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Importing

Import people, companies, projects, deals, and customizations.

  • Importing Overview
  • Import / Export
  • How do I import contacts into Cloze?
  • How do I prepare my CSV contacts file before I upload it into Cloze?
  • How do I export a CSV template to import my contacts into Cloze?
  • How do I add Custom Fields to contacts I import?
  • How do I add Tags to contacts I import?
  • How do I import my Contactually contacts into Cloze?
  • How do I find my recently imported Contactually contacts?
  • How do I import my iOS or Android contacts?
  • How do I import Projects or Deals into Cloze?
  • How do I import my LinkedIn contacts?
  • How do I prepare my CSV Properties, Projects or Deals file before I upload it into Cloze?
  • How do I prepare my CSV companies file before I upload it into Cloze?
  • How do I import my iCloud contacts?
  • How do I add customers to Projects or Deals I import?
  • How do I add team members to Projects or Deals I import?
  • How do I import Projects with App Links into Cloze?
  • How do I import my DialPad call history into Cloze?
  • How do I import my 8x8 call history into Cloze?
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Categories

  • Settings
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  • Importing and Exporting
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  • Custom Fields
  • Deals, Projects, Properties
  • Delegation
  • Display and Layout
  • Exporting
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  • Importing
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