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How do I import or export my contact list?

Export your old contacts as CSV/XLSX, upload the file in the CRM or hand it to Susie to prep field mapping, then confirm the import. To export, open Contacts, apply any filter you want, and choose Export/Download CSV.

To import contacts, the fastest way is to upload a CSV or Excel file here and I can help prepare it for review before anything is added.

Typical import workflow:

  • Export your contacts from your old system as CSV or XLSX
  • Upload the file in this chat
  • I’ll review the columns, suggest field mappings, contact lists, and any custom properties
  • You confirm the import plan
  • Then the contacts can be imported

For best results, include columns like:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Notes
  • Hunt Type
  • Past Client/ Lead Status
  • Tags or Groups

To export contacts, go to your clients/contacts area, filter the list if needed, then look for an Export or Download CSV option. If you only want a certain group, apply the list/filter first so the export matches what you need.

If you have a spreadsheet ready, upload it and I’ll prep the contact import for you.

clients

 

Watch the 30–60 second walkthrough