Migrate from Close to Thawly

Move your lost deals from Close to Thawly in 10 minutes. Close (close.com) keeps its export workflow refreshingly simple — a saved Smart View on the Opportunities page plus a one-click CSV download is all you need.

What you need#

• A Close user account with the Export permission. Every paid plan (Startup, Professional, Enterprise) includes it for admins by default; on multi-seat plans an admin may need to flip the Export data permission for your role.
• A modern browser. No Close API key, no custom integration.
• About 10 minutes.

If you're on the legacy free trial or your role has been restricted, ask an admin to either grant export permission or run the export and email you the file.

Step-by-step extraction#

1. Log in to Close at app.close.com. Make sure you're in the right organisation if you're a member of several.
2. From the left nav, click Opportunities. [Screenshot: Close left nav with Opportunities selected]
3. Build a Smart View that filters to your lost deals. Click + New view at the top of the opportunities list, then add filters:
   • Status → Lost. Close lets every team customise the lost-status names — pick all of them (e.g. Lost, Lost — competitor, Disqualified, No decision).
   • Pipeline → your sales pipeline (skip the partner or onboarding pipelines if you have them).
   • Optionally Date Lost → last 3 years to keep the export tight.
4. Save the view as Lost deals for Thawly so you can re-run it later. [Screenshot: Close opportunities Smart View editor with status and date filters]
5. With the filtered list visible, click the Export button in the top-right of the opportunities list — it's a downward-arrow icon next to the bulk-edit menu.
6. In the export dialogue, choose CSV and tick the columns you want. At minimum: Lead Name, Company, Opportunity Value (or Annualized Value), Date Lost, Lost Reason, Note, plus any custom fields you use for Competitor or call summaries.
7. Click Export. Close generates the file and emails you a download link, usually within a minute. For larger exports, the file lands in Settings → Data → Exports.
8. Download the CSV from the email. Open it in Excel or Google Sheets to sanity-check the row count before uploading.

Field mapping#

Thawly's importer auto-maps any reasonable header. For reference:

• Company (or Lead Name if you don't keep companies separate from leads) → name
• Opportunity Value or Annualized Value → deal_value (GBP — see currency note below)
• Date Lost → lost_date
• Lost Reason → lost_reason
• Custom Competitor field → lost_to
• Note + any long-text custom fields → notes

Close treats Lead as the parent record and Opportunity as a child, so most teams keep the company name on the Lead. The export carries the lead name through onto every opportunity row, which is exactly what Thawly needs.

What to do with the Notes column#

Don't pre-clean. Paste the raw Note content — call summaries, the AE's lost-deal post-mortem, the "tried again Q3 2025, still no budget" comment — straight in. Thawly's AI summarises long activity logs and pulls out the structured signals (objection type, decision-maker title, competitor name, budget threshold) automatically. Editing notes by hand before upload is wasted work.

If your team uses Close's Activity entries (call recordings, SMS history, emails) and you want their summaries to flow in too, add the Activity Summary column to the export — it concatenates the most recent activity text into one cell.

Common gotchas#

• Duplicate companies. Close lets you have multiple opportunities against the same Lead. It's normal to see Marsden Ltd lost three times across two years. Thawly de-duplicates on lower-cased company name on import, so the CSV doesn't need pre-deduplication.
• Currency mismatches. Close supports per-opportunity currencies. Either filter to Currency = GBP before exporting, or post-process the CSV to drop non-GBP rows. Mixing currencies skews Thawly's prioritisation because deal values feed directly into the score.
• Multi-pipeline issues. Close calls them Pipelines and a single Lead can have opportunities across several. The Smart View filter on Pipeline is the safe way to scope — don't rely on a stage-name filter alone, because lost-stage names are reused across pipelines.
• Stale "won" or "open" deals. Close's status model has Active, Won, Lost and your custom values. Filter on Status = Lost rather than a stage name, otherwise you'll catch deals that are still open in a stage someone happened to name Lost — review.
• Lost reason is a free-text field by default. Some Close orgs configure Lost Reason as a picklist; others leave it as free text and AEs type whatever they want. Either is fine for Thawly's AI — the message will be sharper when the reason is concrete (price, competitor, internal build) but the draft works either way.

What happens next#

Once you have the CSV, drop it at thawly.co.uk/upload. We auto-map the columns, run a Companies House lookup against every company name and show you a per-row preview before importing anything. Bad matches and rows you want to skip are fixable in one click on the preview screen.

After import, monitoring kicks in on the next signal-source pass. The first digest only arrives when there's a real signal — see Reading your digest for what to expect.

Coming from a different CRM?#

• Migrate from Pipedrive — Close's lost-opportunity export is the closest cousin to Pipedrive's flow.
• Migrate from HubSpot — list-view export, common landing place for teams moving off Close.
• Migrate from a spreadsheet — if you've already cleaned the data in Excel.

For the bigger picture, read Dead deal recovery and Buying signals in B2B sales.