Knowledge base | Cloze, Inc.

How do I add keywords to contacts I import?

Keywords are like tags and allow you organize people, projects deals or companies. Keywords are helpful when you are trying to organize your contacts across many traits or characteristics and want to share this organization with your team on Cloze.

Learn more about keywords here.

You can import contacts using a CSV (comma separated value) file. When you import your file you can also include keywords. 

1.) Prepare your import file

Add new columns to your spreadsheet to accommodate your keywords. 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.

 

2.) 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 search by your newly imported keywords.