CRM Better

CRM export

Move Buffini Referral Maker 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 Buffini Referral Maker

Export your contacts as CSV.

2What comes across

55 of 68 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 Buffini Referral Maker fileIn Home
First NameFirst Name Key Background Info
Last NameLast Name Key Background Info
Spouse First NameKey Background Info
Mobile PhoneMobile Phone
Office PhoneWork Phone
Home PhoneHome Phone
Spouse Mobile PhoneKey Background Info
Spouse Home PhoneKey Background Info
FaxFax
Other Phone NameKey Background Info
Other PhonePersonal Phone
Primary EmailPersonal Email Personal Email 2
Alternate EmailPersonal Email 2
Spouse Primary EmailKey Background Info
Letter GradeTags
Envelope SalutationKey Background Info
Letter SalutationKey Background Info
Referred ByKey Background Info
QualifiedTags
Qualified DateKey Background Info
WebsiteWork Website
OccupationTitle Groups
Self EmployedKey Background Info
IndustryKey Background Info
EmployerCompany
HobbiesKey Background Info
BirthdayBirthdate
Wedding AnniversaryWedding Anniversary
Kids NamesKey Background Info
Personal NotesNotes
Min PriceNotes
Max PriceNotes
BedroomsNotes
BathroomsNotes
Max Sq FeetNotes
Min Lot SizeNotes
Max Lot SizeNotes
LocationNotes
Preference NotesNotes
Addr1 Is PopbyKey Background Info
Addr1 Line 1Home Address Line 1 Key Background Info Home Address Line 1 2
Addr1 CityHome City Key Background Info Home City 2
Addr1 State/ProvinceHome State Key Background Info Home State 2
Addr1 Postal CodeHome Zip Key Background Info Home Zip 2
Addr2 Is PrimaryHome Address Line 1 Home Address Line 2 Home City Home Zip Key Background Info Home Address Line 1 2 Home Address Line 2 2 Home City 2 Home Zip 2
Addr2 Line 1Home Address Line 1 Home Country Home Address Line 1 2
Addr2 Line 2Home Address Line 2
Addr2 CityHome City Home Country Home City 2
Addr2 State/ProvinceHome State Home Country Home State 2
Addr2 Postal CodeHome Zip Home Country Home Zip 2
Addr3 Line 1Home Address Line 1 Home Country
Addr3 CityHome City Home Country
Addr3 State/ProvinceHome State Home Country
Addr3 Postal CodeHome Zip Home Country
Addr3 In Care OfKey Background Info

Kept in your download, not on the contact

Spouse Last Name Spouse Birthday Min Sq Feet Addr1 Type Addr1 Is Primary Addr1 Country Addr2 Type Addr2 Is Popby Addr2 Country Addr3 Is Primary Addr3 Is Popby Addr3 Country Contact ID

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

First Name
Avery
Last Name
Lindqvist
Spouse First Name
Jordan
Spouse Last Name
Lindqvist
Mobile Phone
555-555-0101
Office Phone
(555) 555-0102
Spouse Mobile Phone
555.555.0111
Primary Email
avery.lindqvist@example.test
Spouse Primary Email
jordan.lindqvist@example.test
Letter Grade
A+
Envelope Salutation
Mr. and Mrs. Avery Lindqvist
Letter Salutation
Avery and Jordan
Referred By
Casey Morrow
Qualified
Yes
Qualified Date
04/02/2024
Self Employed
No
Hobbies
Trail running
Birthday
03/14/1981

and 28 more filled columns

HOME_Import.csv

First Name
Avery
Last Name
Lindqvist
Personal Email
avery.lindqvist@example.test
Mobile Phone
+15555550101
Work Phone
+15555550102
Home Address Line 1
101 Example Way
Home City
Springfield
Home State
CO
Home Zip
80901
Home Country
USA
Tags
seg-grade-a-plus, seg-qualified, from-referral-maker-5, Relationship, Related to: Jordan Lindqvist
Birthdate
03/14/1981
Wedding Anniversary
06/20/2009
Notes
Prefers a text after 6pm. Ask about the cabin remodel.
Key Background Info
Spouse: Jordan Lindqvist Referred by: Casey Morrow Envelope Salutation: Mr. and Mrs. Avery Lindqvist Hobbies: Trail running Kids Names: Rowan, Ellis Letter Salutation: Avery and Jordan Qualified Date: 04/02/2024 Spouse Email: jordan.lindqvist@example.test Spouse Mobile Phone: +15555550111
Status
Undefined

Contact 2

Your export

First Name
Morgan
Last Name
Tate
Mobile Phone
555.555.0103
Home Phone
555 555-0104
Primary Email
morgan.tate@example.test
Alternate Email
m.tate@example.test
Letter Grade
B
Envelope Salutation
Morgan Tate
Letter Salutation
Morgan
Qualified
No
Occupation
Teacher
Self Employed
No
Industry
Education
Employer
Example School District
Birthday
01/01/1900
Min Price
350000
Max Price
500000
Bedrooms
3

and 31 more filled columns

HOME_Import.csv

First Name
Morgan
Last Name
Tate
Personal Email
morgan.tate@example.test
Mobile Phone
+15555550103
Home Phone
+15555550104
Title
Teacher
Company
Example School District
Home Address Line 1
400 Placeholder Rd
Home Address Line 2
Unit 5
Home City
Lehi
Home State
UT
Home Zip
84043
Home Country
USA
Tags
seg-grade-b, from-referral-maker-5
Notes
Referral Maker search criteria: Exported criteria; review current relevance and units before use. Price: $350,000 to $500,000 Bedrooms: 3 or more Bathrooms: 2 or more Interior size: up to 2,400 sq ft Location: Example Valley Preference notes: Single story, close to the trailhead
Key Background Info
In Care Of: Pat Tate Industry: Education Pop-by Address: 22 Sample Ct, Riverton, UT, 84065
Status
Undefined
Personal Email 2
m.tate@example.test
Home Address Line 1 2
22 Sample Ct
Home City 2
Riverton
Home State 2
UT
Home Zip 2
84065
Home Country 2
USA

Contact 3

Your export

First Name
Riley
Last Name
Okafor
Mobile Phone
5555550108
Letter Grade
D
Envelope Salutation
Riley Okafor
Letter Salutation
Riley
Qualified
No
Self Employed
No
Birthday
07/04/1900
Min Price
0
Max Price
0
Bedrooms
0
Bathrooms
0
Min Sq Feet
0
Max Sq Feet
0
Min Lot Size
0
Max Lot Size
0
Addr1 Is Primary
No

and 14 more filled columns

HOME_Import.csv

First Name
Riley
Last Name
Okafor
Mobile Phone
+15555550108
Home Address Line 1
7 Fictional Ln
Home City
Boise
Home State
ID
Home Zip
83702
Home Country
USA
Tags
seg-grade-d, from-referral-maker-5
Birthdate
07/04/2000
Status
Undefined
Home Address Line 1 2
12 Invented St
Home City 2
Nampa
Home State 2
ID
Home Zip 2
83651
Home Country 2
USA

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