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 a 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.

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. Then select your CRM from the "Which CRM?" dropdown.

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

Act!, Base CRM, Batchbook, Capsule CRM, Highrise, HubSpot, Infusionsoft, Insightly, MS Dynamics, Maximizer, NetSuite CRM, Nimble, Nutshell, Onepage, Pipedrive, PipelineDeals, Pipeliner, Redtail CRM, Salesforce, SalesforceIQ*, Saleslogix, Solve, SugarCRM, 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 and we'll see if we can help.

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.

Step 3: Click on “Start Import” and Import2 executes the sample import and sends an email notification when it’s complete.

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

Step 5: Once your sample import is complete and you’ve corrected any errors, you’ll want to initiate the full import from your import page.

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

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.

Updated about a year ago

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