Migration from another CRM

Use the 'Import from a CRM' option in the Lead Importer if you need to migrate leads over from an existing CRM. Remember that only Close users with the Admin Role are allowed to initiate migration from an existing CRM. Imports from external CRMs are powered by our partner, Import2. As long as you initialize the import from within Close, then in most cases, there will be no cost to you.

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Close Pro Tip: Initializing the CRM Import

Only one Close user should initialize the CRM import. Do not have multiple people on your team initialize an import. A single user initializing an import from your CRM will move over all of your team's data from your old CRM.

Step 1: To get started, just head over to the Lead Importer page from the toolbar menu.

Import Leads & Data menu itemImport Leads & Data menu item

Import Leads & Data menu item

Then select your CRM from the Which CRM? dropdown and press Go.

Selecting which CRM to import from.Selecting which CRM to import from.

Selecting which CRM to import from.

We currently support automatic imports from the following CRMs into Close:

Act!, Zendesk Sell, Base CRM, Batchbook, Capsule CRM, Contactually, Copper, Highrise, HubSpot, Infusionsoft, Insightly, MS Dynamics, Maximizer, NetSuite CRM, Nimble, Nutshell, Onepage CRM, Pipedrive, PipelineDeals, Pipeliner, Redtail CRM, Salesforce, SalesforceIQ, Saleslogix, Solve, SugarCRM, SuiteCRM, Wealthbox, and Zoho CRM.

If you're currently using a CRM which is not listed above and won't let you easily export everything into a single CSV, contact us at [email protected] and we'll see if we can help.

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Close Product Help: Importing from Salesforce

Due to API limitations set by Salesforce, if you're performing an import from SalesforceIQ, only Accounts and Contacts will be imported into Close. Notes and other Activities are non-transferable.

Step 2: You’ll be directed to connect to your source database.

Connecting to your old CRMConnecting to your old CRM

Connecting to your old CRM

Some CRMs may require you enter an API token. You'll need to find this from the CRM you are importing from. If you need help finding your API token, try reaching out to that CRM's support team.

Once you have connected to your source database, map your fields from your original CRM to the fields in Close. Specific data you may have pertaining to Leads, Contacts, and Opportunities can be added as Custom Fields.

Mapping your fields to Close.Mapping your fields to Close.

Mapping your fields to Close.

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Create your Custom Fields in Close before completing your import.

Head to Settings > Custom Fields in Close and create any Custom Fields that you'll use when mapping your data.

Step 3: Click on “Start Import”. Import2 will execute a sample import of a small section of your data. You'll receive an email notification when this is complete. Depending on the size of your sample import, this could take a few hours.

Starting your import.Starting your import.

Starting your import.

Step 4: You can view the status and monitor the progress and/or any errors for your sample on the import page.

Import status pageImport status page

Import status page

Step 5: Once your sample import is complete, check over the data that was imported into Close to make sure everything was mapped properly. You can also look at the sample records on the Import2 dashboard. After you’ve corrected any errors, initiate the full import from your import page.

If you want to re-do your sample import and change how your data is mapped, select Restart Sample Import from your import page.

Performing full import.Performing full import.

Performing full import.

Step 6: You’ll then be directed to your Close account to confirm that you are ready for the full import to begin.

Confirmation for a full importConfirmation for a full import

Confirmation for a full import

Step 7: Import2 executes the full import and will send you an email notification when it’s complete. You can track the progress on your import page.

Full import in progressFull import in progress

Full import in progress

If you run into any questions, check out Import2's Help Center. You can also reach out to our Support Team at [email protected] and we can help connect you to Import2's Support Team.


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