CRM export
Move Rechat 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 Rechat
Export your contacts as CSV.
2What comes across
18 of 18 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 Rechat file | In Home |
|---|
First Name | First Name |
|---|
Last Name | Last Name |
|---|
Source | Tags Lead Source Groups |
|---|
Company | Company |
|---|
Job Title | Title |
|---|
Home Anniversary | Home Anniversary |
|---|
E-mail Address | Personal Email |
|---|
Phone 1 | Personal Phone |
|---|
Phone 2 | Personal Phone 2 |
|---|
Website | Work Website |
|---|
Tag | Tags Groups |
|---|
Note | Notes |
|---|
Partner/Spouse First Name | Key Background Info |
|---|
Partner/Spouse Last Name | Key Background Info |
|---|
Partner/Spouse Phone 1 | Key Background Info |
|---|
Facebook | Social Profile 2 |
|---|
Home Address | Home Address Line 1 Home City Home State Home Zip Home Country |
|---|
Work Address | Work Address Line 1 Work City Work State Work Zip Work Country |
|---|
3Before and after
Three contacts from the sample file. Only the filled columns are shown, on both sides.
Contact 1
Your export
- First Name
- Avery
- Last Name
- Ashdown
- Source
- SPHERE
- E-mail Address
- avery.ashdown@example.test
- Phone 1
- 719-555-0101
- Phone 2
- (719)Â 555-0102
- Website
- https://leads.boomtownroi.com/admin/show-lead-profile/1000001
- Tag
- Sphere, Newsletter, newsletter , Unsubscribed
- Note
- Met at the spring open house.
Asked about schools.
- Partner/Spouse First Name
- Jordan
- Partner/Spouse Last Name
- Ashdown
- E-mail Address
- jordan.ashdown@example.test
- Partner/Spouse Phone 1
- (719) 555-0103
- Home Address
- 1512 Example St, Colorado Springs CO 80907
HOME_Import.csv
- First Name
- Avery
- Last Name
- Ashdown
- Personal Email
- avery.ashdown@example.test
- Personal Phone
- +17195550101
- Personal Phone 2
- +17195550102
- Home Address Line 1
- 1512 Example St
- Home City
- Colorado Springs
- Home State
- CO
- Home Zip
- 80907
- Home Country
- USA
- Tags
- Sphere, Newsletter, unsubscribed, sup-unsubscribed, src-sphere, from-rechat-9, Relationship, Related to: Jordan Ashdown
- Groups
- Sphere of influence
- Notes
- Met at the spring open house.
Asked about schools.
- Key Background Info
- Partner/Spouse: Jordan Ashdown
Spouse Email: jordan.ashdown@example.test
Spouse Phone: +17195550103
- Status
- Undefined
- Lead Source
- Personal Network
Contact 2
Your export
- First Name
- Jordan
- Last Name
- Ashdown
- Source
- IMPORT
- E-mail Address
- jordan.ashdown@example.test
- Tag
- Friends and Family
- Home Address
- , Colorado Springs CO 80903
HOME_Import.csv
- First Name
- Jordan
- Last Name
- Ashdown
- Personal Email
- jordan.ashdown@example.test
- Home City
- Colorado Springs
- Home State
- CO
- Home Zip
- 80903
- Tags
- Friends and Family, from-rechat-9
- Groups
- Sphere of influence
- Status
- Undefined
Contact 3
Your export
- First Name
- Morgan
- Last Name
- Dunmore
- Source
- ZILLOWFORM
- Phone 1
- (719) 555-0105
- Website
- https://www.morgan-dunmore.example.test
- Tag
- Closed Clients, Closed 2025
- Facebook
- https://www.facebook.com/morgan.dunmore.example
- Home Address
- 355 Example Ct,
HOME_Import.csv
- First Name
- Morgan
- Last Name
- Dunmore
- Personal Phone
- +17195550105
- Work Website
- https://www.morgan-dunmore.example.test
- Home Address Line 1
- 355 Example Ct
- Home Country
- USA
- Tags
- Closed Clients, Closed 2025, src-zillowform, from-rechat-9
- Groups
- Past clients
- Status
- Undefined
- Social Profile 2
- https://www.facebook.com/morgan.dunmore.example
- Lead Source
- Zillow
