CRM export

Move Follow Up Boss People list 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 People list

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.

9 of 9 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 People list file	In Home
`Full Name`	`First Name` `Last Name`
`Call`	`Mobile Phone`
`Text`	`Mobile Phone` `Mobile Phone 2`
`Email`	`Personal Email`
`Stage`	`Tags` `Groups` `Status`
`Segment`	`Tags` `Groups`
`Step`	`Key Background Info`
`Tags`	`Tags`
`Last Interacted`	`Key Background Info`

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

Your export

HOME_Import.csv

First Name: Avery
Last Name: Quillfeather
Personal Email: avery@example.test
Mobile Phone: +15555550101
Tags: Past Client, Holiday Card, stage-closed, seg-a-advocate, from-fub-people-list-8
Groups: Past clients, Sphere of influence
Key Background Info: Source CRM Last Touch: 2026-10-02
Status: Closed

Your export

HOME_Import.csv

First Name: Blake & Casey
Last Name: Thornbury
Personal Email: thornbury@example.test
Mobile Phone: +15555550102
Mobile Phone 2: +15555550103
Tags: Buyer, Seller, stage-in-contract, seg-buyer-seller, from-fub-people-list-8
Groups: Active clients
Key Background Info: Action plan step: Day 2 - Send listing packet Source CRM Last Touch: 2026-10-14
Status: In Contract

Your export

HOME_Import.csv

Ready with your own file?