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ZoomInfoClose

How to import ZoomInfo into Close

11 of the 37 columns in a ZoomInfo 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 ZoomInfo export first

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

One ZoomInfo row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedWei Chen
  • Email Address to Emaillowercasedwei.chen@lumenlabs.example.com
  • Direct Phone, Company HQ Phone to Phone2first with a value+1 503-555-0175
  • Job Title to TitleChief People Officer
  • Company Name to CompanyLumen Labs
  • LinkedIn Contact Profile URL, Job Function, Management Level, Department to Description3joined, with labelsLinkedIn: linkedin.com/in/wei-chen-example | Job function: Human Resources | Management level: C-Level | Department: Human Resources
Not imported: Salutation, Email Domain, Website, LinkedIn Company Profile URL, Industry, SIC Code and 20 more. The template leaves these out; map any to a custom field in Operelio.

Where ZoomInfo and Close don’t line up

1

First Name and Last Name become one Name

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

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

ZoomInfoFirst Name Wei
Last Name Chen
CloseWei Chen
2

Two phone columns, one phone field

ZoomInfo splits numbers across Direct Phone and Company HQ Phone.

The template Phone takes the first of Direct Phone and Company HQ Phone that has a value.

ZoomInfoDirect Phone empty
Company HQ Phone +1 503-555-0175
Close+1 503-555-0175
3

Four columns kept in Description

This template gives LinkedIn Contact Profile URL, Job Function, Management Level and Department no Close field of their own.

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

ZoomInfoLinkedIn Contact Profile URL linkedin.com/in/wei-chen-example
Job Function Human Resources
Management Level C-Level
CloseLinkedIn: linkedin.com/in/wei-chen-example | Job function: Human Resources | Management level: C-Level | Department: Human Resources

Check your ZoomInfo export before you import it

Looks for the 11 columns this template reads, and what Close would skip.

Drop your ZoomInfo CSV here

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

ZoomInfo to Close in three steps

Step 1Export from ZoomInfo

ZoomInfo's help center, including the article below, needs a ZoomInfo login, so these steps may be labeled differently in your account.

  1. Run a contact search in ZoomInfo.
  2. Check the contacts you want to export.
  3. Click the export icon above the search results.
  4. Choose to export the contacts as a CSV file.

Each person record exported uses one export credit.

Re-exporting a record you bought in the last 6 months does not use another credit.

ZoomInfo: Export contacts from the prospecting tool (ZoomInfo login needed)
Step 2Paste into the template
  1. Paste the export at A1 of Paste ZoomInfo export here.
  2. Start here checks all 11 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 LinkedIn Contact Profile URL, Job Function and the other columns go?

Into Description on each contact, labeled like "LinkedIn: linkedin.com/in/wei-chen-example | Job function: Human Resources | Management level: C-Level | Department: Human Resources".

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

Close uses a single name field on the contact record, not separate first and last name fields. The template combines the two ZoomInfo columns with a space so the contact records look right in Close.

Duplicates and undoing an import: Close import questions.

Try this template free

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

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