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SalesforceClose

How to migrate Salesforce to Close

8 of the 14 columns in a Salesforce 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 Salesforce export first

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

One Salesforce row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedDavid Garcia
  • Email to Emaillowercaseddavid.garcia@cavendish.example.com
  • Phone to Phone+1 503-555-0129
  • Title to TitlePartnerships Lead
  • Company to CompanyCavendish Legal
  • Description, Lead Source to Description2joined, with labelsSalesforce description: Renewal due in March. | Lead source: Web
Not imported: Website, Street, City, State, Zip/Postal Code and Country. The template leaves these out; map any to a custom field in Operelio.

Where Salesforce and Close don’t line up

1

First Name and Last Name become one Name

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

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

SalesforceFirst Name David
Last Name Garcia
CloseDavid Garcia
2

Two columns kept in Description

This template gives Description and Lead Source no Close field of their own.

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

SalesforceDescription Renewal due in March.
Lead Source Web
CloseSalesforce description: Renewal due in March. | Lead source: Web

Check your Salesforce export before you import it

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

Drop your Salesforce CSV here

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

Salesforce to Close in three steps

Step 1Export from Salesforce
  1. Build or open a Leads or Contacts report.
  2. From the report's dropdown, choose Export.
  3. Choose Details Only and pick .csv.
  4. Click Export and save the file.

You need the Export Reports permission. A report export takes up to 100,000 rows and 100 columns.

Salesforce: Export a report
Step 2Paste into the template
  1. Paste the export at A1 of Paste Salesforce 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 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 Description and Lead Source go?

Into Description on each contact, labeled like "Salesforce description: Renewal due in March. | Lead source: Web".

Does this create Leads or Contacts in Close?

Contacts, and Close keeps every contact inside a lead. When you import the file, Close asks for a column to group rows into leads, such as a company column if your file has one, and each contact lands on that lead. Contacts in the same group that share an email or phone are merged into one.

Duplicates and undoing an import: Close import questions.

How this page was checked

Try this template free

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

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