Migration from another CRM

      Migration from another CRM

        Article summary

        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. 

        Our partner, Import2, powers imports from external CRMs. 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 and press Go.

        Selecting which CRM to import from.

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

        Act!, ActiveCampaign, Agile CRM, Attio, Capsule CRM, Copper, Firmao, Fow CRM, GoHighLevel, Highrise, HubSpot CRM, Insightly, Keap, Less Annoying CRM, MS Dynamics, Nimble, Nutshell, Onepage CRM, Pipedrive, PipelineDeals, Redtail CRM, Salesforce, Streak, Sugar CRM, SuiteCRM, Wealthbox, Zendesk Sell, and Zoho CRM.

        If you're currently using a CRM that is not listed above and won't let you easily export everything into a single CSV, contact us at support@close.com and let us know how 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.

        Some CRMs may require you to 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. Some CRMs will just allow you to connect by logging in and clicking to connect.

        Your Close API Key will be created and added automatically by the system.

        Step 3: Once you have connected to your source database, you will be prompted to start a sample migration.

        Specific data you may have pertaining to Leads, Contacts, and Opportunities can be added as Custom Fields. Your Opportunities (Deals) Pipelines and all their Statuses can also be created in the "Customizations" settings.

        Custom Fields can be created here, and you can map to your Custom Fields from the "Customizations" tab. Add and adjust your mappings as needed.

        Click on “Start Sample Migration”, and 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.

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

        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 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 progress

        If you run into any questions, check out Import2's Help Center.

        You can also reach out to our Support Team at support@close.com, and we can help connect you to Import2's Support Team.