Operelio
Apollo.ioClose

How to import Apollo.io into Close

14 of the 38 columns in an Apollo.io export, mapped into 6 Close fields under Close's own names.

Free · 18 KB · Excel 365 or Google Sheets

Check your Apollo.io export first

Built on Apollo.io’s export columnsChecked against Close’s import rulesUpdated October 8, 2026

One Apollo.io row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedKaren Wilson
  • Email to Emaillowercasedkaren.wilson@cavendish.example.com
  • Mobile Phone, Work Direct Phone, Corporate Phone, Other Phone to Phone2first with a value+1 503-555-0196
  • Title to TitleVP of Engineering
  • Company Name, Company to Company3first with a valueCavendish Legal
  • Person Linkedin Url, Seniority, Departments, Lists to Description4joined, with labelsLinkedIn: linkedin.com/in/karen-wilson-example | Seniority: VP | Departments: Engineering, Product | Apollo lists: PNW Logistics Q4
Not imported: Email Status, Home Phone, City, State, Country, Person City and 18 more. The template leaves these out; map any to a custom field in Operelio.

Where Apollo.io and Close don’t line up

1

First Name and Last Name become one Name

Apollo.io keeps First Name and Last Name apart, and Close has one Name field.

The template joins them, leaving out any that are empty.

Apollo.ioFirst Name Karen
Last Name Wilson
CloseKaren Wilson
2

Four phone columns, one phone field

Apollo.io splits numbers across Mobile Phone, Work Direct Phone, Corporate Phone and Other Phone.

The template Phone takes the first of Mobile Phone, Work Direct Phone, Corporate Phone and Other Phone that has a value.

Apollo.ioMobile Phone +1 503-555-0196
Work Direct Phone empty
Corporate Phone +1 503-555-0155
Other Phone +1 503-555-0154
Close+1 503-555-0196
3

Two Apollo.io columns, one Company

Apollo.io can fill Company Name and Company, and Close has one Company.

The template takes the first of Company Name or Company that has a value.

Apollo.ioCompany Name Cavendish Legal
Company empty
CloseCavendish Legal
4

Four columns kept in Description

This template gives Person Linkedin Url, Seniority, Departments and Lists no Close field of their own.

The template writes them into Description, each with its label, and leaves empty ones out.

Apollo.ioPerson Linkedin Url linkedin.com/in/karen-wilson-example
Seniority VP
Departments Engineering, Product
CloseLinkedIn: linkedin.com/in/karen-wilson-example | Seniority: VP | Departments: Engineering, Product | Apollo lists: PNW Logistics Q4

Check your Apollo.io export before you import it

Looks for the 14 columns this template reads, and what Close would skip.

Drop your Apollo.io CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Apollo.io to Close in three steps

Step 1Export from Apollo.io
  1. In Apollo, go to Search, then People, and apply your filters or open a saved list.
  2. Check the contacts you want, or use bulk selection at the top, then click Export.
  3. Choose whether to include all contacts or only those with verified emails.
  4. Optionally click Edit export CSV settings to change the fields.
  5. Click Export records, then Download when the file is ready.

Exporting saved contacts may use export credits, depending on your Apollo plan.

Contacts you have already exported, and contacts without verified emails, do not use credits.

Apollo: Export contacts to a CSV
Step 2Paste into the template
  1. Paste the export at A1 of Paste Apollo.io export here.
  2. Start here checks all 14 columns were found.
  3. Save Close Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Close
  1. Click your name at the top right and choose Import data.
  2. Upload a CSV or Excel file, or paste straight from a spreadsheet.
  3. Choose where each column goes, or check Skip to leave it out, and click Next.
  4. Choose a column to group rows into leads, such as Company.
  5. Set the duplicate matching and choose to add missing information, replace the lead or skip it, then start the import.
Close's importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where do Person Linkedin Url, Seniority and the other columns go?

Into Description on each contact, labeled like "LinkedIn: linkedin.com/in/karen-wilson-example | Seniority: VP | Departments: Engineering, Product | Apollo lists: PNW Logistics Q4".

Why is the Email column filled with email_not_unlocked@domain.com?

That's the placeholder Apollo writes for a contact whose email you haven't revealed. Every locked row carries the same address, so none of them can be emailed. Filter those rows out, reveal the contacts in Apollo first, or choose to export only contacts with verified emails.

Duplicates and undoing an import: Close import questions.

Try this template free

Upload your Apollo.io export and download a file Close can import. No credit card needed.