CRM Better

CRM export

Move Luxury Presence 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 Luxury Presence

Export your contacts as CSV.

2What comes across

12 of 12 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 Luxury Presence fileIn Home
First NameFirst Name
Last NameLast Name
EmailPersonal Email
Phone NumberPersonal Phone
TypeTags Groups Notes
SourceTags Notes
First Activity AtNotes
Most Recently Active AtNotes
NotesNotes
Paid Media SourceTags Notes
Communication preferencesNotes Tags
Assigned ToNotes

3Before and after

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

Contact 1

Your export

First Name
Marlow
Last Name
Fernsby
Email
marlow.fernsby@example.test
Phone Number
(555) 555-0141
Type
LEAD
Source
Website Valuation
First Activity At
2026-08-14T16:20:00Z
Most Recently Active At
2026-10-02T18:05:00Z
Notes
Asked what a three bedroom near the reservoir would list for
Paid Media Source
Google Ad
Communication preferences
Active
Assigned To
Tessa Quillfeather

HOME_Import.csv

First Name
Marlow
Last Name
Fernsby
Personal Email
marlow.fernsby@example.test
Personal Phone
+15555550141
Tags
from-luxury-presence-6, seg-lead, src-website-valuation, src-google-ad
Groups
Leads
Notes
Asked what a three bedroom near the reservoir would list for Luxury Presence Assigned To: Tessa Quillfeather Luxury Presence Communication preferences: Active Luxury Presence First Activity At: 2026-08-14T16:20:00Z Luxury Presence Most Recently Active At: 2026-10-02T18:05:00Z Luxury Presence Paid Media Source: Google Ad Luxury Presence Source: Website Valuation Luxury Presence Type: LEAD
Status
Undefined

Contact 2

Your export

First Name
Odalys
Last Name
Brindlemoor
Email
odalys.brindlemoor@example.test
Phone Number
555-555-0142
Type
ACTIVE_CLIENT
Source
Open House
First Activity At
2026-05-03T19:00:00Z
Most Recently Active At
2026-10-28T14:40:00Z
Notes
Under contract on the Alder Lane condo; closing the third week of November
Communication preferences
Active
Assigned To
Tessa Quillfeather

HOME_Import.csv

First Name
Odalys
Last Name
Brindlemoor
Personal Email
odalys.brindlemoor@example.test
Personal Phone
+15555550142
Tags
from-luxury-presence-6, seg-active-client, src-open-house
Groups
Active clients
Notes
Under contract on the Alder Lane condo; closing the third week of November Luxury Presence Assigned To: Tessa Quillfeather Luxury Presence Communication preferences: Active Luxury Presence First Activity At: 2026-05-03T19:00:00Z Luxury Presence Most Recently Active At: 2026-10-28T14:40:00Z Luxury Presence Source: Open House Luxury Presence Type: ACTIVE_CLIENT
Status
Undefined

Contact 3

Your export

First Name
Piers
Last Name
Wollaston
Email
piers.wollaston@example.test
Phone Number
555.555.0143
Type
PAST_CLIENT
Source
Referral
First Activity At
2025-11-20T15:10:00Z
Most Recently Active At
2026-09-12T17:30:00Z
Notes
Bought in 2025. Sends a card every December
Communication preferences
Active
Assigned To
Tessa Quillfeather

HOME_Import.csv

First Name
Piers
Last Name
Wollaston
Personal Email
piers.wollaston@example.test
Personal Phone
+15555550143
Tags
from-luxury-presence-6, seg-past-client, src-referral
Groups
Past clients
Notes
Bought in 2025. Sends a card every December Luxury Presence Assigned To: Tessa Quillfeather Luxury Presence Communication preferences: Active Luxury Presence First Activity At: 2025-11-20T15:10:00Z Luxury Presence Most Recently Active At: 2026-09-12T17:30:00Z Luxury Presence Source: Referral Luxury Presence Type: PAST_CLIENT
Status
Undefined

Ready with your own file?

Convert your Luxury Presence