Pick Your Import Path
Use Upload Your Data when your CSV is ready. Use We Upload Your Data when you want our team to handle the file and instructions.
Both paths start inside Settings, where agents already manage their account.
Import a clean CSV yourself or send the export to our team. Contacts, notes, tags, reminders, and relationship history come with you.
Use Upload Your Data when your CSV is ready. Use We Upload Your Data when you want our team to handle the file and instructions.
Both paths start inside Settings, where agents already manage their account.
Drop in a CSV and review supported fields before import: name, phone, email, address, birthday, notes, and relationships.
This works best for phone exports, spreadsheets, and simple CRM exports.
If the export is messy, choose We Upload Your Data. Add your contact info, upload the file, and tell us how to handle the move.
We can add groups, lead labels, follow-up tasks, and cleanup notes. Duplicate contacts are checked by email address.
