Within your Cloze account you can download a CSV template that can be used for importing your contacts, companies, projects and deals.
The best way to create a custom template for your account is to export it from your Cloze account. 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 More (...) in the lower left of your screen on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Import / Export section and click on Import to expand the section.
Click on the template link for contacts, companies or projects/deals.