CRM
Find and export
your Close data.
Close's CSV and JSON exports serve different purposes. Flat tables provide record counts, while JSON lead exports can retain the activity history linked to those leads.
- Report in
- Records
- Category
- CRM
- Last checked
Find your Close data size
- Use a role allowed to export the records in scope.
- Open Leads, clear filters for the full account scope, and choose … → Export.
- Export Leads, Contacts and Opportunities as separate CSVs.
- Count the rows in each file and record the included types and filters.
What to include in your data inventory
Report in records with separate counts for leads, contacts and opportunities. Mention any available email, call, SMS and note history.
Use the earliest lead creation date for the starting year and count current staff accounts. Identify imported history where relevant.
Export your Close history
- From an unfiltered Leads list, open … → Export.
- Choose Leads, the JSON format and All fields for the relevant activity-rich export.
- Download the archive from the completion email.
- Collect the separate contact and opportunity tables if required, keeping their lead relationships.
Close's built-in JSON lead export is the route for activities, including emails, calls, SMS and notes. Check the export settings and sample records for coverage.
Download links expire after 7 days. An API extraction also needs the appropriate activity option and permissions.
Why Close data has value for AI training
Lead histories can connect outreach messages and calls to later opportunity outcomes. Their sequence shows how a salesperson responds as a conversation develops.
Notes and custom fields provide context about the customer's situation and the team's decisions.
What stays private
Choose the leads and activities in scope, with confidential notes and message content reviewed separately.
Telegraph Lab reviews the proposed material with you and agrees how sensitive information will be handled. Preparation can include excluding material, redacting details and replacing personal identifiers. Your company keeps ownership; the licensing agreement defines the material, permitted uses and authorized recipients.
Common questions about Close data
Does a CSV include the activities?
Close directs activity exports through JSON. A flat CSV is useful for the corresponding record table.
Where do we export contacts?
Use the Leads page export and set the type to Contacts.
Can we export a selected group of leads?
Yes. Apply the desired search filters and record that scope alongside the export.
How long is the emailed link available?
Close states that export download links expire after 7 days.