# Switch from Close to Migaru in four steps

> Export your leads, contacts and opportunities, import each file in a minute or two, and connect your inbox. Migaru keeps the record from your email, calendar and call transcripts, and drafts every follow-up for you to send.

## The move at a glance

- **Four steps** from the first export to a connected inbox.
- **A minute or two** to import a file of tens of thousands of rows.
- **Two years** of email and meetings, read back from each mailbox.
- **Undo** any import from its history, if a column went to the wrong field.

## Close to Migaru, step by step

1. **Export your records from Close.** Export leads, contacts and opportunities from Close, each as its own CSV file with all fields. Nothing connects to Close, so nothing there changes while you move.
2. **Set up your stages and fields.** Name your deal stages exactly as your opportunity statuses are named in Close, and add a field for each custom field you want to keep. The importer maps onto fields that already exist, and a stage only comes across if Migaru has one spelled exactly the same way.
3. **Import each file.** Import leads as accounts, contacts as contacts and opportunities as deals, up to 50,000 rows a file. Columns named like one of your fields map themselves, and where it can, Migaru suggests a field for the rest for you to check. Every import is logged and can be undone.
4. **Connect your mailbox and calendar.** Each person connects Gmail or Outlook along with its calendar, and Migaru reads back up to two years. Conversations land on the records you imported: contacts are matched on email address and accounts on the domain of their website, so https://www.acme.com and acme.com are the same account. Anything that still looks like a duplicate is flagged for you to merge.

### After the move, if you want

- **Add your call transcripts.** Drop in the transcripts your recorder exports, several at a time. Migaru files each one on the meeting it belongs to, making one when your calendar never had it, or on the account or contact when it can't be sure, and lists any it can't place for you to attach. It reads each one for commitments, unless the person who uploaded it keeps only who and when.
- **Rebuild the automations you still need.** Describe each rule in a sentence: what triggers it, the conditions, and what to do, such as set a field, create a task or notify someone. Migaru reads the rule back to you before it is created. Workflows come with Pro and above.

## What comes across from Close

| In Close | In Migaru |
| --- | --- |
| **Leads** | Accounts. One already in Migaru with the same website is filled in rather than copied. |
| **Contacts** | Contacts. A company column links each to its company's account, made if there isn't one, and a contact already here with the same email address is filled in rather than copied. |
| **Opportunities** | Deals, each at the stage with the same name. Nothing identifies a deal, so import the file once, or undo the first run before a second. |
| **Emails** | Read again from each person's mailbox, with their calendar, up to two years back. |
| **Calls and SMS** | Not in Migaru: there is no dialer and no SMS. Keep a phone tool beside it if your team lives on the phone. |
| **Call recordings** | Not imported. Drop in any transcript you can save as a file, and Migaru files it on a meeting, made for it if your calendar never had one. |
| **Sequences and workflows** | Rebuilt on Pro and above. Sequences are email only, and draft each step for you to send. |

## What you gain by leaving Close

### The record keeps itself

Every outside thread and meeting is filed on its contacts and account, and people and companies it hasn't seen are added for you.

### A brief before every meeting

For each external meeting in the next 48 hours: the account, its people, recent threads, open deals and open tasks, in one brief.

### Promises become tasks

What each side promised in the transcripts you upload, and in email if you allow it, becomes a task, with a follow-up drafted when it comes due.

### Every email read before it goes

Follow-ups and sequence steps wait in a review queue, and approving one puts a draft in your own mailbox. Migaru's own code can't send email.

## Still weighing it up?

The comparison sets Migaru beside Close on price, recording, sending and more, and says plainly where Close is the better choice. [Migaru vs Close](https://www.migaru.ai/compare/migaru-vs-close.md).

## Frequently asked questions

### How long does it take to switch from Close?

Four steps. Each import runs as soon as its columns are mapped, taking a minute or two for a file of tens of thousands of rows, and each person connects their mailbox and calendar in a couple of minutes. Reading two years of email and meetings carries on in the background, a batch every fifteen minutes, while you work.

### Does Migaru replace Close's dialer?

No. Migaru has no calling or SMS. If your team works the phone, keep a dialer beside it, and upload the transcripts of the calls you record, which are filed on a meeting and read for what each side promised.

### Can we keep using Close while we move?

Yes. Migaru never connects to Close, so nothing there changes while your team moves across. There's no sync between the two either, so pick a day to stop entering data in Close.

### Does our email history come across from Close?

Not from Close: Migaru reads it from the source instead. When each person connects Gmail or Outlook, up to two years of email and meetings are read back and filed on the records you imported.

## Sources

What this page says about Close, from how its records export to what it charges, was checked against the pages below. They change, so check theirs before you move. Checked 2026-09-28.

- [Exporting data from Close](https://help.close.com/docs/exporting-data)
- [Opportunity pipelines and statuses in Close](https://help.close.com/docs/opportunity-statuses)
- [Close pricing](https://www.close.com/pricing)
- [Close communication](https://www.close.com/communication)
- [Close automation](https://www.close.com/automation)

## Moving from somewhere else?

- [Switch from HubSpot](https://www.migaru.ai/migration/hubspot.md)
- [Switch from Salesforce](https://www.migaru.ai/migration/salesforce.md)
- [Switch from Pipedrive](https://www.migaru.ai/migration/pipedrive.md)
- [Switch from Copper](https://www.migaru.ai/migration/copper.md)
- [Switch from Lightfield](https://www.migaru.ai/migration/lightfield.md)
- [Switch from Attio](https://www.migaru.ai/migration/attio.md)
- [Switch from folk](https://www.migaru.ai/migration/folk.md)
- [Switch from Day.ai](https://www.migaru.ai/migration/day-ai.md)
- [Switch from Clarify](https://www.migaru.ai/migration/clarify.md)
- [A spreadsheet or another CRM](https://www.migaru.ai/migration.md)

Bring your Close records. Your inbox fills in the rest. Start a trial, import your Close files and connect your inbox. Nothing in Close changes while you try it. [Start free trial](https://app.migaru.ai/sign-up) or [request a demo](https://www.migaru.ai/book-demo).

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Canonical page: https://www.migaru.ai/migration/close
Last updated: 2026-09-28