Import data from other CRMs (Salesforce, etc.)
We are able to easily copy your data from many of the popular CRMs (Salesforce and many others) into Close.io. This method allows you to copy over not only the contact information, but also Activity history, Opportunities, etc.
Supported CRMs to import from
We currently support automatic imports from the following CRMs into Close.io:
Act!, Base CRM, Batchbook, Capsule CRM, Highrise, HubSpot, Infusionsoft, Insightly, MS Dynamics, Maximizer, NetSuite CRM, Nimble, Nutshell, Onepage, Pipedrive, PipelineDeals, Pipeliner, Redtail CRM, Salesforce, SalesforceIQ*, Saleslogix, Solve, SugarCRM, Zoho CRM
If you're currently using a CRM which is not listed above and won't let you easily export everything into a single CSV, contact us and we'll see if we can help.
*Due to API limitations set by Salesforce, if you're performing an import from SalesforceIQ, only Accounts and Contacts will be imported into Close.io. Notes and other Activities are nontransferable.
How to perform a CRM data migration
To get started, just head over to the Lead Importer page from the toolbar menu.
Then select your CRM from the "Which CRM?" dropdown.
Who can perform a CRM migration?
Only Close.io users with the "Admin" role are allowed to initiate a migration from an existing CRM.
Only one Close.io user should initialize the CRM import. Do not have multiple people on your team initialize an import. A single user initializing an Import from your CRM will move over all of your team's data from your old CRM.
Imports from external CRMs are powered by our partner, Import2. As long as you initialize the import from within Close.io (instructions above), then in most cases there will be no cost to you.
Related: See other ways to get your data into Close.io.