CRM export
Move Lofty 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 Lofty
Export your contacts as CSV.
Vendor help: Lofty help: Lead Export. We could not open it to check the steps, so none are copied here.
2What comes across
14 of 19 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 Lofty file | In Home |
|---|
First Name | First Name |
|---|
Last Name | Last Name |
|---|
Lead Type | Tags Notes |
|---|
Primary Email | Personal Email |
|---|
Primary Phone | Notes |
|---|
Pipeline | Tags Notes |
|---|
Group | Tags Notes |
|---|
Tag | Tags Notes |
|---|
Source | Tags Notes |
|---|
Note | Notes |
|---|
Street Address(Mailing Address) | Notes |
|---|
City(Mailing Address) | Notes |
|---|
State(Mailing Address) | Notes |
|---|
Zipcode(Mailing Address) | Notes |
|---|
Kept in your download, not on the contact
Lead Id Assigned Agent Assigned Agent Email Reg Date Reg Time
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
- Lead Id
- 900001
- First Name
- Test
- Last Name
- Person
- Lead Type
- Seller
- Primary Email
- test.person@example.com
- Primary Phone
- 555-0101
- Pipeline
- Active
- Group
- Test Group
- Tag
- fixture|synthetic
- Source
- CSV Import
- Assigned Agent
- Test Agent
- Assigned Agent Email
- test.agent@example.com
- Reg Date
- 01/01/2026
- Reg Time
- 09:00 AM
- Note
- Synthetic fixture row, not a real person.
- Street Address(Mailing Address)
- 101 Test St
- City(Mailing Address)
- Testville
- State(Mailing Address)
- CO
and 1 more filled columns
HOME_Import.csv
- First Name
- Test
- Last Name
- Person
- Personal Email
- test.person@example.com
- Tags
- from-lofty-10, stage-active, seg-test-group, seg-seller, src-csv-import, fixture|synthetic
- Notes
- Synthetic fixture row, not a real person.
Lofty · City(Mailing Address): Testville
Lofty · Group: Test Group
Lofty · Lead Type: Seller
Lofty · Pipeline: Active
Lofty · Primary Phone: 555-0101
Lofty · Source: CSV Import
Lofty · State(Mailing Address): CO
Lofty · Street Address(Mailing Address): 101 Test St
Lofty · Tag: fixture|synthetic
Lofty · Zipcode(Mailing Address): 80000
- Status
- Undefined
Contact 2
Your export
- Lead Id
- 900002
- First Name
- Sample
- Last Name
- Buyer
- Lead Type
- Renter
- Primary Email
- sample.buyer@example.com
- Primary Phone
- 555-0102
- Pipeline
- Under Contract
- Group
- Test Group
- Tag
- fixture|synthetic
- Source
- CSV Import
- Assigned Agent
- Test Agent
- Assigned Agent Email
- test.agent@example.com
- Reg Date
- 01/01/2026
- Reg Time
- 09:00 AM
- Note
- Synthetic fixture row, not a real person.
- Street Address(Mailing Address)
- 102 Test St
- City(Mailing Address)
- Testville
- State(Mailing Address)
- CO
and 1 more filled columns
HOME_Import.csv
- First Name
- Sample
- Last Name
- Buyer
- Personal Email
- sample.buyer@example.com
- Tags
- from-lofty-10, stage-under-contract, seg-test-group, seg-renter, src-csv-import, fixture|synthetic
- Notes
- Synthetic fixture row, not a real person.
Lofty · City(Mailing Address): Testville
Lofty · Group: Test Group
Lofty · Lead Type: Renter
Lofty · Pipeline: Under Contract
Lofty · Primary Phone: 555-0102
Lofty · Source: CSV Import
Lofty · State(Mailing Address): CO
Lofty · Street Address(Mailing Address): 102 Test St
Lofty · Tag: fixture|synthetic
Lofty · Zipcode(Mailing Address): 80000
- Status
- Undefined
Contact 3
Your export
- Lead Id
- 900003
- First Name
- Fake
- Last Name
- Seller
- Lead Type
- Investor
- Primary Email
- fake.seller@example.com
- Primary Phone
- 555-0103
- Pipeline
- Closed
- Group
- Test Group
- Tag
- fixture|synthetic
- Source
- CSV Import
- Assigned Agent
- Test Agent
- Assigned Agent Email
- test.agent@example.com
- Reg Date
- 01/01/2026
- Reg Time
- 09:00 AM
- Note
- Synthetic fixture row, not a real person.
- Street Address(Mailing Address)
- 103 Test St
- City(Mailing Address)
- Testville
- State(Mailing Address)
- CO
and 1 more filled columns
HOME_Import.csv
- First Name
- Fake
- Last Name
- Seller
- Personal Email
- fake.seller@example.com
- Tags
- from-lofty-10, stage-closed, seg-test-group, seg-investor, src-csv-import, fixture|synthetic
- Notes
- Synthetic fixture row, not a real person.
Lofty · City(Mailing Address): Testville
Lofty · Group: Test Group
Lofty · Lead Type: Investor
Lofty · Pipeline: Closed
Lofty · Primary Phone: 555-0103
Lofty · Source: CSV Import
Lofty · State(Mailing Address): CO
Lofty · Street Address(Mailing Address): 103 Test St
Lofty · Tag: fixture|synthetic
Lofty · Zipcode(Mailing Address): 80000
- Status
- Undefined
