4 min read
Import contacts from another CRM
Bring your existing contacts into CloseBoss from a CSV — columns mapped for you, duplicates handled the way you choose, previewed before anything is saved.
If you're switching from Follow Up Boss, kvCORE / BoldTrail, Chime, or any other CRM, you can bring your full contact list into CloseBoss in one CSV upload. The import is duplicate-aware — a contact with the same email, phone, or address counts as one you already have — so re-running it after a fix-up won't double your contacts if you choose Skip or Merge.
Most agents import in a single pass; if you want to validate first, we recommend importing 10 test rows, confirming the field mapping looks right, and then running the full file.
Step by step
Export your contacts from your current CRM as a CSV. Most CRMs put this under Settings → Data → Export.
In CloseBoss, open Contacts → Add → Upload CSV and choose the file (up to 10,000 rows, 5 MB).
Pick your old CRM from the list, or leave it on Auto-detect. The columns map themselves — name, email, phone, address, area, budget, beds, baths, source, tags, and notes. Check the mapping; columns you leave unmapped are not imported.
Choose what happens to contacts you already have: skip them (the default), merge into the existing contact, or create anyway. Then preview the rows.
Import. The summary shows how many contacts were added, merged, and skipped; new ones arrive as leads.
What it looks like
Related
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