Exports
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 use the ... > 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.
Exporting from a Smart View list of Leads
You cannot do an export in Close from a Smart View that has been created using the Contacts tab (a Contacts Smart View). You can only export from a Smart View that was created by adding filters on the Leads tab (a Leads Smart View).
Export Formats
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 (Emails, Calls, SMS messages, Notes, Custom Activities) from Close. You can read a JSON file from any text editor but may need additional tools to format and validate the data.
Common Fields
You can also choose between common fields and all fields on your export. 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
The All fields option includes these common fields as well as address information, activity dates (SMS, email, call, task), and primary opportunity data.
All fields export also includes our Smart Fields, these are calculated fields, like number of emails on a lead. These fields add intelligent context about a lead.
Exporting Opportunities
You can export Opportunities from the Leads search page and the Opportunities List View report. Exporting Opportunities from the leads page will return opportunities that 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 - see more here.
Exporting Contacts
Contacts can be exported from the Leads page, not from the Contacts page. To export you contacts:
Go to Leads in the left navigation.
Use filters to narrow down to the leads you want, or leave it unfiltered to export everything.
Click the ... menu (top right of the leads list) and choose Export.
Set Type to Contacts.
Choose CSV (most common) or JSON.
Choose Fields in current view, Common fields or All fields, then start the export.
You'll receive an email with a download link. The link expires after 7 days.
Receiving your Export
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. Larger exports containing more leads and data may take some time to generate the link.
Exporting other data out of Close.
Close's built-in exporter covers leads, contacts, opportunities, and activities. For data types not included in the default export such as Smart Views,custom fields, phone numbers, templates, and more, you can use the support tools below to download CSV exports directly from your account.
💡All tools on this page require a Close API Key. Go to Settings → Developer → API Keys and click + New API Key to generate one before getting started.
🔍 Export Smart Views
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.
Export Email Messages
Download Email Messages to a CSV file. You can filter by a specific Smart View, date range, and email address.
Export SMS Messages
Download SMS messages to a CSV file. Filter by date range, direction, status, phone numbers, and more
Export Email and SMS Templates
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
Export Phone Numbers
Download all phone numbers from your organisation to a CSV file, including user information, settings, and forwarding details. To also export user details such as names, emails, or user IDs, use the Export Users tool.
Export Notes
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.
Open Tool➡️
Export Custom Fields
Download all custom fields in your Close organisation to a CSV file. You can filter by type to export only specific custom field types.
Export Meetings
Download Meetings to a CSV file. You can filter by a specific Smart View and date range.
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 to organization admins.