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What Objects are Supported for Close Migrations

Learn what record types can and cannot be migrated for Close migrations

Ashley Milne avatar
Written by Ashley Milne
Updated over a year ago

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

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