CRM Better

CRM export

Move Brivity into HOME.

A sample file in this layout, run through the converter on November 1, 2026. Every value below comes out of that run.

1Export from Brivity

Export your contacts as CSV.

2What comes across

51 of 52 columns in the sample file reach a Home field.

A column counts as coming across when any contact in the sample file puts it in Home. Contacts that leave it empty do not change that.

In the Brivity fileIn Home
First NameFirst Name Key Background Info
Last NameLast Name Key Background Info
Email PersonalPersonal Email
Email WorkWork Email
Email Other 1Personal Email
Phone HomeHome Phone
Phone MobileMobile Phone
Phone WorkWork Phone
Phone Other 1Personal Phone
TypeTags Groups
StatusTags Groups Status
StageTags
IntentionTags
SourceTags Lead Source
Submitted AtKey Background Info
BirthdateBirthdate
Marital StatusKey Background Info
AnniversaryWedding Anniversary
Envelope SalutationKey Background Info
Letter SalutationKey Background Info
Home Street AddressHome Address Line 1 Key Background Info Home Address Line 1 2 Home Address Line 2 2 Home City 2 Home State 2 Home Zip 2 Home Country 2
Home Suite/Apt NumberHome Address Line 2 Key Background Info
Home CityHome City Key Background Info
Home State/ProvinceHome State Key Background Info
Home Postal CodeHome Zip Key Background Info
Mailing Street AddressKey Background Info
Mailing Suite/Apt NumberKey Background Info
Mailing CityKey Background Info
Mailing State/ProvinceKey Background Info
Mailing Postal CodeKey Background Info
Work Street AddressWork Address Line 1
Work Suite/Apt NumberWork Address Line 2
Work CityWork City
Work State/ProvinceWork State
Work Postal CodeWork Zip
Investment Street AddressKey Background Info Home Address Line 1 2 Home Address Line 2 2 Home City 2 Home State 2 Home Zip 2 Home Country 2
Investment Suite/Apt NumberHome Address Line 2 2
Investment CityHome City 2 Key Background Info
Investment State/ProvinceHome State 2 Key Background Info
Investment Postal CodeHome Zip 2 Key Background Info
Other Street Address 1Key Background Info
Other City 1Key Background Info
Other State/Province 1Key Background Info
Other Postal Code 1Key Background Info
CountryKey Background Info
DescriptionKey Background Info
TagsTags Groups
Note 1Notes
Note 2Notes
Note 3Notes
Note 5Notes

Kept in your download, not on the contact

Primary Agent

These go to SOURCE_EVIDENCE.jsonl. Choose a destination on the preview screen to bring one onto the Home contact.

3Before and after

Three contacts from the sample file. Only the filled columns are shown, on both sides.

Contact 1

Your export

First Name
Quorra
Last Name
Sample
Email Personal
quorra.sample@example.test
Phone Home
555-555-0102
Phone Mobile
5555550101
Type
lead
Status
watch
Stage
Nurture
Intention
buyer
Source
Zillow
Primary Agent
Jordan Advisor
Submitted At
03/14/2024
Birthdate
07/04/1980
Marital Status
Married
Anniversary
06/20/2005
Envelope Salutation
Quorra and Halvorine Sample
Letter Salutation
Dear Quorra and Halvorine
Home Street Address
100 Example Way

and 15 more filled columns

HOME_Import.csv

First Name
Quorra
Last Name
Sample
Personal Email
quorra.sample@example.test
Mobile Phone
+15555550101
Home Phone
+15555550102
Home Address Line 1
100 Example Way
Home Address Line 2
Apt 9Z
Home City
Springfield
Home State
VT
Home Zip
00001
Home Country
USA
Tags
seg-lead, stage-watch, seg-stage-nurture, seg-buyer, src-zillow, SOI, zz12a b 34, from-brivity-8
Groups
Leads, Sphere of influence
Birthdate
07/04/1980
Wedding Anniversary
06/20/2005
Notes
Timeframe: 6 to 12 months Price: 400k to 500k Area: Example Valley Asked about the open house. Follow up [[sample token]] Prefers text
Key Background Info
Brivity Description: 1234567 Envelope Salutation: Quorra and Halvorine Sample Letter Salutation: Dear Quorra and Halvorine Marital Status: Married Source CRM Added: 03/14/2024
Status
Nurture
Lead Source
Zillow

Contact 2

Your export

First Name
Vexley
Last Name
Example
Email Personal
vexley@example.test
Phone Mobile
555-555-0103
Type
lead
Status
nurture
Stage
New lead
Intention
seller/buyer
Source
Realtor.com
Primary Agent
Jordan Advisor
Submitted At
11/02/2025
Birthdate
03/03/2026
Envelope Salutation
Vexley Example
Letter Salutation
Dear Vexley
Home Street Address
200 Sample St
Home Suite/Apt Number
777
Home City
Springfield
Home State/Province
VT

and 1 more filled columns

HOME_Import.csv

First Name
Vexley
Last Name
Example
Personal Email
vexley@example.test
Mobile Phone
+15555550103
Home Address Line 1
200 Sample St
Home Address Line 2
777
Home City
Springfield
Home State
VT
Home Zip
00002
Home Country
USA
Tags
seg-lead, stage-nurture, seg-stage-new-lead, seg-buyer-seller, src-realtor-com, from-brivity-8
Groups
Leads
Birthdate
03/03/2000
Key Background Info
Source CRM Added: 11/02/2025
Status
Nurture
Lead Source
Realtor.com

Contact 3

Your export

First Name
Brindle
Last Name
Placeholder
Email Personal
brindle@example.test
Phone Mobile
5555550104
Type
lead
Status
past-client
Stage
Nurture
Intention
seller
Source
Referral
Primary Agent
Jordan Advisor
Submitted At
01/09/2019
Envelope Salutation
Brindle Placeholder
Letter Salutation
Dear Brindle
Home Street Address
300 Fixture Ln
Home City
Shelbyville
Home State/Province
VT
Home Postal Code
00003
Mailing Street Address
PO Box 104

and 8 more filled columns

HOME_Import.csv

First Name
Brindle
Last Name
Placeholder
Personal Email
brindle@example.test
Mobile Phone
+15555550104
Home Address Line 1
300 Fixture Ln
Home City
Shelbyville
Home State
VT
Home Zip
00003
Home Country
USA
Tags
seg-lead, stage-past-client, seg-stage-nurture, seg-seller, src-referral, from-brivity-8
Groups
Past clients
Key Background Info
Source CRM Added: 01/09/2019
Status
Closed
Lead Source
Personal Network
Home Address Line 1 2
310 Rental Rd
Home Address Line 2 2
Suite 4040
Home City 2
Ogden
Home State 2
VT
Home Zip 2
00004
Home Country 2
USA
Home Address Line 1 3
PO Box 104
Home City 3
Shelbyville
Home State 3
VT
Home Zip 3
00003
Home Country 3
USA

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Convert your Brivity