Migrate from Close
Migrate from Close to Verbial
Import leads, contacts and opportunities from Close into Verbial.
Verbial imports Close leads (as companies), contacts and opportunities through the Close API with your key or from Close's CSV exports, matching by email and domain and previewing every row first.
What comes across
From Close
- Leads as companies
- Contacts with emails and phones
- Opportunities with status, value and close date
How it works
Six steps, one afternoon
- 1Create your Verbial workspace and run the setup wizard (five minutes).
- 2Open Settings → Migrate and pick the tool. Paste an API token or upload the export files.
- 3Accept the suggested field mapping; change anything it guessed wrong.
- 4Run the dry run: what will be created, updated or skipped, with every problem row.
- 5Run the import. Owners are matched by email; duplicates are matched by domain and email.
- 6Keep the old tool read-only for a month. Roll back with one click if anything looks wrong.
Leave Close without leaving your history.
Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.