Stripe
Close Contacts3 fieldsHow to import Stripe data into Close
Stripe customer exports include a single 'Customer Name' field that lines up nicely with Close's single name field. This template maps Customer Name directly to name, plus email and phone. 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 Stripe to Close. The left column is the header in your CSV export. The right column is the Close field it should map to.
| Stripe column | Close field | |
|---|---|---|
| Customer Name | Name*name Close uses a single Name field on the Contact. Stripe's Customer Name maps directly into it. | |
| Customer Email | Emailemail TransformLowercased and trimmed | |
| Phone | Phonephone TransformStandardized to international format (+1, +44, etc.) |
Required by Close.
Columns we don't use
Your Stripe export includes 7 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Close.
- Address Line 1, Address City, Address State, Address Postal Code, Address Country
Close contacts don't have a default address block. Billing 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 run a separate update on the Leads after the Contacts are in.
- Description
Stripe descriptions are free-text internal notes. Close uses a Note feature on Leads and Contacts that's attached as separate records, not as a field value.
If you need it. After import, attach Stripe descriptions as Notes on the matching Contact or Lead using Close's bulk-edit tools, or add a custom multi-line text field on the Contact and re-run this template.
- Created (UTC)
Close sets the Contact's Created date on import. The Stripe signup timestamp doesn't carry over.
If you need it. If you want to preserve the original Stripe signup date, add a custom date field on the Close Contact called Stripe Created, then re-run this template to map it.
Formatting and cleanup
Stripe exports rarely match the format Close expects. Fix these before you import.
- 1.Maps Stripe's Customer 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.)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Stripe export and download a clean, import-ready file for Close.
Stripe to Close FAQ
How do I export customers from Stripe?
In your Stripe Dashboard, go to Customers, then click the Export button at the top-right of the customer list. You can filter by date range or status before exporting.
Why is name a direct map and not split?
Both Stripe and Close use a single name field for the contact, so the data lines up directly. No splitting needed. Customer Name maps straight into name.
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.
