How do I import Projects or Deals into Cloze?

Using Cloze on the web ( you can import Deals or Projects from other tools.

Cloze currently supports importing CSV (comma separated value) files. Please visit this page for a list of all column header fields available to map your information to in Cloze. 

  Importing Tips

1.) Tap on More (...) in the lower left of your screen on

2.) Tap on Settings

3.) Scroll down to Import Contacts and click to expand the section. 

Click on the Add Files button to navigate your prepared file you wish to import. 

Before you upload please make sure all of your columns have been properly mapped to Cloze equivalents.  


4.) 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

5.) 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. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.