Import / Export
Using Cloze on the web (cloze.com) you can import and export contacts, companies, and deals from your computer.
- Importing
- Exporting
Please see below for instructions on both importing and exporting.
Importing
Cloze currently supports three importing formats:
- Outlook CSV (comma separated value - .csv files)
- Microsoft Excel (.xslx files)
- vCard (.vcf files)
- All upload records (each row) must contain at least one of the following:
- a non-bulk email address or
- a mobile phone number or
- a name and phone number
- a name and complete delivery postal address
- street number and name or post office box number and secondary descriptor and number (e.g., suite or apartment number, floor) if needed.
- city and state
- postal code
- country
- After you've prepared your CSV or Excel file, upload a small sample file of 2-3 rows of contact information to make sure everything is imported as expected.
- Contact support by clicking on the orange "Help and Feedback" button below if you have questions, before you upload.
1.) Tap on More (...) in the lower left of your screen on cloze.com.
2.) Tap on Settings.
3.) Scroll down to the Import / Export section and click on Import to expand the section.
4.) Tap on the Import button to navigate the prepared file you wish to import.
5.) Review or edit the mapping and import it when ready.
On the next screen, Cloze will present a summary of the import
Mapping Summary
- Mapped columns - click here to review columns that are mapped and ready to import
- Good or bad values - click here to review columns with bad values
- Unmapped columns - click here to review columns that are not mapped for import
Customize Mapping
- Get help - reach out to support team for assistance
- Edit mapping - make changes to the mapping
- Use a different mapping - load another mapping
- Save current mapping - save a mapping for use in the future
6.) Click on the import button select the import type.
- Dry Run: runs a validation only - this option lets you download and review any rejected records before you import your file. You can also make adjustments to the mapping before your import.
- Import: validates and imports the records - this option imports the file based on your mapping. You can download any rejected records after the valid records import.
Exporting
You can export:
- People
- Companies
- Deals (or Projects, Properties, etc..)
Optionally you can select a specific Cloze Stage, Segment, or Audience) in an Excel or .CSV format.
Please follow these instructions on how to export your contacts (or companies or deals).
1.) Tap on More (...) in the lower left of your screen on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Settings menu to the Import / Export section and click on Export to expand the section. Then click on the Export button and select the contacts you wish to export.
You can export...
- Audiences (all of your contacts or focused groups of contacts that you have defined)
- Stages (Lead, potential, active, inactive/past or Lost)
- Segments (customers, buyers, sellers, partners, suppliers, etc..)
Select the Export Format
Select the Type you wish to export
