Whether you want to upload new data into your account, associate or link existing records, or migrate info from your old customer management app to Close.io, you can do that in no time with Loader
Update
Import
Move Leads from another app in bulk without templates
Upload Contacts to your database and link to Leads names
Edit and change data on your Leads, including names, addresses and descriptions
Update
Refresh Contacts information in your database based on their names
These are data objects that Loader lets you to update and import in Close.io. Log in to Loader to see the fields related with each data object.
;Import;Update
Contacts;+;+
Leads;+;+
Tasks;+;
Some Hints for You
What's the difference between import and update?
In basic terms, import refers to the uploading of new data, whereas update refers to the editing of existing data in your database. But Loader helps you in importing new data while doing an update.
Can I undo my results?
Undo is enabled for all imports and updates immediately after completion or if you stop your ongoing import.
Do I need Leads to import Contacts and Tasks?
Lead is the mandatory Close.io object. When importing Contacts or Tasks you need to link them to one of the Leads in your database.
How select the right data field for update?
The optimal field should contain unique information for each record so that Loader can find the exact record to edit data.
How do I find out how many records are in my file?
When you upload a CSV file, Loader checks it, provides you with an exact estimate of the number of entries, and lets you preview your data in each column for easy mapping.
Can I export data with Loader?
Loader provides only imports and updates, allowing you to put your data to work and saving you time.