How do I add Custom Fields to contacts I import? | Cloze, Inc.

How do I add Custom Fields to contacts I import?

Custom Fields are available in all Stages of a single Segment. Examples include Type, Role, Department, Lead Source and any others you create. Cloze offers custom fields to help your further classify your People, Companies and Projects (or Deals). When enabled, custom fields appear in the Relationship section for People and Companies and in the Project (or Deal) Status section. 

Custom Fields are also shared with your team members if you are using Cloze Business.  Please read more about Custom Fields here

You can import contacts using a CSV (comma separated value) file. When you import your file you can also include Custom Fields. Behind the scenes Custom Fields are also keywords. You will be using the keyword columns to import your Custom Fields. 

1.) Enable Custom Fields in Settings

Please follow these instructions to navigate to the Customize section of settings to enable Custom Fields

2.) Prepare your import file

Custom Fields are imported as Keywords. Each Custom Field can have several values.

For example a Custom Field called "Lead Source" could have six values:

  1. Advertisement
  2. Website
  3. Trade Show
  4. Referral
  5. PR
  6. Facebook

To import these values you will add a prefix before the value in each row:

  1. lead-source: Advertisement
  2. lead-source: Website
  3. lead-source: Trade Show
  4. lead-source: Referral
  5. lead-source: PR
  6. lead-source: Facebook

Add new columns to your spreadsheet to accommodate your Custom Fields. You can add up to keyword 20 columns.

In this example the spreadsheet has several column headings that have been mapped to the equivalent name in Cloze so this CSV file can be imported. You will need to check and change each column of your original file to make sure it matches the appropriate import field in Cloze.

Importing Tips

  • All upload records (each row) must contain at least: 
    • an email address or
    • a mobile phone number or 
    • a name and phone number
  • After you've prepared your CSV, upload a small sample file of 2-3 rows of contact information to make sure everything imported as expected.
  • Contact support by clicking on the orange "Help and Feedback" button below if you have questions, before you upload.

 

3.) Import your file into Cloze

If your import file is from another system you will need to check each column header first. Please follow the instructions above. 

1.) Tap on More (...) in the lower left of your screen on cloze.com.

 

2.) Tap on Settings

 

3.) Scroll down to Import / Export and click to expand the section. 

Click on the Add Files button to navigate your prepared file you wish to import. 

Before you upload please make sure all of your columns have been properly mapped to Cloze equivalents.  

 

4.) Then click on the Start Import button to import your contacts.

 

You will see your new keywords on each profile.

On the People screen you can now filter by your newly imported Custom Fields.