Your Export In Home
Translate existing tags
Rename a tag, add an alias, or remove it from every contact. Privacy and suppression tags remain protected.
YOUR RELATIONSHIPS. READY FOR WHAT’S NEXT.
Bring your contacts Home. Into the HOME Platform.
A simpler move from your old CRM to the HOME Platform, with the details that make your contacts more than a list of names.
CRM Better turns your exports into import files for HOME. Review your contacts, choose where each detail goes, and bring your notes and relationship history along.
✓ No account needed✓ Files stay on your device✓ You review before importing
Choose or drop your export files
Start with one complete export from your CRM. No need to split it by status or tag.
CSV, Excel, Apple Numbers, vCard, or ZIP · up to 10 files, 50 MB in total
Your files
Use files from one person’s contacts at a time. You can combine several of your lists; overlapping contacts are consolidated.
Conversion runs in this browser using programmed rules, not AI. Your contact files are not uploaded to our server. Privacy policy.
Converts exports from
Contact lists
Google Contacts
iPhone Contacts
BEFORE YOU MOVE YOUR CONTACTS
Good questions. Clear answers.
What to know about converting your CRM contacts for the HOME Platform.
How do I move contacts from another CRM into the HOME Platform?
Export your contacts from your current CRM, choose those files above, and review the preview. Adjust field mappings, statuses, and tags as needed. Download the prepared import files, then upload them in HOME’s contact import workflow. Review HOME’s mapping and import results before treating the move as complete.
Which CRM exports can I use?
CRM Better includes source-specific support for Google Contacts, Cloze, Follow Up Boss, kvCORE, Lofty / Chime, Top Producer contact exports, RealScout, ActivePipe, Rechat, Buffini Referral Maker, Wise Agent, Brivity, Daylite, and Flexmls, plus generic spreadsheets and vCards, including iPhone Contacts. Export versions and available fields vary. The preview and report show how your particular files are handled. Using something else? Use the “Request it” link with the CRM logos above.
How big can my export be?
Your browser does the converting, so size is limited by what a browser tab can hold. A batch can be up to 50 MB in total, about 100,000 contacts. CSV and vCard files can be up to 50 MB each; Excel and Numbers files up to 15 MB each, because they are compressed. ZIPs can contain up to 10 supported contact files, within the same limits after unzipping. Larger exports: split them by year or by tag and convert them in batches. Keep this tab open while reviewing. No account is needed.
What happens to my notes, tags, and relationship history?
Contact details, notes, tags, and relationship information carry forward when they’re in your export. Depending on the source and your choices, information can become a HOME field, a tag, a note, or background information. Review the converted contacts and report to check where your details went. Information that your old CRM did not include in the export cannot be recovered from that file.
Can I change a column mapping, such as “Phone 1” to a mobile field?
Yes. Open Edit field mapping on the preview screen, choose the source field, and select its destination. Update the preview to check the result. A heading like “Phone 1” does not always identify the phone type, so choose the destination that matches your data.
How are duplicate contacts and incomplete records handled?
The converter consolidates contacts that match its duplicate rules and reports the results. Check the contact previews and counts, especially when combining exports. Contacts with no email, phone, or address are left out and listed separately; valid private or hidden contacts are included with their source labels. Set their visibility permissions in HOME after importing.
Are my contacts uploaded or sent to an AI service?
Contact conversion happens on your device, in your browser, using programmed rules. The conversion never uploads your contact files or converted records to our server or sends them to an AI service. Usage analytics exclude contact contents. Support reports are separate: our AI reviews the reports you choose to send, and files are attached only if you explicitly choose that option. If you attach your files to a report, we use them to reproduce the problem, which can involve AI tools. Read the privacy policy.
Does this tool change anything in my current CRM or in HOME?
No. It reads the files you choose and creates new files for you to download. Your originals remain unchanged. You decide when to import the result into HOME and should check HOME’s import results afterward.
Can I bring buyer search preferences with me?
When your export includes supported buyer criteria, CRM Better can prepare editable search names and prompts. Copy them into HOME’s AI assistant and check the resulting filters. The converter does not create saved searches, invite clients, or switch on alerts.
Is CRM Better an official Compass or HOME product?
No. CRM Better is an independent tool made by Elorati. No Compass or HOME account connection is required to prepare your files here.
Here’s what your contacts will look like in HOME.
Browse a few of your contacts. If everything looks right, keep going. Open Edit field mapping only if a detail is in the wrong place.
Split combined couple contacts
Check both names and choose who owns each email and phone. Confirm queues your choice; Apply reviewed choices updates all reviewed pairs together.
How shared details import
Shared emails go in one person’s email field and both people’s notes to avoid email-based merging in HOME. Shared phones can go on both.
Address, tags, notes, status and home anniversary are copied to both. Personal dates and job information stay with person 1; their original values are also kept in person 2’s notes.
Relationship tags help you find the pair; create their household link in HOME after importing. Separate-contact creation in HOME still needs verification.
These are sample contacts, not your whole list. Use Previous contact and Next contact to check a few.
Edit field mapping (optional)
Choose where each column goes in HOME. Changes apply to every contact in this file.
To correct missing or incorrect contact details, edit your source file.
Statuses & tags
Choose how your contacts start out in HOME, add tags if you like, then continue to download.
Status in HOME
A status is where a contact stands with you. HOME uses it to remind you when to reach out.
These are HOME’s defaults. This tool sets the status in your file but doesn’t change HOME’s settings.
Tags (optional)
Add a tag to every contact
It goes on every contact across all your uploaded files, including contacts without a status.
Press Enter or use commas to add tags. Up to 48 characters per tag. Existing tags are kept.
OPTIONAL · AFTER DOWNLOAD
Prepare buyer searches for HOME
Your search names and prompts are filled in from the export. Copy and paste into Home’s AI assistant, or download them for later. You can skip this entirely. Your contact download is already complete.
A prompt prepares the next step. This tool does not create searches,
invite clients, or enable alerts.
Your contacts are ready for HOME.
Download the file below, then upload it in HOME → Contacts → Import. Nothing has been added to HOME yet.
Your HOME import
Each import CSV stays below 10 MB and contains up to 10,000 contacts. If you receive a ZIP, unzip it and import each numbered CSV into HOME separately.
Private contacts: review separately
Contacts with no contact info
OPTIONAL NEXT STEP
Bring your buyer searches along
All files (optional)
Keep the full record for your files or support: source details, mapping choices, reports, and alternate import files. You don’t need this archive to import your contacts.
Converting more files from this CRM?
Export mapping saves your column choices, statuses and tag translations as a small file, never your contacts. Tags you add to every contact are not saved. On the next file, open Edit field mapping on Preview and choose Import mapping.