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

# Getting Started

## Docs

- [Close Onboarding](https://help.close.com/getting-started/onboarding-checklist-start-here.md): Set up Close step by step with interactive demos and videos. Define your sales process, connect your email, import leads, and configure your pipeline.
- [Connect your Email and Calendar](https://help.close.com/getting-started/connect-your-email.md): Close connects and sends from your own email server using SMTP and IMAP.
- [Close Mobile App](https://help.close.com/getting-started/close-mobile-app.md): Download the Close mobile app for iPhone, iPad, and Android. Call, email, and text Leads, work your Inbox, and add tasks, notes, and opportunities.
- [Desktop App](https://help.close.com/getting-started/desktop-app.md): Download the Close desktop app for Mac and Windows.
- [Import Data into Close](https://help.close.com/getting-started/import-data-into-close.md): 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.
- [Other ways to get your data into Close](https://help.close.com/getting-started/import-data-into-close/other-ways-to-get-your-data-into-close.md): Add leads to Close without a spreadsheet: detect contacts from email, create them from Calendly bookings, forward emails, add manually, or use the API.
- [Migration from another CRM](https://help.close.com/getting-started/import-data-into-close/migration-from-another-crm.md): Add leads to Close without a spreadsheet: detect contacts from email, create them from Calendly bookings, forward emails, add manually, or use the API.
- [Migration from Pipedrive](https://help.close.com/getting-started/import-data-into-close/migration-from-pipedrive.md): Move your data from Pipedrive to Close. Export Leads, Deals, Organizations, People, Activities, and Notes as CSV files and send them to Close Support.
- [Importing Leads and Contacts from a file](https://help.close.com/getting-started/import-data-into-close/importing-leads-from-file.md): Import Leads and Contacts into Close from a CSV or Excel file. Format your file, map columns to Close fields, and create or update Leads in bulk.
- [Importing Opportunities from a file](https://help.close.com/getting-started/import-data-into-close/importing-opportunities-from-a-file.md): Import Opportunities into Close from a CSV or Excel file. Include a column that identifies each Lead, plus Opportunity fields like Status and Value.
- [Importing Other Data into Close](https://help.close.com/getting-started/import-data-into-close/importing-other-data-into-close.md): Bulk import notes, tasks, and call activities into Close from a CSV file using support tools and an API key, for data the Lead Importer doesn't handle.
- [Updating existing Leads and Contacts](https://help.close.com/getting-started/import-data-into-close/updating-existing-leads-and-contacts.md): Update existing Leads and Contacts with the Close Lead Importer. Pick a comparison field and choose how the importer handles matched and new rows.
- [Finding and Merging Duplicates](https://help.close.com/getting-started/import-data-into-close/finding-and-merging-duplicates.md): Find duplicate leads in Close with a support tool that generates a duplicates report, then request a free one-time merge from the Close Support team.
- [Avoiding Lead Duplicates](https://help.close.com/getting-started/import-data-into-close/avoiding-lead-duplicates.md): Prevent duplicate leads when you import into Close. Group related rows within your file and check each row against Leads that already exist in Close.
- [Steps To Import Your Data Successfully](https://help.close.com/getting-started/import-data-into-close/steps-to-uploading-leads-into-close.md): Tips and common mistakes for importing data into Close: standard vs. custom fields, choosing the right data type, and what to check before you import.