What Objects are Supported for Close Migrations

Object Name

Export

Import

Important Information

Accounts

✅

✅

In Close, Accounts are called Leads

Contacts

✅

✅

Deals

✅

✅

Leads

✅

✅

Exported as Account

Calls

✅

✅

Call recordings are exported as attachments.

Emails

✅

✅

Meetings

❌

✅

Notes

✅

✅

Import of Notes on Accounts only, due to Close data structure.

Tasks

✅

✅

Import of Tasks on Accounts only, due to Close data structure.

Campaigns

❌

✅

Products

❌

✅

Attachments

✅

❌

Custom Objects

❌

❌