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 | ❌ | ❌ |
|
Learn what record types can and cannot be migrated for Close migrations
Written by Ashley Milne
Updated over a year ago