Intercom
Close Contacts5 fieldsHow to import Intercom data into Close
Intercom and Close both use a single Name field, so the data lines up directly. This template maps name, email, phone, company, and job title to Close's lowercase API fields. Close models prospects as Leads with associated Contacts; this template creates the Contact records, and you associate them to Leads after import.
Field-by-field mapping
This is the complete column mapping from Intercom to Close. The left column is the header in your CSV export. The right column is the Close field it should map to.
| Intercom column | Close field | |
|---|---|---|
| Name | Name*name Close uses a single Name field on the Contact. Intercom's Name maps directly into it. | |
| Emailemail TransformLowercased and trimmed | ||
| Phone | Phonephone TransformStandardized to international format (+1, +44, etc.) | |
| Company name | Companycompany | |
| Job title | Titletitle |
Required by Close.
Columns we don't use
Your Intercom export includes 4 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Close.
- City, Country
Close contacts don't have a default address block. Location is typically captured on the Lead in Close's data model.
If you need it. Add custom address fields on the Close Lead, or update the Leads with location after the Contacts are in.
- Created at, Last seen
Close doesn't have built-in 'imported timestamp' or 'last seen' fields on Contacts.
If you need it. Add custom date fields on the Close Contact (e.g. Intercom Created, Last Active), then re-run this template to map them. Useful for measuring engagement against signup recency.
Formatting and cleanup
Intercom exports rarely match the format Close expects. Fix these before you import.
- 1.Maps Intercom's Name directly to Close's name field (no split needed)
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Intercom columns to Close's lowercase API names
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Intercom export and download a clean, import-ready file for Close.
Intercom to Close FAQ
How do I export contacts from Intercom?
In Intercom, open Contacts, filter to the segment you want, click the export icon at the top-right, and choose CSV.
Why is name a direct map and not split?
Both Intercom and Close use a single name field for the contact, so the data lines up directly. No splitting needed.
Does this create Leads or Contacts in Close?
This template creates Contact records. Close models prospects as Leads with associated Contacts. After import, use Close's bulk-edit tools to associate the Contacts to Leads.
Will this create duplicate contacts in Close?
Close groups contacts under their Lead (company) record. Within a Lead, Close dedupes contacts on email; across different Leads the same email can appear twice. If a Lead with the same Company name already exists, new contacts attach to it, otherwise a new Lead is created. Spot-check or use Close's bulk-merge tools if you re-import the same export.
Where do I import the CSV into Close?
In Close, go to Settings, then Imports, and upload the file Operelio produces. The import wizard handles Contact creation and the association to Leads as a follow-up step.
