> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Import Data into Close

> Import your leads into Close from a spreadsheet or another CRM. Upload a CSV or XLS file, map each column to a Close field, and review the results.

Let's get started by importing leads into your Close account.

Which most accurately describes your current situation?

*Please choose one:*

📄 [I track my leads in a spreadsheet](#importing-from-a-spreadsheet)

🔄 [I have been using a different CRM](#migrating-from-another-crm)

😔 [I do not track my leads](#add-leads-manually)

## Importing from a spreadsheet

We've made it easy to import your leads from an existing spreadsheet.

**Lead Importer**

Use the lead importer to upload a CSV or XLS file. Click on your profile (top left), and from the dropdown, choose "Import Data". Ensure the first row in your spreadsheet is a header row (a row containing column names).

**Assign Columns**

After you upload your data, you must assign each column from your spreadsheet to a field in Close. To assign the data from your spreadsheet to the correct fields in Close, select each matching Close destination field.

![Lead importer screen showing spreadsheet columns mapped to Close fields with checkboxes and continue button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/quick-start-importing-leads/lead_import_field_mapping_9a3538.gif)

**Leads Imported?**

In the next step, discover how to utilize Smart Views in Close to accelerate your sales process.

[Go to Quick Start: Smart Views](/v1/docs/creating-smart-views)

> **Need more help?**
>
> Check out our [comprehensive Help Center article](/v1/docs/importing-leads-from-file) on importing leads from a file into your Close account.

---

## Migrating from another CRM

Switching to Close from another CRM? We've got you covered.

**Lead Importer**

Click on your profile (top left), and from the dropdown, choose "Import Data". Then, choose your previous CRM from the dropdown options.

If the CRM you use is not on this list, [contact us](mailto:support@close.com), and we'll be happy to help with the migration.

**Start Import From Your Previous CRM**

You'll be directed to log in to your database. Once connected, click "Start Import".

You can view the status and monitor the progress and/or any errors on the import page.

![Import data into Close form prompting for Pipedrive username and API token with Test Connection button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/quick-start-importing-leads/import_from_pipedrive_b8b13e.png)

**Import into Close**

Once your sample import is complete and you've corrected any errors, you'll want to initiate the full import from your import page. Then click "Perform Full Import" when prompted.

![Migration status page showing sample migration completed with record and error counts.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/quick-start-importing-leads/migration_status_page_9b4c88.png)

**Leads Imported?**

In the next step, discover how to utilize Smart Views in Close to accelerate your sales process.

[Go to Quick Start: Smart Views](/v1/docs/creating-smart-views)

> **Need more help?**
>
> Check out our [comprehensive Help Center article](/v1/docs/migration-from-another-crm) on migrating leads from another CRM into Close.

---

## Add Leads manually

You can easily add Leads one by one.

**Add your first Lead**

Click the '+' button next to Leads in the left menu bar.

![Close CRM sidebar showing Leads menu with tooltip to create a new Lead.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/quick-start-importing-leads/sidebar_leads_menu_a8ecfb.png)

**Add Relevant Info**

Then, add a company and contact name and click "Create Lead".

![Modal dialog prompting for company name and contact name with Cancel and Create Lead buttons.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/getting-started/import-data-into-close/quick-start-importing-leads/new_lead_modal_e9d3f8.png)

**Leads Imported?**

In the next step, discover how to utilize Smart Views in Close to accelerate your sales process.

[Go to Quick Start: Smart Views](/v1/docs/creating-smart-views)

## Reverting an Import

Things didn't go according to plan? Just visit the **Import Data** page and select **Undo**. Read more in the section found [here](/getting-started/import-data-into-close/importing-leads-from-file#reverting-an-import).

> **Need more help?**
>
> Check out our [comprehensive Help Center article](/v1/docs/docs/other-ways-to-get-your-data-into-closeio) on other ways to bring your data into Close.