel or google sheets for data manipulation.
JSON is a less compact file format and it shows hierarchical and other relational data. 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 from Close. You can read a JSON file from any text editor, but may need additional tools to format and validate the data.
You can also choose between common fields and all fields on your export. Common fields include the most commonly used fields in Close:
- Lead Name
- Display Name
- Status ID
- Status Label
- Primary Contact Name
- Primary Contact Title
- Primary Contact Emails
- Primary Contact Phone
- Primary Contact
- All Custom Fields
The 'All fields' option includes these common fields as well as address information, activity dates (SMS, email, call, task), and primary opportunity data.
Opportunities Export Options
You can export Opportunities from the Leads search page and the Opportunities report. Exporting Opportunities from the leads page will return opportunities which belong to Leads matching the given search criteria. However, if you want to export Opportunities based on more granular filters that match the Opportunities themselves (and not the Leads they belong to), use the "Export" button from the Opportunities page after choosing the filters you'd like from the top of the Report page.
Using the Close API to Export Data
You can also use our API to pull data from the platform. Review our documentation here. One helpful API endpoint is the Event Log API, which logs most actions in Close that change an object. For example, creating a Lead, sending an Email, or deleting a Note will create an Event Log entry. The Event Log API allows you to access these events up to 30 days back in history. For privacy reasons, certain fields are only visible for organization admins.
Updated 6 days ago