How to Export CSV Data from Close CRM and Import It into clariBI

Close CRM is a sales engagement platform built for inside sales teams, combining calling, emailing, and pipeline management in one tool. Exporting your Close data into clariBI enables you to use AI to analyze call performance, email response rates, pipeline health, and overall sales team productivity.

What You Can Export from Close CRM

• Lead records with status and custom fields
• Contact information associated with leads
• Opportunity (deal) pipeline data
• Sales activity history (calls, emails, SMS)
• Smart View filtered results
• Reporting data and metrics
• Task and reminder records
• Revenue and forecasting data

Export CSV Data from Close CRM

Method 1: Export from Smart Views

1. Log in to your Close account at app.close.com
2. Click Leads in the left sidebar to open your lead list
3. Select or create a Smart View from the view dropdown at the top — Smart Views let you filter leads by status, custom fields, activity, and more
4. Once your Smart View is showing the leads you want, click the Export button (download icon) at the top-right of the lead list
5. In the export dialog, select which fields to include
6. Choose CSV as the export format
7. Click Export
8. The file will be prepared and available for download (check the notification or your email for the download link)

Method 2: Export Opportunities via Smart Views

Opportunities in Close CRM are nested within leads. To export opportunity data:

1. Click Leads in the left sidebar
2. Create or select a Smart View that filters by opportunity fields (e.g., opportunity status, value, or pipeline)
3. Click the Export button (download icon) at the top-right of the results
4. In the export dialog, make sure to include opportunity-related fields (Opportunity Status, Value, Expected Close Date, Confidence)
5. Choose CSV and click Export
6. The CSV will include lead data with associated opportunity fields in each row

Method 3: Export Activity and Reporting Data

1. Click Reporting in the left sidebar
2. Select the report type you want (e.g., "Activity Overview", "Sales Funnel", "Revenue")
3. Set your date range and filter by team member or lead status
4. Look for the Export option near the top of the report — note that not all report types support direct CSV export
5. For reports without a direct export option, use the Close API or a third-party integration tool like Zapier to extract the data

Tips for Clean Exports

• Smart Views are the most flexible way to create targeted exports from Close. Set up a Smart View with exactly the fields and filters you need before exporting
• Close CRM tracks extensive activity data (call duration, email opens, etc.) — include these fields in your export for the most useful analysis in clariBI
• For pipeline analysis, make sure to include "Opportunity Status", "Value", "Expected Close Date", and "Confidence" fields

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Close CRM - Leads Export Q1 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is the average number of calls before a lead converts to a deal?"
- "Show me opportunity win rates by sales rep"
- "How does my pipeline value this month compare to last month?"

clariBI's AI will automatically analyze your data and suggest relevant insights.