How do I prepare my CSV Properties, Projects or Deals file before I upload it into Cloze?

Once you have prepared your CSV file, you can import your file yourself or you can send us your spreadsheet at support@cloze.com and we can help.

Importing Formats

Excel - The first tab/worksheet will be used for import. All other tabs/worksheets will not be imported. If you have multiple tabs/worksheets, please save each one as its own import file.
CSV - For best results, save your file in UTF-8 format. You can import contacts from a CSV in Microsoft Outlook’s export format without extra mapping. If your file comes from another system, review each column header first to ensure it matches the equivalent field name in Cloze.

Importing Tips

We recommend exporting a template out of your Cloze account to help guide you. This template will be customized to your account and include any Custom Fields you have added to Cloze.
The first row of your spreadsheet must contain the column headers (e.g., Name, Stage, Segment). Remove any extra rows above these labels.
All upload records (each row) must contain at least
- an App ID and App Unique ID combination, or
- an involved person's email address (e.g. client's email address)
Add App Links to add a shortcut back to other systems from Cloze. App Links also enable you to re-import the same file again without creating duplicates.

Before you import your Projects you'll need to prepare your CSV spreadsheet.

In this example below the spreadsheet has several column headings that need to be mapped to the equivalent name in Cloze before the spreadsheet can be imported.

Example of column headers being renamed to match fields in Cloze

App ID, App Unique ID, App Links

In most real estate platforms, an app link for a property is just a URL that points directly to that property’s details page on the agent’s or brokerage’s website.

In this example, we see the App ID as the domain of your website and the App Unique ID as the MLS ID or internal ID used by your website. Sometimes the property address is also included in the URL, which is also included in the example below.

Examples of an App ID, App Unique IDs, App Links

2.) With the updated column names, the spreadsheet is now ready to be imported into Cloze.

We recommend uploading a small sample file of 2-3 rows of contact information to make sure everything imports as expected.