How do I import my Contactually contacts into Cloze?
Import your Contactually CSV file without any changes required.
Cloze includes a pre-build mapping to ensure your Contactually export file imports into Cloze without any work on your part. Using Cloze on the web (cloze.com) you can import your Contactually contacts (in .csv, Excel, or .zip file formats) from your computer.
There is no work required on your part. It is a simple two-step process:
- Simply export your contacts out of Contactually: Here are step-by-step instructions from Contactually.
- And then import the .csv file into Cloze (please see below for details).
TIP ➜ The Contactually export .csv file or .zip file will import into Cloze without any changes required.
- Buckets:
- Cloze will automatically map default Contactually Buckets to the equivalent in Cloze.
- All buckets will also automatically be set with an equivalent tag in Cloze.
- Tags: Contactually Tags will map automatically to Cloze Tags.
- Contact information: Other details like name, title, phone numbers, email addresses, postal addresses, and more are also imported.
GET HELP ➜ Contact support by clicking on the red "Contact Support" button below if you have questions, before you upload. Or email us at support@cloze.com.
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.
4.) Tap on the Import button to navigate the Contactually export file you wish to import into Cloze.
5.) Cloze will detect the Contactually export file. Tap the Use Mapping button.
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
6.) Click on the import button select the import type.
- 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.
You are done!
Cloze will take care of the rest for you.
- You’ll get a notification when all your contacts are imported.
- You can go to the People section and search for buckets and tags by just typing a # sign then the name (e.g. #sphere-of-influence)
TIP ➜ Here are step-by-step instructions on how to search for your imported Contactually contacts in Cloze.