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How to import Typeform into Close

6 of the 6 columns in a Typeform export, mapped into 5 Close fields under Close's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Typeform export first

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

One Typeform row, through the templatecopied as it ischanged on the way1explained below
  • What is your first name?, What is your last name? to Name1joinedKaren Wilson
  • What is your email address? to Emaillowercasedkaren.wilson@ironwood.example.com
  • What is your phone number? to Phone+1 503-555-0192
  • What is your job title? to TitleHR Director
  • What company do you work for? to CompanyIronwood Timber

Where Typeform and Close don’t line up

1

What is your first name? and What is your last name? become one Name

Typeform keeps What is your first name? and What is your last name? apart, and Close has one Name field.

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

TypeformWhat is your first name? Karen
What is your last name? Wilson
CloseKaren Wilson

Check your Typeform export before you import it

Looks for the 6 columns this template reads, and what Close would skip.

Drop your Typeform CSV here

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

Typeform to Close in three steps

Step 1Export from Typeform
  1. Open the form, click Results, then Responses.
  2. Select the header checkbox for every response, or pick individual ones.
  3. Click the Export icon.
  4. Choose CSV or XLSX and click Export.

You can't export responses from the mobile builder.

Typeform: Export your responses
Step 2Paste into the template
  1. Paste the export at A1 of Paste Typeform export here.
  2. Start here checks all 6 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 5 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

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 Typeform export and download a file Close can import. No credit card needed.

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