How do I export a CSV template to import my contacts into Cloze?
Download a customized CSV template from your Cloze account anytime to import contacts, companies, projects, and deals—including all your current Custom Fields.
Whenever you add new Custom Fields, you can generate an updated template. In the template, Custom Field columns begin with “Custom” followed by the field name, and you’ll find them on the far right. Enter the appropriate values in the rows below each Custom Field column.
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.
