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Bring Your Data.
Leave the Mess Behind.

Import contacts from any CRM in minutes. Smart deduplication merges duplicates automatically. Export anytime. Your data, fully portable, always clean.

CSV Import
Made Simple

Upload a CSV, map your columns, preview the data, and import. CloseDaily auto-detects common column names, flags errors before import, and preserves every field — including custom ones.

  • Drag-and-drop CSV upload
  • Auto-detect common column names
  • Manual column mapping for custom headers
  • Preview and validate before importing
  • Create custom fields on the fly during import
  • Duplicate detection during import
📄 Import Wizard
1

Upload File

contacts-export-fub.csv (847 rows, 18 columns)

2

Map Columns

14 auto-matched, 4 mapped manually

3

Preview & Validate

847 valid rows, 0 errors, 3 warnings (missing email)

NameEmailPhone
Sarah Kimsarah@email.com(615) 555-0142
Marcus Johnsonmarcus.j@email.com(615) 555-0198
Lisa Wanglisa.w@email.com(615) 555-0256
Ready to import 847 contacts

Smart
Deduplication

CloseDaily finds duplicate contacts by matching on email, phone number, or name. Review potential matches side by side, choose which data to keep, and merge with one click. No more messy databases.

  • Match by email, phone, name, or combination
  • Side-by-side comparison of duplicates
  • One-click merge with data preservation
  • Auto-merge obvious duplicates (exact email match)
  • Review queue for fuzzy matches
  • Runs during import and on existing database
🔗 Duplicate Review
Likely Duplicate — 92% match
Sarah Kim
sarah@email.com
(615) 555-0142
Hot Lead, Pre-Approved
Last active: Today
Sarah K.
sarah@email.com
(615) 555-0142
Zillow Lead
Last active: 3 days ago
Possible Duplicate — 78% match
Marcus Johnson
marcus.j@email.com
(615) 555-0198
Last active: Yesterday
Marc Johnson
marc.johnson@work.com
(615) 555-0198
Last active: 12 days ago

Bulk Export
Anytime

Your data is your data. Export your full contact database or any filtered segment as a CSV at any time. All standard and custom fields are included. No lock-in, no data hostage.

  • Export full database or filtered segments
  • All standard and custom fields included
  • Choose which fields to include in export
  • Download as CSV for use anywhere
  • Export activity history and notes
  • No limits on export frequency or size
📥 Export Options
👤

Full Database

All contacts with all fields

2,847 contacts
🏷

Smart List: Hot Buyers

Pre-approved buyers in Nashville

34 contacts
📈

Pipeline: Under Contract

All deals currently under contract

7 contacts
📅

Added This Month

Contacts created in April 2026

142 contacts

Migration
Assistant

Switching from another CRM? CloseDaily's migration assistant knows the export formats of popular platforms. Upload your file, we handle the mapping. Everything comes over — contacts, tags, notes, and custom fields.

  • Pre-built mappings for Follow Up Boss
  • Pre-built mappings for LionDesk
  • Pre-built mappings for kvCORE
  • Generic CSV support for any platform
  • Tags, notes, and custom fields preserved
  • Deduplication runs automatically post-migration
🚀 Migrate From

Follow Up Boss

Contacts, tags, notes, custom fields, and stages

LionDesk

Contacts, tags, tasks, and transaction data

kvCORE

Contacts, smart campaigns, tags, and activity

Any Other CRM

Upload a CSV export — we'll map the columns

< 5 min
Avg. Import Time
92%
Auto-Mapped Columns
1-Click
Deduplication
0
Data Lock-In

Import & Export Questions

CSV is the primary import format, which is the standard export format from virtually every CRM, email platform, and spreadsheet app. CloseDaily also accepts exports directly from Follow Up Boss, LionDesk, and kvCORE in their native formats.

Most imports complete in under 5 minutes. Upload your file, map columns (most are auto-detected), preview the data, and click import. Larger files (10,000+ contacts) may take a few minutes to process but run in the background so you can keep working.

Yes. Imports are non-destructive — new contacts are created and existing contacts are updated without overwriting data. You can preview every change before it happens. If anything looks wrong, cancel before committing. A full undo option is available within 24 hours of any import.

Ready to Migrate Your Database?

Start your free 7-day trial. Import your contacts in under 5 minutes.

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