CRM export
Move Flexmls 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 Flexmls
Export your contacts as CSV.
2What comes across
9 of 10 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 Flexmls file | In Home |
|---|
primary_name | First Name Last Name |
|---|
primary_email | Personal Email Key Background Info Tags Groups |
|---|
timestamp | Key Background Info |
|---|
first-name | First Name |
|---|
last-name | Last Name |
|---|
phone-mobile-country-code | Key Background Info |
|---|
phone-primary | Personal Phone Key Background Info |
|---|
invalid_email | Tags Key Background Info |
|---|
phone-mobile | Mobile Phone Key Background Info |
|---|
Kept in your download, not on the contact
invite_to_portal_email
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
- primary_name
- alex rivera
- primary_email
- alex@example.com
- timestamp
- Mon Oct 5 14:22:01 2026
- first-name
- alex
- last-name
- rivera
- phone-mobile-country-code
- US
- phone-mobile
- 8015550101
HOME_Import.csv
- First Name
- Alex
- Last Name
- Rivera
- Personal Email
- alex@example.com
- Mobile Phone
- +18015550101
- Tags
- from-flexmls
- Key Background Info
- Source CRM Added: 2026-10-05
- Status
- Undefined
Contact 2
Your export
- primary_name
- Omar Haddad
- primary_email
- omar@example.com
- timestamp
- Sun Oct 18 09:00:00 2026
- first-name
- Omar
- last-name
- Haddad
- phone-mobile-country-code
- US
- phone-primary
- 801-555-0102
- invite_to_portal_email
- 2026-09-14T09:30:00-06:00
HOME_Import.csv
- First Name
- Omar
- Last Name
- Haddad
- Personal Email
- omar@example.com
- Personal Phone
- +18015550102
- Tags
- from-flexmls
- Key Background Info
- Source CRM Added: 2026-10-18
- Status
- Undefined
Contact 3
Your export
- primary_name
- Gus Vance
- primary_email
- gus@example.com
- timestamp
- Tue Oct 20 09:00:00 2026
- first-name
- Gus
- last-name
- Vance
- phone-mobile-country-code
- US
- phone-primary
- 8015550103
- phone-mobile
- 8015550103
HOME_Import.csv
- First Name
- Gus
- Last Name
- Vance
- Personal Email
- gus@example.com
- Mobile Phone
- +18015550103
- Tags
- from-flexmls
- Key Background Info
- Source CRM Added: 2026-10-20
- Status
- Undefined
