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StripeClose

How to import Stripe into Close

7 of the 43 columns in a Stripe export, mapped into 3 Close fields under Close's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Stripe export first

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

One Stripe row, through the templatecopied as it ischanged on the way1explained below
  • Name to NameKaren Wilson
  • Email to Emaillowercasedkaren.wilson@example.com
  • Description, Total Spend, Payment Count, Created (UTC), ID to Description1joined, with labelsStripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001
Not imported: Delinquent, Card ID, Card Name, Card Address Line1, Card Address Line2, Card Address City and 30 more. The template leaves these out; map any to a custom field in Operelio.

Where Stripe and Close don’t line up

1

Five columns kept in Description

This template gives Description, Total Spend and Payment Count and 2 more no Close field of their own.

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

StripeDescription Annual plan
Total Spend 2400.00
Payment Count 12
CloseStripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001

Check your Stripe export before you import it

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

Drop your Stripe CSV here

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

Stripe to Close in three steps

Step 1Export from Stripe

Under Columns, choose All columns. The templates read Address Line2 and Address State, which the Default columns leave out. Stripe's customer export has no phone column.

  1. Open the Customers page in the Stripe Dashboard.
  2. Optionally narrow the list with the Filter button.
  3. Click the export button in the upper right corner.
  4. Set the time zone, date range and columns, then export.
Stripe: Export customer data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Stripe 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 3 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, 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, Total Spend and the other columns go?

Into Description on each contact, labeled like "Stripe note: Annual plan | Total spend: 2400.00 | Payments: 12 | Stripe created: 2025-09-14 16:22 | Stripe ID: cus_EXAMPLE0001".

Which columns option should I pick in Stripe?

Default or All columns both work. All columns adds card, plan and tax details this template leaves out, so Default gives a smaller file. Stripe's third option, Custom, lets you pick the columns yourself.

Duplicates and undoing an import: Close import questions.

How this page was checked

Try this template free

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

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