Migrate from Close

Migrating data from Close to Salescamp has to be the easiest. Let us show you.

Leads, Contacts, Opportunities

Login to your Close account. Go to Leads, click on ⋯ beside enroll button, and click on export. Now choose what you want to export and in which format; also select if you want all the fields or common fields. Now click on export, and now you will receive the file in your mail from where you can download the same.

To upload the Close file into salescamp, review your Salescamp company collection attributes to see if it consists of all the required fields. If not, customize the same.

To Customise, follow the below steps:

• Go to settings, click on customize, and select the collection you want to export.

• Scroll down and add a field in the relevant section with the suitable data type. For example., continent will be added under the Address section as a Single-line text data type; mobile will be added under the Basic information section as a phone data type. If any field consists of alphabets and numbers, it will be added as a Multiple Line text data type.

• After adding all required fields, click on save in the upper right corner of the Customize page.

  

  Once you have added all the fields in Salescamp, you can import the file Pipedrive file.

• Go to any of your collections.

• Click on ⋮ symbol in the upper right corner, click on import, select the collection you want to upload your leads in, and choose your CSV or Excel file.

• Select and check the field mapping, for example., if you have a column of continents then map the field with continent in Salescamp.

• Then click on import, and you are done.