Close CRM import checker

Check a leads and contacts file before Close reads it.

Free for 10 runs a day.

The Close import check on a contact file: row 2 Contact phone number fixed in file, row 3 Contact email row skipped, row 4 Contact email duplicate.

Contacts Close merges

Close groups rows into leads by company. Inside a lead two contacts with one email become one. Their names can differ.

This checker shows each merge and each row Close fails before the import.

Start from the columns Close maps

A phone without a country code takes your default one. Two emails in a cell need a semicolon. A date like 04/08/2024 reads two ways.

The Close template uses the column names from its own sample file.

The Close import template: Company, URL, Contact first name, Contact last name and 12 more columns, with invented example rows and a download button.

The Close import template

Close leads and contacts template

16 columns, in the order the template downloads.

Column What goes in it Required
Company Text One of these
URL A web address
Company description Text
Lead status One of the options in the CRM
Contact first name Text One of these
Contact last name Text One of these
Contact title Text
Contact email Email addresses, separated by a semicolon One of these
Contact phone number Phone numbers, separated by a semicolon
Contact URL A web address
Address Text
Address line two Text
City Text
State Text
Zipcode Text
Country Text

Use it from a script or an AI agent

MCP  https://dedupe.ly/tools/mcp   every free tool in one connector (this one: check_crm_import)

POST https://dedupe.ly/tools/api/import-checker
{ "crm": "close", "csv": "..." }

Docs https://dedupe.ly/tools/api/openapi.json

OpenAPI document · API index · llms.txt

Questions about Close imports

How big can a Close import be?

Close takes CSV or Excel files up to 15 MB.

How does Close group rows into leads?

Turn on Group Related Rows and pick a column such as the company name. Rows with the same value become one lead with several contacts.

How do I import several emails or phones for one contact?

Put them in one cell separated by a semicolon.

What format should phone numbers have?

A plus sign and the country code, such as +18334625673. Without it Close uses the default country in your settings.

Why did my lead status fail?

The status must already exist in Close and match it letter for letter.

Get started for free

20 free trial merges and as much free support as you need to get your duplicates under control.

"I was really pleased with Dedupely. It's highly configurable and works well when used manually or for automated deduping."

Laura R

Salesforce User

Salesforce AppExchangeSalesforce AppExchange

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