Importing Other Data into Close

Close’s native lead importer handles most standard data, but if you need to bring in notes, tasks, or call activities that aren’t supported by the built-in importer, you can use the support tools below. Each tool accepts a CSV file and maps your data to the correct records in Close.

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.

Importing Notes

Notes in Close are free-form text entries attached to a lead, used to log context, research, or any information your team needs to reference later. If you have historical notes stored outside of Close, for example in a spreadsheet, you can bulk import them against the right leads using this tool.

Each row in your CSV will create one note on the matched lead. You can download an example CSV inside the tool.

Import Notes

Attach Notes to your leads.

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CSV Column Reference

Your CSV must include one lead-matching column, one note text column, and optionally columns to set the user and date.

Column	Description
Lead matching ( include at least one)
`lead_id`	Close lead ID
`lead_name`	Lead name
`email_address`	Contact email address
`phone_number`	Contact phone number — include the `+` prefix and country code, e.g. `+18334625673`
Note text ( include at least one)
`note`	Note in plain-text format, e.g. `This is a note.`
`note_html`	Note in HTML format, e.g. `<body>` `This is a` `bold` `note.` `</body>`
Optional columns
`user`	Note creator — accepts name, email, user ID, or a custom field such as `custom.Lead Owner`. If omitted, the note is created by the user running the import.
`date_created`	Date the note was created, in `YYYY-MM-DD` or `YYYY-MM-DD HH:mm` format. If omitted, today’s date is used.

Importing Tasks

Tasks in Close are action items or reminders assigned to a user and tied to a lead. They help your team track follow-ups, callbacks, or any activity that needs to happen by a specific date. Use this tool to bulk import tasks from an external source so nothing gets missed.

Import Tasks

Create tasks on leads from a CSV file.

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CSV Column Reference

Your CSV must include one lead-matching column, the task text, and optionally a due date and assignee.

Column	Description
Lead matching (include at least one)
`lead_id`	Close lead ID
`lead_name`	Lead name
`email_address`	Contact email address
`phone_number`	Contact phone number — include the `+` prefix and country code, e.g. `+18334625673`
Task fields
`text`	Task description text
`date`	Task due date in `YYYY-MM-DD` or `YYYY-MM-DD HH:mm` format. If omitted, today’s date is used.
`user`	Task assignee — accepts name, email, user ID, or a custom field such as `custom.Lead Owner`. If omitted, the task is assigned to the user running the import.

Importing Calls

Call activities in Close represent individual phone call records on a lead including details like who made the call, when it happened, its duration, direction, and any notes logged during or after the call. If you have call history from an external phone system or a previous CRM, this tool lets you import those records into Close so your lead timeline stays complete.

Import Calls

Create or update call activities from a CSV file.

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Creating New call activities

Use this CSV format when importing call records that don’t yet exist in Close.

Column	Description
`local_phone`	Phone number of the Close user
`remote_phone`	Phone number of the lead or contact
Lead identifier ( include at least one)
`lead_id`	Close lead ID
`lead_name`	Lead name
`lead_email`	Lead email address
`lead_phone`	Lead phone number
Contact identifier ( include at least one )
`contact_id`	Close contact ID
`contact_name`	Contact name
`contact_email`	Contact email address
`contact_phone`	Contact phone number
Call properties ( include at least one)
`note` / `note_html`	Call note in plain text or HTML format
`user`	Close user who made the call
`date_created`	Date of the call in `YYYY-MM-DD` or `YYYY-MM-DD HH:mm` format
`status`	Call status, e.g. `completed`, `no-answer`
`direction`	Call direction: `inbound` or `outbound`
`duration`	Call duration in seconds

Updating existing call activities

Use this CSV format when you need to edit properties on call activities that already exist in Close.

Column	Description
`id`	The Call Activity identifier in Close
`note` / `note_html`	Updated call note in plain text or HTML format
`duration`	Updated call duration in seconds

Fixing Incorrect phone number dial codes

When importing contacts into Close, phone numbers must include the international dial code with a + prefix (e.g. +1 for the US, +44 for the UK). If the country code is missing, Close will default to the country set under Settings → Account for your the user who imports the data.

If you’ve already imported contacts with the wrong dial code, you don’t need to re-import your data. Use the Update Dial Code support tool to correct them in bulk.

This tool updates phone numbers in bulk for all contacts in the selected Smart View. We recommend creating a targeted Smart View filtered to only the affected contacts before running it.

Update Dial Code

Bulk update phone number dial codes for contacts in a Smart View.

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Useful Links

Importing Leads from a CSV

Using Smartviews

Quick Start:Importing Leads into Close