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IntercomClose

How to import Intercom into Close

7 of the 9 columns in an Intercom export, mapped into 6 Close fields under Close's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Intercom export first

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

One Intercom row, through the templatecopied as it ischanged on the way1explained below
  • Name to NamePriya Nair
  • Email to Emaillowercasedpriya.nair@kirkland.example.com
  • Phone to Phone+44 20 7946 0950
  • Company name to CompanyKirkland Dental
  • Job title to TitleData Operations Lead
  • Created at, Last seen to Description1joined, with labelsIntercom created: 2026-01-11 | Last seen: 2026-09-30
Not imported: City and Country. The template leaves these out; map any to a custom field in Operelio.

Where Intercom and Close don’t line up

1

Two columns kept in Description

This template gives Created at and Last seen no Close field of their own.

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

IntercomCreated at 2026-01-11
Last seen 2026-09-30
CloseIntercom created: 2026-01-11 | Last seen: 2026-09-30

Check your Intercom export before you import it

Looks for the 7 columns this template reads, and what Close would skip.

Drop your Intercom CSV here

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

Intercom to Close in three steps

Step 1Export from Intercom
  1. Go to Contacts and select the users.
  2. Click the More dropdown and select Export users.
  3. Choose the displayed columns or all columns.
  4. Click export these users, then open the CSV link Intercom emails you.

The emailed link to the CSV expires after one hour.

Intercom: Export users, leads or company data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Intercom export here.
  2. Start here checks all 7 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 Created at and Last seen go?

Into Description on each contact, labeled like "Intercom created: 2026-01-11 | Last seen: 2026-09-30".

Why is name a direct map and not split?

Both Intercom and Close use a single name field for the contact, so the data lines up directly. No splitting needed.

Duplicates and undoing an import: Close import questions.

How this page was checked

Try this template free

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

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