CRM Better

CRM export

Move Follow Up Boss 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 Follow Up Boss

Export your contacts as CSV.

Vendor help: Follow Up Boss help: Export Contacts to a Spreadsheet. We could not open it to check the steps, so none are copied here.

2What comes across

52 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 Follow Up Boss fileIn Home
Date AddedKey Background Info
NameFirst Name Last Name
First NameFirst Name
Last NameLast Name
StageTags Groups Status
Lead SourceTags Lead Source
Assigned ToKey Background Info
Last AssignedKey Background Info
Is ContactedTags
TagsTags
TimeframeKey Background Info
Email 1Personal Email
Email 1 - TypePersonal Email
Email 2Work Email
Email 2 - TypeWork Email
Phone 1Mobile Phone
Phone 1 - TypeMobile Phone Personal Phone
Phone 2Personal Phone
Phone 2 - TypePersonal Phone
Address 1 - StreetHome Address Line 1
Address 1 - CityHome City
Address 1 - StateHome State
Address 1 - ZipHome Zip
Address 1 - CountryHome Address Line 1
Address 1 - TypeHome Address Line 1
Relationship 1 First NameKey Background Info
Relationship 1 Last NameKey Background Info
Relationship 1 Phone 1Key Background Info
Relationship 1 Phone 1 - TypeKey Background Info
Relationship 1 Email 1Key Background Info
Relationship 1 Email 1 - TypeKey Background Info
Property AddressKey Background Info
Property CityKey Background Info
Property StateKey Background Info
Property Postal CodeKey Background Info
Property PriceKey Background Info
Property BedsKey Background Info
Property BathsKey Background Info
MessageKey Background Info
DescriptionKey Background Info
NotesNotes Key Background Info
BackgroundKey Background Info
Campaign SourceKey Background Info
Campaign MediumKey Background Info
Campaign NameKey Background Info
Deal StageKey Background Info
Deal Close DateKey Background Info
Deal PriceKey Background Info
IDKey Background Info
BirthdayBirthdate
Closing AnniversaryHome Anniversary
WebsiteWork Website

3Before and after

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

Contact 1

Your export

Date Added
2024-03-02
Name
Avery Quill
First Name
Avery
Last Name
Quill
Stage
Lead
Lead Source
Zillow
Assigned To
Pat Agent
Last Assigned
2024-03-02
Is Contacted
No
Tags
Buyer, Unsubscribed
Timeframe
0-3 Months
Email 1
avery.home@example.test
Email 1 - Type
home
Email 2
avery.work@example.test
Email 2 - Type
work
Phone 1
(702) 555-0101
Phone 1 - Type
mobile
Phone 2
(702) 555-0102

and 19 more filled columns

HOME_Import.csv

First Name
Avery
Last Name
Quill
Work Email
avery.work@example.test
Personal Email
avery.home@example.test
Mobile Phone
+17025550101
Personal Phone
+17025550102
Work Website
https://avery.example.test
Home Address Line 1
100 Fictional Way
Home City
Henderson
Home State
NV
Home Zip
89014
Home Country
USA
Tags
Buyer, sup-unsubscribed, stage-lead, src-zillow, touch-never, from-fub-2026-3
Groups
Leads
Birthdate
07/17/1985
Notes
Notes: Called, wants a pool See the listing (https://example.test/listing) -Pat Agent 03/05/2024
Key Background Info
last touch 2024-03-05 in Follow Up Boss Assigned To: Pat Agent Follow Up Boss ID: 101 Inquiry Message: Is this still available? Inquiry Property: 9 Listing Ct, Las Vegas, NV, 89135 Inquiry Property Details: $650,000, 4 beds, 3 baths Last Assigned: 2024-03-02 Source CRM Added: 2024-03-02 Source CRM Last Touch: 2024-03-05 Timeframe: 0-3 Months
Status
New
Lead Source
Zillow

Contact 2

Your export

Date Added
2023-11-20
Name
Blake Ferrow
First Name
Blake
Last Name
Ferrow
Stage
SOI
Lead Source
Referral
Assigned To
Pat Agent
Last Assigned
2023-11-20
Is Contacted
Yes
Tags
Neighbor
Email 1
blake@example.test
Email 1 - Type
home
Phone 1
702-555-0111
Phone 1 - Type
mobile
Address 1 - Street
200 Sample St
Address 1 - City
Las Vegas
Address 1 - State
NV
Address 1 - Zip
89117

and 12 more filled columns

HOME_Import.csv

First Name
Blake
Last Name
Ferrow
Personal Email
blake@example.test
Mobile Phone
+17025550111
Home Address Line 1
200 Sample St
Home City
Las Vegas
Home State
NV
Home Zip
89117
Home Country
USA
Tags
Neighbor, stage-soi, src-referral, from-fub-2026-3, Relationship, Related to: Casey Ferrow
Groups
Sphere of influence, Past clients
Home Anniversary
06/14/2019
Key Background Info
Coaches youth soccer Related contact: Casey Ferrow Assigned To: Pat Agent Description: Met at open house Follow Up Boss ID: 102 Last Assigned: 2023-11-20 Related Contact 1: Casey Ferrow Related Contact 1 Email: casey@example.test Related Contact 1 Phone: +17025550112 Source CRM Added: 2023-11-20
Status
Nurture
Lead Source
Personal Network

Contact 3

Your export

Date Added
2022-05-09
Name
Drew Ostrand
First Name
Drew
Last Name
Ostrand
Stage
Closed
Lead Source
Import
Assigned To
Pat Agent
Last Assigned
2022-05-09
Is Contacted
Yes
Tags
Past Client
Email 1
drew@example.test
Phone 1
7025550121
Phone 1 - Type
mobile
Address 1 - Street
300 Example Rd
Address 1 - City
Boulder City
Address 1 - State
NV
Address 1 - Zip
89005
Address 1 - Country
US

and 8 more filled columns

HOME_Import.csv

First Name
Drew
Last Name
Ostrand
Personal Email
drew@example.test
Mobile Phone
+17025550121
Home Address Line 1
300 Example Rd
Home City
Boulder City
Home State
NV
Home Zip
89005
Home Country
USA
Tags
Past Client, stage-closed, src-import, from-fub-2026-3
Groups
Past clients
Key Background Info
Assigned To: Pat Agent Campaign: spring-buyers, source google, medium cpc Deal: 300 Example Rd ยท Buyers - Closed, closes 08/01/2022, $425,000 Follow Up Boss ID: 103 Last Assigned: 2022-05-09 Source CRM Added: 2022-05-09
Status
Closed

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