How do I import contacts into Cloze?
Using Cloze on the web (cloze.com) you can import contacts from your computer.
Cloze currently supports three importing formats:
- Outlook CSV (comma separated value - .csv files in Outlook format). Please visit this page for a list of all column header fields available to map your information to in Cloze.
- Microsoft Excel
- vCard (.vcf files)
Importing Tips
- All upload records (each row) must contain at least one of the following:
- a non-bulk email address
- a mobile phone number
- 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 tapping on the red Help button below if you have questions, before you upload.
- Add Tags to the file you import
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.
After you tap on the import button you will see two options:
- 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.
