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How to import Calendly into Close

8 of the 8 columns in a Calendly export, mapped into 4 Close fields under Close's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Calendly export first

Built on Calendly’s export columnsChecked against Close’s import rulesUpdated October 3, 2026

One Calendly row, through the templatecopied as it ischanged on the way1explained below
  • Invitee First Name, Invitee Last Name to Name1joinedWei Chen
  • Invitee Email to Emaillowercasedwei.chen@example.com
  • Text Reminder Number to Phone+44 7700 900841
  • Event Type Name, Start Date & Time, Response 1, Invitee Time Zone to Description2joined, with labelsBooked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London

Where Calendly and Close don’t line up

1

Invitee First Name and Invitee Last Name become one Name

Calendly keeps Invitee First Name and Invitee Last Name apart, and Close has one Name field.

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

CalendlyInvitee First Name Wei
Invitee Last Name Chen
CloseWei Chen
2

Four columns kept in Description

This template gives Event Type Name, Start Date & Time, Response 1 and Invitee Time Zone no Close field of their own.

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

CalendlyEvent Type Name 30 Minute Demo
Start Date & Time 2026-09-08 14:00
Response 1 Looking to clean our CRM imports
CloseBooked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London

Check your Calendly export before you import it

Looks for the 8 columns this template reads, and what Close would skip.

Drop your Calendly CSV here

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

Calendly to Close in three steps

Step 1Export from Calendly
  1. Go to the Calendar page.
  2. Use Filter to narrow by date, team member or event type.
  3. Select Export in the top right corner.
  4. The CSV downloads, or arrives by email for a large export.

Calendly lists export on its paid plans; the Free plan is not among them.

Calendly: Tracking and reporting
Step 2Paste into the template
  1. Paste the export at A1 of Paste Calendly export here.
  2. Start here checks all 8 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 4 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 does Calendly's Text Reminder Number column go in Close?

To Phone on the contact.

Where do Event Type Name, Start Date & Time and the other columns go?

Into Description on each contact, labeled like "Booked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London".

Why do Invitee First Name and Invitee Last Name become one Name field in Close?

Close Contacts use a single Name field. The template combines Invitee First Name and Invitee Last Name with a space so each Contact record displays correctly.

Duplicates and undoing an import: Close import questions.

How this page was checked

Try this template free

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

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