How do I import Properties, Projects, or Deals with App Links into Cloze?
Once you have prepared your file, please email the file to us at support@cloze.com and we can import the file for you.
App Links allow you to tap on a link inside a Cloze Property, Project, or Deal and go directly to the equivalent in another application. You can add these links while importing the Properties, Projects, or Deals from another system.
Scroll to the bottom of this entry to see an example of how to import a CSV spreadsheet with App Links included.
When you create an App Link there are four pieces of information you will enter:
1.) App ID
An App ID tells Cloze where the contact information is coming from. It identifies the specific application or service (like another CRM or email system) that’s sending information to Cloze.
- The App ID should be a domain. The source should be in the format of a domain name and in all lower-case. Example:
salesforce.comorcloze.com - Once set, the App ID should not be changed. Changing it can cause serious issues in Cloze including (but not limited to) duplicate contacts.
2.) Unique ID
A Unique ID is the number or identifier used in the application you are linking to. This could be a record ID, user ID, or another unique number from that system.
- The Unique ID must be unique and should NOT be reused.
- If the same App ID and Unique ID are used on a Person, Company or Project, Cloze will merge them together.
Cloze pairs the App ID with the Unique ID from that system to help Cloze make sure contact is correctly matched.
Below is an example of the App ID and Unique ID:
When sending contacts from MailChimp to Cloze:
- App ID = mailchimp.com
- Unique ID = 48616032 (MailChimp's unique ID)
If the MailChimp ID for a contact sent from MailChimp to Cloze is "48616032" then the combination of the App ID of "mailchimp.com" and Unique ID of "48616032" will ensure we always merge any update to this MailChimp record with the correct person in Cloze.
3.) App Name
The App Name is the display name of an external application containing person information (such as MailChimp). This name will appear in the App Link section of Cloze.
- App Name = MailChimp
4.) App URL
When you click on this link you will be directed to a specific contact, company or Project in another system.
1.) Prepare your spreadsheet:
- This article provides additional tips for preparing your import spreadsheet.
- If you are adding App Links to Properties, Projects, or Deals that already exist in Cloze, please export your Projects or Deals first and then proceed to the next step.
2.) Add 4 new columns to your import spreadsheet:
- App ID
- App Unique ID
- App Name
- App Content URL
Note: Each row of the CSV import file will contain at a minimum the name of your Project or Deal and one set of App Link information (App ID, App Unique ID, App Name, App Content URL).
Your import file will look like this once prepared.
Once you have prepared your file, please email the file to us at support@cloze.com and we can import the file for you.
If you want to import the file yourself, please follow these instructions for importing your spreadsheet into Cloze.