Close.com data extractor

Import a new customer’s Close.com data — activity custom fields, answered detached call tasks, call activities, and contact custom fields, and 41 more object types — into your product as normalised, relational tables. Vern handles Close.com’s auth, pagination and rate limits, so onboarding a customer off Close.com doesn’t mean building and maintaining that plumbing yourself.

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Objects extracted: 45
Incremental: 21
Authentication: API key or access token

Export coverage

What Vern pulls from Close.com

Know exactly what comes across before you migrate. Every object below is normalised into typed tables with referential keys preserved, so the relationships between a customer's records survive the import.

Activity custom fields
Answered detached call tasks
Call activities
Contact custom fields
Contacts
Created activities
Custom activities
Custom email connected accounts
Delete bulk actions
Dialer
Edit bulk actions
Email activities
Email bulk actions
Email followup tasks
Email sequences
Email templates
Email thread activities
Events
Google connected accounts
Incoming email tasks
Incoming sms tasks
Integration links
Lead custom fields
Lead status change activities
Lead statuses
Lead tasks
Leads
Meeting activities
Missed call tasks
Note activities
Opportunities
Opportunity custom fields
Opportunity due tasks
Opportunity status change activities
Opportunity statuses
Pipelines
Roles
Send as
Sequence subscription bulk actions
Smart views
Sms activities
Task completed activities
Users
Voicemail tasks
Zoom connected accounts

Managed by Vern

The parts you'd otherwise build yourself

Authentication

Your customer pastes their key once when they start the migration. Vern stores it encrypted, signs each request and handles retries — the raw credential never reaches the agent transcript.

Pagination

Vern detects and handles Close.com's paging model — cursor, page number or offset — internally, and returns one consistent, de-duplicated result set. You import a customer's complete data without ever managing a page token.

Rate limits

API sources rarely publish their real rate ceiling until you hit a 429 mid-import, and many silently cap page size. Vern queues and throttles requests to stay under the limit, so a partial pull never lands a customer in your product with missing data.

Output shape

Normalised JSON per object with referential keys preserved and timestamps in ISO 8601. Delivered as JSON or CSV, pushed to your API or webhook, or loaded straight into your application database.

Schema drift

If Close.com changes what it returns between migrations, the agent notices the difference against what it recorded last time and raises it, rather than importing a customer with a column quietly missing.

What it learns

Everything Vern works out about Close.com's quirks — field formats, enum values, ID and date patterns — is written down against the source and applied automatically to every customer you migrate off it afterwards.

What your customer provides

API Key

Collected once, stored encrypted in a vault, and attached to every request. Credentials are never written into the agent transcript.

API quickstart

Run a Close.com migration from your own product

Create the migration, let the agent extract and map, then pull the result out — without your customer ever seeing a Vern dashboard.

app.vern.so/api/v1

API=https://app.vern.so/api/v1
KEY="x-api-key: $VERN_API_KEY"
JSON="Content-Type: application/json"

# 1 — create a migration against Close.com
ID=$(curl -sX POST $API/migrations -H "$KEY" -H "$JSON" \
  -d '{"name":"Acme onboarding","source":"Close.com"}' \
  | jq -r .migration.id)

# 2 — hand over the customer's credentials for this run
curl -X POST $API/migrations/$ID/source-connection -H "$KEY" -H "$JSON" \
  -d '{"credentials": { ... }}'

# 3 — the agent extracts, maps and previews, stopping before it writes
curl -X POST $API/migrations/$ID/runs -H "$KEY" -H "$JSON" \
  -d '{"kind":"generate"}'

curl $API/migrations/$ID/preview -H "$KEY"

# 4 — approve, then pull the normalised rows back out
curl -X POST $API/migrations/$ID/runs -H "$KEY" -H "$JSON" \
  -d '{"kind":"execute"}'

curl -X POST $API/migrations/$ID/exports -H "$KEY" -H "$JSON" \
  -d '{"slugs":["customers","invoices"]}'

The Migration API runs the whole lifecycle over HTTP with an organisation-scoped key. The agent conversation can be streamed into your own UI, and the preview lets you check exactly what an import will produce before a single row is written.

Read the API reference

Close.com references

Onboarding a customer off Close.com?

Bring a real Close.com export and we'll show you what lands in your product.

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