Knowledge base | Cloze, Inc.

How do I prepare my CSV contacts file before I upload it into Cloze?

You can import contacts using a CSV (comma separated value) in Microsoft Outlook's export format without any additional mapping of column headers, but if your import file is from another system you will need to check each column header first. Please see the instructions and column header names below. 

Importing Tips

  • Check all columns in your original CSV and make any necessary to changes to map them to their equivalent name in Cloze following the instructions below
  • All upload records (each row) must contain at least 
    • an email address or 
    • 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
  • Add a List column to your CSV to import directly to a List in Cloze.

Before you import your contacts you'll need to prepare your CSV spreadsheet. 

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

Scroll down this page for complete list of all column header fields available to map your information to in Cloze.

With the updated column names the CSV file is now ready to be imported into Cloze.

Here is a complete list of Column Headers available for your import CSV. Not all are required, but are included to provide flexibility. 

CLOZE RELATIONSHIP TYPES

Stage

  • Not yet qualified (you may also label a column "Lead" and this will update the "Not Yet Qualified" Stage in Cloze)
  • Potential
  • Active
  • inactive

Segment 
This sets who the person is to you. For example, a customer, a partner, a supplier, an adviser, or any number of customizable segments.

Next Step
Next Steps are customizable and should exactly match what you have created in Settings. Please read more about creating Next Steps here.  

List

You may import up to 10 list names on a single import

  • List
  • List 2
  • List 3
  • List 4
  • List 5
  • List 6
  • List 7
  • List 8
  • List 9
  • List 10 

Keywords
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 where you may end up with too many custom Cloze Lists.

  • Keywords - your keywords can be separated by commas or spaces. When importing Keywords please separate each keyword by a comma and replace extra characters and spaces with a dash. Other characters such as periods, slashes, ampersand etc will be replaced with a space and create two keywords. 
  • Keyword - please note the singular option for this column. Words in this column will be added as a single keyword. For example if you use: "trade show lead" in your import CSV, the keyword will be converted to "trade-show-lead"
  • Keyword 2, Keyword 3, Keyword 4, etc... - additional columns can be added for mapping additional keywords in your import file.

Please read more about creating and searching with Keywords here.


Note: For importing directly into the above Cloze Relationship types (Stage, Segment, Next Steps, Keywords and Lists) please read "Can I import my contacts directly into an existing or new Cloze List? Or set Relationship Type?". 


CONTACT INFORMATION

first name 
last name 
suffix 
birthday 
name
title
job title 
department  

company
notes 
web page 

business address 1 
business address 2 
business street 
business pobox 
business suite 
business city 
business state 
business zip 
business zipcode
business postal code 
business country 

home address 1
home address 2
home street 
home pobox 
home suite 
home city 
home state 
home zip 
home zipcode 
home postal code 
home country 

other address 1 
other address 2 
other street 
other pobox 
other suite 
other city 
other state
other zip 
other zipcode 
other postal code
other country 

address 1 
address 2 
street 
pobox 
suite 
city 
state 
zip 
zipcode 
postal code 
country 

email 
email address
e-mail address 
e-mail 1 address
e-mail 2 address 
e-mail 3 address 
e-mail 4 address 
e-mail 5 address 
e-mail 6 address 
e-mail 7 address 
e-mail 8 address 
e-mail 9 address 
e-mail 10 address 

business fax 
business phone 
business phone 2 
company main phone 

mobile 
mobile phone 
mobile phone 2 

home fax 
other fax

home phone 
home phone 2 

phone 

other phone 
other 
phone 2 

pager 
primary phone 
tty/tdd phone 
telex 
callback
car phone