Importing Data

Overview

The Lead Importer in ClosingDealz allows you to bring existing data into your CRM quickly and accurately. Whether your data comes from another CRM, a spreadsheet, or a lead provider, the importer ensures everything is structured, clean, and CRM-ready.

Supported file formats:

• .xlsx
• .xls
• .csv

Each row in your file is processed as a lead entry. During import, leads are intelligently structured so that companies and people are grouped correctly inside the CRM.

How Lead Grouping Works

ClosingDealz automatically organizes your data to avoid duplicates and keep relationships clear.

Company-Based Grouping

• If multiple rows share the same company name, they are grouped under one company lead.
• Each person associated with that company becomes a contact within the same lead.
• This allows you to import multiple decision-makers without creating duplicate companies.

Example:

Result in ClosingDealz:

• 1 Lead: Northwave Ltd
• 2 Contacts: Alex Carter, Jamie Collins

This keeps your CRM clean while preserving all relationships.

How the Import Works

The import flow is designed to minimize errors while giving you full control over your data.

Step 1: Upload Your File

• Drag and drop your file or upload it manually
• The system scans your file and detects rows and columns automatically
• A preview of the data is generated instantly

Column Mapping

After upload, you map each spreadsheet column to a ClosingDealz field.

Smart Mapping

• Columns are automatically matched where possible
• You can manually adjust any mapping using dropdown selectors
• Unneeded columns can be removed with a single click

Example Mappings

• Company → Company.Name
• Full Name → Contact.FullName
• Email → Contact.Email
• Phone → Contact.PhoneNumber
• Role / Job Title → Contact.Role
• Labels → Labels
• Notes → Notes

This ensures every value lands in the correct place.

Supported Lead Fields

Company-Level Fields

• Company Name
• Industry
• Employee Count
• Website
• LinkedIn
• Twitter
• Facebook
• Company Email
• Company Phone Number
• Address
• Notes
• Labels

Contact-Level Fields

• First Name
• Last Name
• Role / Job Title
• Email
• Phone Number
• Address
• Website
• LinkedIn
• Twitter
• Facebook
• Notes
• Labels

Each lead can contain one or many contacts, depending on your data.

Review & Edit

Before importing, you are shown a spreadsheet-style preview.

What You Can Do Here

• Edit values directly in the table
• Fix formatting issues
• Remove unwanted rows
• Verify emails, phone numbers, and labels
• Review how contacts are grouped under companies

This step ensures accuracy before data is committed.

Format & Merge Options

To keep your CRM clean and consistent, the importer includes built-in optimization tools.

Formatting Options

• Format addresses
• Normalize phone numbers
• Standardize text casing

Merge Options

• Detect and merge duplicate leads
• Prevent duplicate companies from being created

All options are optional and fully controlled by you.

Final Import

Once reviewed:

1. Confirm your data
2. Click Import
3. Leads and contacts are created instantly

Imported data is immediately available for:

• Lead assignment
• Deal creation
• Pipeline tracking
• Tasks and activities
• Automation

Why Use the Lead Importer?

• Import thousands of leads in minutes
• Automatically group contacts under the correct company
• Avoid duplicate company records
• Maintain clean, structured data
• Get operational immediately

The Lead Importer is built for speed, accuracy, and scale—so your CRM starts clean and stays clean.