CRM Better

Contact export

Move Farm lists 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 Farm lists

Export your contacts as CSV.

2What comes across

28 of 50 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 Farm lists fileIn Home
Owner Name2Notes
Owner1 First NameFirst Name Key Background Info Notes
Owner1 Last NameLast Name Key Background Info Tags Notes
Owner1 Spouse First NameKey Background Info
Full Mail AddressHome Address Line 1 Home City Home Zip Home Address Line 1 2 Home City 2 Home State 2 Home Zip 2 Home Country 2 Key Background Info
Mail Address CityHome City Key Background Info
Mail Address StateHome State Key Background Info
Mail Address ZipHome Zip Key Background Info
Parcel NumberNotes
Full Site AddressHome Address Line 1 Notes
Site AddressHome Address Line 1 Notes
Site Address CityNotes Home City 2 Home City
Site Address StateNotes Home State 2 Home State
Site Address ZipNotes Home Zip 2 Home Zip
Sale DateHome Anniversary Notes
Sales PriceNotes
Prior Sale DateNotes
Prior Sales PriceNotes
Building AreaNotes
Year BuiltNotes
BedroomsNotes
BathroomsNotes
Partial BathroomsNotes
Lot Area SQFTNotes
Lot Area AcresNotes
Tax DelinquentTags Notes
Tax Delinquent Year(s)Notes
TractTags

Kept in your download, not on the contact

Assessed Improvement Value Assessed Land Value Total Assessed Value Sales Document Number Cost Per Sq Ft Owner Occupied Seller1 First Name Seller1 Last Name Prior Seller1 First Name Prior Seller1 Last Name Fireplace Garage Number of Cars Garage Type Number of Building Number of Stories Number of Units Rooms Sewer Use Code Description Tax Amount Lot Number Zoning

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

Owner Name2
Zelmira & Teodric Quast
Owner1 First Name
Zelmira
Owner1 Last Name
Quast
Owner1 Spouse First Name
Teodric
Full Mail Address
14 Marrowbone Lane
Mail Address City
Brackenmere
Mail Address State
UT
Mail Address Zip
00041
Parcel Number
900-100-001
Full Site Address
22 Fernlock Court
Site Address
22 Fernlock Court
Site Address City
Hollow Ridge
Site Address State
UT
Site Address Zip
00051
Assessed Improvement Value
210000
Assessed Land Value
95000
Total Assessed Value
305000
Sale Date
03/17/2014

and 31 more filled columns

HOME_Import.csv

First Name
Zelmira
Last Name
Quast
Home Address Line 1
14 Marrowbone Lane
Home City
Brackenmere
Home State
UT
Home Zip
00041
Home Country
USA
Tags
from-fernlock-meadows-crm-farm-absentee, farm-fernlock-meadows, farm-absentee, Relationship, Related to: Teodric Quast
Home Anniversary
03/17/2014
Notes
Farm property, absentee owner, parcel 900-100-001: 22 Fernlock Court, Hollow Ridge, UT 00051 Owner of record: Zelmira & Teodric Quast Sold 03/17/2014 for $410,000. Prior sale 06/01/2008 for $290,000. 3 bed, 2 bath (+1 partial), 1,850 sq ft, built 1987, lot 7,405 sq ft (0.17 acres)
Key Background Info
Spouse: Teodric Quast
Status
Nurture
Home Address Line 1 2
22 Fernlock Court
Home City 2
Hollow Ridge
Home State 2
UT
Home Zip 2
00051
Home Country 2
USA

Contact 2

Your export

Owner Name2
Ottoline Marchbanks
Owner1 First Name
Ottoline
Owner1 Last Name
Marchbanks
Full Mail Address
48 Tallow Close
Mail Address City
Hollowmere
Mail Address State
UT
Mail Address Zip
00042
Parcel Number
900-100-003
Full Site Address
26 Fernlock Court
Site Address
26 Fernlock Court
Site Address City
Hollow Ridge
Site Address State
UT
Site Address Zip
00051
Assessed Improvement Value
210000
Assessed Land Value
95000
Total Assessed Value
305000
Sale Date
7/9/2021
Sales Price
475000

and 24 more filled columns

HOME_Import.csv

First Name
Ottoline
Last Name
Marchbanks
Home Address Line 1
48 Tallow Close
Home City
Hollowmere
Home State
UT
Home Zip
00042
Home Country
USA
Tags
from-fernlock-meadows-crm-farm-absentee, farm-fernlock-meadows, farm-absentee, farm-tax-delinquent
Home Anniversary
07/09/2021
Notes
Farm property, absentee owner, parcel 900-100-003: 26 Fernlock Court, Hollow Ridge, UT 00051 Sold 07/09/2021 for $475,000. 3 bed, 2 bath, 1,620 sq ft, built 1979, lot 6,200 sq ft (0.14 acres) Tax delinquent: 2025, 2024
Status
Nurture
Home Address Line 1 2
26 Fernlock Court
Home City 2
Hollow Ridge
Home State 2
UT
Home Zip 2
00051
Home Country 2
USA

Contact 3

Your export

Owner Name2
Isolde Pennyfeather
Owner1 First Name
Isolde
Owner1 Last Name
Pennyfeather
Full Mail Address
31 Rosin Lane
Mail Address City
Midhollow
Mail Address State
UT
Mail Address Zip
00044
Parcel Number
900-100-004
Full Site Address
28 Fernlock Court
Site Address
28 Fernlock Court
Site Address City
Hollow Ridge
Site Address State
UT
Site Address Zip
00051
Assessed Improvement Value
210000
Assessed Land Value
95000
Total Assessed Value
305000
Sale Date
2/2/2017
Sales Price
385000

and 23 more filled columns

HOME_Import.csv

First Name
Isolde
Last Name
Pennyfeather
Home Address Line 1
31 Rosin Lane
Home City
Midhollow
Home State
UT
Home Zip
00044
Home Country
USA
Tags
from-fernlock-meadows-crm-farm-absentee, farm-fernlock-meadows, farm-absentee
Home Anniversary
02/02/2017
Notes
Farm property, absentee owner, parcel 900-100-004: 28 Fernlock Court, Hollow Ridge, UT 00051 Sold 02/02/2017 for $385,000. 2 bed, 2 bath, 1,400 sq ft, built 1972, lot 5,800 sq ft (0.13 acres)
Status
Nurture
Home Address Line 1 2
28 Fernlock Court
Home City 2
Hollow Ridge
Home State 2
UT
Home Zip 2
00051
Home Country 2
USA

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