CRM export

Move Daylite 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 Daylite

Export your contacts as CSV.

Vendor help: Daylite help center. We could not open it to check the steps, so none are copied here.

41 of 44 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 Daylite file	In Home
`First Name`	`First Name`
`Last Name`	`Last Name`
`Nickname`	`Key Background Info`
`Name`	`First Name` `Last Name`
`Street`	`Home Address Line 1`
`City`	`Home City`
`State/Province`	`Home State`
`ZIP/Postal Code`	`Home Zip`
`Country`	`Home Country`
`Phone Label 1`	`Personal Phone` `Mobile Phone` `Home Phone`
`Phone 1`	`Mobile Phone` `Home Phone`
`Phone Label 2`	`Personal Phone` `Home Phone`
`Phone 2`	`Home Phone`
`Email Label 1`	`Personal Email` `Work Email`
`Email 1`	`Personal Email` `Work Email`
`Email Label 2`	`Work Email` `Work Email 2`
`Email 2`	`Work Email` `Work Email 2`
`URL`	`Work Website` `Key Background Info`
`Birthday`	`Birthdate`
`Keywords`	`Tags` `Groups`
`Spouse Name`	`Key Background Info`
`Child 1`	`Key Background Info`
`Pet 1`	`Key Background Info`
`Details`	`Notes`
`Anniversary`	`Wedding Anniversary`
`Closing Date 1`	`Key Background Info`
`Sale Date`	`Key Background Info`
`CLIENT SOURCE`	`Tags` `Lead Source`
`Hobbies`	`Key Background Info`
`Category`	`Tags` `Groups`
`Company`	`Company`
`Role`	`Key Background Info`
`Job Title`	`Title` `Key Background Info`
`Company Email`	`Work Email 2`
`Company Phone 1`	`Work Phone`
`Company URL`	`Key Background Info`
`Company Street`	`Work Address Line 1` `Work Country`
`Company City`	`Work City`
`Company State`	`Work State`
`Company ZIP/Postal Code`	`Work Zip`
`Created`	`Key Background Info`

Owner Created By

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

Middle Name

No Home field takes these. Map one by hand on the preview screen if you want it.

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

Your export

and 24 more filled columns

HOME_Import.csv

First Name: Zelmira
Last Name: Quast
Work Email: zq@quastwick.example.test
Personal Email: zelmira.quast@example.test
Mobile Phone: +18015550152
Home Phone: +18015550153
Work Phone: +18015550154
Title: Publisher
Company: Quastwick Press
Work Website: https://quast.example.test
Home Address Line 1: 14 Marrowbone Lane
Home City: Brackenmere
Home State: UT
Home Zip: 00041
Home Country: USA
Work Address Line 1: 9 Inkwell Row
Work City: Brackenmere
Work State: UT
Work Zip: 00041
Work Country: USA
Tags: Book club, Neighbors, seg-client, src-open-house, from-daylite-4, Relationship, Related to: Teodric Quast
Birthdate: 06/14/1981
Wedding Anniversary: 09/12/2009
Notes: Met at the library fundraiser.
Key Background Info: Spouse: Teodric Quast Children: Wren Company Website: https://quastwick.example.test Hobbies: Fiddle, bookbinding Nickname: Zel Pets: Biscuit Role: Owner Source CRM Added: 03/02/2025
Status: Undefined
Work Email 2: press@quastwick.example.test
Lead Source: Open House

Your export

and 2 more filled columns

HOME_Import.csv

Your export

and 2 more filled columns

HOME_Import.csv

Ready with your own file?