You can import contacts using a CSV (comma separated value) in Microsoft Outlook's export format without any additional mapping of column headers, but if your import file is from another system you will need to check each column header first.

Please see the instructions and column header names below. 

Importing Tips

  • We recommend exporting a template out of your Cloze account to help guide you. 
  • Check all columns in your original CSV or Excel file and make any necessary changes to map them to their equivalent name in Cloze following the instructions below
  • All upload records (each row) must contain at least 
    • an email address or 
    • mobile phone number or 
    • a name and phone number
  • The first row of the spreadsheet must contain the column headers names (First Name, Last Name, Company, Stage, Segment etc). Please remove all extra rows above these labels. 
  • Importing formats:
    • Excel - the first worksheet will be used for import. All other worksheets will not be imported. Please save each worksheet as its own import file. 
    • CSV - For best results please use the UTF-8 format. 
  •  After you've prepared your Excel or CSV, upload a small sample file of 2-3 rows of contact information to make sure everything imported as expected.
  • Contact support by clicking on the red "Contact Support" button below if you have questions, before you upload. We're happy to review your prepared file and provide recommendations. 

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

In this example below the spreadsheet has three column headings that need to be mapped to the equivalent name in Cloze before this Excel or CSV file can be imported. You will need to review and change (if necessary) each column of your original file to make sure it matches the appropriate import field in Cloze.

Scroll down this page for complete list of all column header fields available to map your information to in Cloze.

With the updated column names the CSV file is now ready to be imported into Cloze.

Below is a complete list of Column Headers available for your import Excel or CSV file. Not all are required, but are included to provide flexibility. 

CLOZE RELATIONSHIP TYPES

Stage

  • Lead
  • Potential
  • Active
  • Inactive
  • Lost

Segment 

This sets who the person is to you. For example, a customer, a partner, a supplier, an adviser, or any number of customizable segments.

Next Step

Next Steps are customizable and should exactly match what you have created in Settings. Please read more about creating Next Steps here.  

Custom Fields

Custom Fields are available in all Stages of a single Segment. Examples include Type, Role, Department, Lead Source and any others you create. Cloze offers custom fields to help your further classify your People, Companies and Projects (or Deals).

When enabled, custom fields appear in the Relationship section for People and Companies and in the Project (or Deal) Status section.

Here are step-by-step instructions on how to include Custom Fields in your import file

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. 

Click on the links below to download a customized template for your account:

Keywords

Keywords are like tags and allow you organize People, Projects, Deals or Companies. Keywords are helpful when you are trying to organize your contacts across many traits or characteristics and where you may end up with too many custom Cloze Lists.

  • Keywords (plural) - your keywords can be separated by commas or spaces. When importing Keywords please separate each keyword by a comma and replace extra characters and spaces with a dash. Other characters such as periods, slashes, ampersand etc will be replaced with a space and create two keywords. 
  • Keyword (singular) - please note the singular option for this column. Words in this column will be added as a single keyword. For example if you use: "trade show lead" in your import CSV, the keyword will be converted to "trade-show-lead"
  • Keyword 2, Keyword 3, Keyword 4, etc... - additional columns can be added for mapping additional keywords in your import file.

Please read more about creating and searching with Keywords here.

Note: For importing directly into the above Cloze Relationship types (Stage, Segment, Next Steps, Keywords and Lists) please read "Can I import my contacts directly into an existing or new Cloze List? Or set Relationship Type?". 

List

You may import up to 10 list names on a single import.

  • List
  • List 2
  • List 3
  • List 4
  • List 5
  • List 6
  • List 7
  • List 8
  • List 9
  • List 10 

 

CONTACT INFORMATION

Each item below is a column header label that can be used to map your information when imported into Cloze. 

first name 
last name 
name
suffix 
birthday 
gender
title
job title 
department
headline 

location
location country 

company
notes 
web page
web page 2
web page 3 

Assigned To (use this to assign contacts to specific team members)

business address 1 
business address 2 
business street 
business pobox 
business suite 
business city 
business state 
business zip 
business zipcode
business postal code 
business country 

business Latitude
business Longitude

home address 1
home address 2
home street 
home pobox 
home suite 
home city 
home state 
home zip 
home zipcode 
home postal code 
home country 

home Latitude
home Longitude

other address 1 
other address 2 
other street 
other pobox 
other suite 
other city 
other state
other zip 
other zipcode 
other postal code
other country 

other Latitude
other Longitude

address 1 
address 2 
street 
pobox 
suite 
city 
state 
zip 
zipcode 
postal code 
country 

email 
email address
e-mail address 
e-mail 1 address
e-mail 2 address 
e-mail 3 address 
e-mail 4 address 
e-mail 5 address 
e-mail 6 address 
e-mail 7 address 
e-mail 8 address 
e-mail 9 address 
e-mail 10 address 

home email
home email 2
home email 3

business email
business email 2
business email 3


business fax 
business phone 
business phone 2 
company main phone 

mobile 
mobile phone 
mobile phone 2 

home fax 
other fax

home phone 
home phone 2 

phone 

other phone 
other phone 2 

pager 
primary phone 
tty/tdd phone 
telex 
callback
car phone