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Data guides

Close: see how much data you have, then export it.

Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.

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Close

CRM & sales

How to see how much data is in Close

  1. Sign in to Close
  2. Open Leads with no filters applied
  3. Note the total lead count shown at the top left of the Leads page
  4. Switch to the Contacts tab and note its count

Close has no storage page; record leads and contacts, and know that calls, emails and SMS sit on those leads.

Close’s official instructions

How to get a copy of your Close data

  1. Open the Leads page (or a Leads Smart View)
  2. Click … → Export
  3. Choose JSON to include activities, or CSV for lead and contact fields
  4. Start the export
  5. Download the file from the emailed link within 7 days

From a Leads Smart View, click … → Export and choose CSV or JSON. Close emails a download link.

Only JSON exports include all activities, such as emails, calls, SMS and notes. CSV leaves them out, and the download link expires after 7 days.

Close’s official export instructions

These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.