Salesforce
Close Contacts5 fieldsHow to import Salesforce data into Close
Moving from Salesforce to Close? This template combines First Name and Last Name into Close's single Name field, then maps email, phone, title, and company. Close models prospects as Leads with associated Contacts; this template creates the Contact records, and you associate them to Leads after import using Close's bulk-edit tools.
Field-by-field mapping
This is the complete column mapping from Salesforce to Close. The left column is the header in your CSV export. The right column is the Close field it should map to.
| Salesforce column | Close field | |
|---|---|---|
| First Name + Last Name | Name*name Close uses a single Name field on the Contact, so we combine the two Salesforce columns into one. TransformFirst Name and Last Name combined with a space | |
| Emailemail TransformLowercased and trimmed | ||
| Phone | Phonephone TransformStandardized to international format (+1, +44, etc.) | |
| Title | Titletitle | |
| Company | Companycompany |
Required by Close.
Columns we don't use
Your Salesforce export includes 8 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Close.
- Website
Close contacts don't have a default website field. Websites are typically tracked on the Lead in Close's data model.
If you need it. Add a custom URL field on the Close Contact called Website, or update the Lead's website field after the Contacts are associated.
- Street, City, State, Zip/Postal Code, Country
Close contacts don't have a default address block. Addresses are 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 matching Lead records' addresses after import.
- Lead Source
Close uses Lead Statuses on the Lead record, not the Contact. Salesforce's Lead Source belongs on the Close Lead, not the Contact.
If you need it. After import, set the Lead Status on each associated Close Lead to match the Salesforce Lead Source. Close's bulk-edit tools handle this in batches.
- Description
Salesforce's free-text Description doesn't have a default Close contact field. Close uses Notes as separate records.
If you need it. After import, attach Salesforce descriptions as Notes on the matching Close Contact or Lead, or add a custom multi-line text field on the Contact and re-run this template.
Formatting and cleanup
Salesforce exports rarely match the format Close expects. Fix these before you import.
- 1.Combines First Name and Last Name into Close's single name field
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Salesforce columns to Close's lowercase API names (name, email, phone, title, company)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Salesforce export and download a clean, import-ready file for Close.
Salesforce to Close FAQ
How do I export Salesforce leads?
Create a Leads report with the fields you need, then click Export > CSV. You can also use Setup > Data Export.
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, typically one Lead per company with multiple Contacts.
Why do you combine First Name and Last Name?
Close Contacts use a single Name field, not separate first/last. The template combines the two Salesforce columns with a space so each Contact record displays correctly.
What about Salesforce Lead Source?
Close tracks status on the Lead, not the Contact. After import, set the matching Close Lead's status to align with each lead's Salesforce Lead Source using bulk-edit.
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.
