Switch from Close

Keep your call logs, lose the price tag

Tonic Desk imports your Close leads, contacts, and opportunities from a bulk CSV export. Smart Views become segments, Sequences map across, and your phone call history comes along as activity entries on each contact.

Most teams finish in under 15 minutes

What transfers

Lead records (Close's parent object for accounts) imported as Company records
Contacts with name, email, and phone numbers
Opportunities with value, status, and expected close date
Phone call logs imported as Activity entries with duration and outcome
Custom fields on Leads, Contacts, and Opportunities
User assignments resolved by email address
Call recording URLs preserved as links inside the activity entry

Step by step

1. Run a bulk export from Close

Log in to Close and open Settings > Import / Export. Click Bulk export. Select Leads (which includes contacts) and choose CSV as the format. Close prepares the file and emails you a download link, typically within a few minutes for workspaces under 100,000 leads.

2. Export your opportunities

In the same Bulk export screen, select Opportunities and trigger a second export. The CSV includes opportunity title, value, status, expected close date, and the lead ID each opportunity is linked to.

3. Export your call logs

Still on the export screen, select Calls. This CSV contains call duration, direction, outcome, recording URLs, and the lead and contact each call is associated with. Tonic Desk imports these as activity entries on the relevant contact.

4. Upload to Tonic Desk

Open Settings > Import in Tonic Desk. Upload your leads CSV first, then opportunities, then calls. Tonic Desk reads the column headers and maps Close fields automatically. The preview screen shows you exactly which rows will import and which need attention.

5. Rebuild Smart Views and Sequences

Close's Smart Views are saved filters — note the criteria for each one you actively use, then create the matching segments in Tonic Desk. For Sequences, copy each step's content and timing into Tonic Desk's Sequence builder. Most teams have three or four sequences worth carrying over.

Field mapping reference

Source Field	Tonic Desk Field	Notes
Display Name (Contact)	first_name + last_name	Split on the first space
Emails	email	Primary email extracted; others stored as custom fields
Phones	phone, mobile	Office number → phone, mobile → mobile
Title	job_title	Direct match
Lead Name	company	Maps to the linked company record
Status	lifecycle_stage	Close lead statuses map to Tonic Desk lifecycle stages
Opportunity Status	stage	Custom stage names imported as-is
Value	amount	Numeric value, currency preserved
User (assigned to)	owner	Resolved by matching the owner's email
Custom fields	custom fields	Preserved when a matching field exists in Tonic Desk

What doesn't transfer (and workarounds)

Smart Views — Close's saved filters do not export as records. Workaround: list each Smart View's filter criteria, then recreate them as segments in Tonic Desk after import.
Sequences — Multi-step email cadences are workspace-specific in Close. Workaround: copy each step's subject, body, and delay into Tonic Desk's Sequence builder. Templates copy cleanly.
Power Dialer settings — Close's dialer configuration and number routing stays in Close. Workaround: configure Tonic Desk's calling integration with your provider of choice (Twilio, RingCentral, or built-in).
SMS history — Close's SMS log is not part of the standard bulk export. Workaround: use the Close API to export SMS records into a CSV and import as activity entries.
Email opens and clicks — Tracking pixel and link-click data from Close stays in Close. Tonic Desk begins tracking fresh once you connect your inbox.

Tips for a smooth switch

Run the bulk export from a workspace admin account. Non-admin roles in Close cannot trigger workspace-wide exports.
If your team uses Close's Lead Statuses heavily, map them out first. Close treats Lead Status as a workflow signal; Tonic Desk uses lifecycle_stage. The default mapping covers Potential, Bad Fit, Qualified, and Customer — anything custom you will set up in Settings > Custom Fields before import.
Import calls last. The call CSV references lead and contact IDs, so the parent records need to be in place first.
Audit your Smart Views before recreating them. Most Close workspaces accumulate dozens of saved filters — keep the ones your team actually opens weekly.
For workspaces with extensive call recordings, the export includes URLs rather than the audio files themselves. The links continue to work as long as your Close account stays active during transition.

Do I need a specific Close plan to run a bulk export?

Bulk export is available on every paid Close plan. The free trial also includes export. Workspace admins can trigger the export from Settings > Import / Export.

How does Close's Lead-Contact hierarchy map to Tonic Desk?

Close treats a "Lead" as the parent record (similar to a company) with one or more Contacts attached. Tonic Desk imports Leads as Company records and the attached Contacts as individual contacts linked to that company. The hierarchy is preserved end-to-end.

Will my Close call recordings transfer?

The CSV export includes the URL to each recording rather than the audio file itself. Tonic Desk stores these URLs on the activity entry, and the recordings remain accessible while your Close account is active. If you need a permanent local copy, download the recordings before canceling your Close subscription.

What about my Sequences and email templates?

Sequences need to be recreated manually in Tonic Desk's Sequence builder. The good news: the structure is similar — each step has content, a send time, and conditions. Most teams find their three or four active Sequences take about half an hour to rebuild. Email templates copy across with no formatting changes.