How do I export a CSV template to import my contacts into Cloze?
Within your Cloze account, you can download a CSV template that can be used for importing your contacts, companies, projects, and deals. This template will be customized to your account and include any Custom Fields you have added to Cloze. Any time you add Custom Fields to Cloze, you can generate the template.
Each Custom Field column will start with the word "Custom" followed by the field name. You can then include the value in each cell in the rows below. You will see these columns in the far right of your Cloze import template.
Click on the links below to download a customized template for your account:
- Cloze CSV Import Contacts template
- Cloze CSV Import Companies template
- Cloze CSV Projects, Deals template
1.) Tap on the More Options menu (...) and select Settings.
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Scroll down to the Import / Export section and click on Import to expand the section.
3.) Tap on the Get button next to the import template you wish to use.
