How do I import contacts into Cloze?

If you'd like help with your import, please email the file to us at support@cloze.com and we can import the file for you.

Step 1: Prepare Your Spreadsheet

How to Prepare Your CSV

Before importing, make sure your file is formatted correctly.

• Use CSV, Excel, or vCard format
• The first row should contain column headers (like First Name, Email)
• Each row = one contact, each column = a field

Tip: Start with a small sample (2–3 contacts) to test your file before importing.

Step 2. Upload and Review Your Data

1.) In your Cloze account:

2.) Scroll down to the Import / Export section, tap on Import, and then upload your spreadsheet.

3.) Once uploaded, Cloze will analyze your file and show a mapping summary.

Here’s what to review:

• Mapped columns – ready to import
• Unmapped columns – need attention
• Invalid values – may cause errors

You can:

• Edit the mapping
• Save your mapping for future imports
• Load a different mapping if needed

Step 3: Import Your Contacts

If Cloze does not detect any issues with the mapping, tap Import and choose one of the following:

• Dry Run (Recommended first)
  • Checks your data without importing
  • Lets you fix any issues
• Import
  • Validates and imports your contacts
  • Provides a file of rejected rows if needed

How to Fix Mapping Issues

• If there’s an issue with your mapping—such as a missing required field—Cloze will display a warning so you can fix it. Tap Edit next to Edit Mapping to review and resolve any issues. Learn how to resolve issues with values.
• If you have unmapped columns, you can use Edit Mapping to assign them to the correct fields in Cloze. Learn how to map unmapped columns.