CRM export

Move Cloze into HOME.

A sample file in this layout, run through the converter on November 1, 2026. Every value below comes out of that run.

1Export from Cloze

38 of 47 columns in the sample file reach a Home field.

A column counts as coming across when any contact in the sample file puts it in Home. Contacts that leave it empty do not change that.

In the Cloze file	In Home
`Last Interaction Direction`	`Notes`
`Last Interaction Type`	`Notes`
`First Interaction Direction`	`Notes`
`First Interaction Type`	`Notes`
`First Name`	`First Name`
`Last Name`	`Last Name`
`Company`	`Company`
`Segment`	`Tags` `Groups`
`Stage`	`Tags`
`Tags`	`Tags`
`Formality`	`Key Background Info`
`Birthday`	`Birthdate`
`Home Email`	`Personal Email` `Personal Email 2`
`Other Email`	`Personal Email 2`
`Business Email`	`Work Email`
`Mobile Phone`	`Mobile Phone`
`Home Phone`	`Home Phone`
`Business Phone`	`Work Phone`
`Web Site`	`Work Website`
`Twitter`	`Social Profile`
`Facebook`	`Social Profile 2`
`Linkedin`	`LinkedIn`
`Home Street`	`Home Address Line 1`
`Home City`	`Home City`
`Home State`	`Home State`
`Home Postal Code`	`Home Zip`
`Home Country`	`Home Country`
`Business Street`	`Work Address Line 1`
`Business City`	`Work City`
`Business State`	`Work State`
`Business Postal Code`	`Work Zip`
`Custom lead-source`	`Tags` `Lead Source`
`Custom spouse`	`Key Background Info`
`Custom children`	`Key Background Info`
`Custom referred-by`	`Key Background Info`
`Custom purchase-anniversary`	`Home Anniversary`
`Custom wedding-anniversary`	`Wedding Anniversary`
`Notes`	`Notes`

Cloze Id Cloze Url Cloze App Url Last Interaction First Interaction Title Score Gender

These go to SOURCE_EVIDENCE.jsonl. Choose a destination on the preview screen to bring one onto the Home contact.

Middle Name

No Home field takes these. Map one by hand on the preview screen if you want it.

Three contacts from the sample file. Only the filled columns are shown, on both sides.

Your export

and 29 more filled columns

HOME_Import.csv

First Name: Zelmira
Last Name: Quast
Work Email: orders@quastwick.example.test
Personal Email: zelmira.quast@example.test
Mobile Phone: +18015550142
Home Phone: +18015550143
Work Phone: +18015550144
Company: Quastwick Press
Work Website: https://quastwick.example.test
Home Address Line 1: 212 Wrenlock Hollow Rd
Home City: Park City
Home State: UT
Home Zip: 84060
Home Country: USA
Work Address Line 1: 9 Inkwell Row
Work City: Salt Lake City
Work State: UT
Work Zip: 84101
Tags: Book club, Neighbors, stage-lead, seg-a-advocate, src-open-house, touch-none, from-cloze-4, Relationship, Related to: Barnaby Quast
Groups: Sphere of influence, Past clients
Birthdate: 06/14/1981
Home Anniversary: 09/03/2019
Wedding Anniversary: 05/24/2008
Notes: Met at the library fundraiser. Prefers email in the morning. First Interaction Direction: inbound First Interaction Type: Email Source CRM Last Touch Type: outbound email
Key Background Info: F - Married to Barnaby Quast, Child Pip Quast Referred by: Ottoline Marchbanks Salutation preference: Casual
Status: Undefined
LinkedIn: https://linkedin.example.test/in/zelmira-quast
Personal Email 2: zq.press@example.test
Social Profile: https://x.com/zelmiraquast
Social Profile 2: https://www.facebook.com/zelmira.quast.example
Lead Source: Open House

Your export

and 14 more filled columns

HOME_Import.csv

First Name: Ottoline
Last Name: Marchbanks
Personal Email: ottoline@marchbanks.example.test
Mobile Phone: +13855550145
Home Phone: +13855550146
Company: Marchbanks Candle Works
Work Website: https://marchbanks.example.test
Home Address Line 1: 48 Tallow Close
Home City: Heber City
Home State: UT
Home Zip: 84032
Home Country: USA
Tags: Candle fair, stage-nurture, seg-b-fan, src-referral, touch-none, from-cloze-4
Groups: Sphere of influence
Birthdate: 11/02/1975
Notes: Looking to sell the workshop next spring. First Interaction Direction: inbound First Interaction Type: Email Source CRM Last Touch Type: outbound email
Status: Undefined
LinkedIn: https://linkedin.example.test/in/ottoline-marchbanks
Social Profile: https://x.com/ottolinewicks
Lead Source: Personal Network

Your export

and 11 more filled columns

HOME_Import.csv

First Name: Teodric
Last Name: Wrenfield
Work Email: t.wrenfield@wrenfield.example.test
Personal Email: teodric.wrenfield@example.test
Mobile Phone: +14355550147
Home Address Line 1: 7 Plumb Line Way
Home City: Kamas
Home State: UT
Home Zip: 84036
Home Country: USA
Tags: Past client, Golf, stage-client, seg-c-network, src-website, touch-none, from-cloze-4, Relationship, Related to: Isolde Wrenfield
Groups: Sphere of influence, Past clients
Home Anniversary: 04/18/2016
Notes: Closed in April. Sends a card every year. First Interaction Direction: inbound First Interaction Type: Email Source CRM Last Touch Type: outbound email
Key Background Info: F - Married to Isolde Wrenfield Salutation preference: Formal
Status: Undefined

Ready with your own file?