Name - Can be one "Name" column or two columns for "First Name" and "Last Name.".To convert a file using Numbers on iOS or Mac, you can follow these instructions.To convert a file using Microsoft Excel, you can follow these instructions.xls you'll want to convert it before uploading it to Follow Up Boss. If your file is in another format like Excel. A CSV (comma-separated value) file is a common data format for imports and exports. For example, if an agent uses in their Follow Up Boss settings, do remove any instance of that email address from the file before import. Remove any instance of an agent's email address from the file.Include a label for what data is in each column (ie email, name, etc) in Row 1 of the file. Related ResourcesĪdditional Tips & Importing Information Preparing Your File for Import **The tag(s) will be added to all contacts included in the import (new and existing). We will not update Assigned Agent or Stage for contacts that already exist in Follow Up Boss. *We'll only use these values for any new contacts that will be created from the import. Select Assigned Agent and Stage for import (if not specified in the file)*.Select fields to map information in Follow Up Boss & click Save & Continue.Confirm Opt-In Consent > Yes, I Confirm.Go to Admin > Import and click the Import Your Contacts button.The best part? You'll be so organized that you no longer need to wonder what to do next. Our import tool enables you to upload all of your contacts directly from a CSV file in minutes. Why? So you can keep in front of all of these relationships and potential transactions. From past clients to prospects to new leads, keep everyone you might do business with right inside of Follow Up Boss. Follow Up Boss is the best place for all of your business contacts.
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