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Contact support
Getting started
Today
Contacts and leads
Timeline, notes and logging
Tasks and reminders
Pipeline and deals
Listings and showings
Property microsites
Lead capture
Email and Inbox
Notifications
Import and export
Analytics
Profile and settings
Plans, billing and trial
Account, privacy and data
Troubleshooting

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Import and export

Bring contacts in from a CSV file or Follow Up Boss, and export them any time.

Import contacts from a CSV file

Bring contacts in from a spreadsheet or another CRM in four steps, upload, map columns, preview and import.

How CSV duplicates are merged

How an import decides a row is someone you already have, and what it changes on their record.

Import into Contacts or Leads

Where you start an import decides whether people arrive as plain contacts or as active leads on Leads and Today.

Switch from Follow Up Boss

Connect Follow Up Boss with your API key and bring your contacts, notes, tasks and appointments into Relivo.

Map Follow Up Boss stages

Choose which Relivo lead stage each Follow Up Boss stage becomes, or bring people in as contacts only.

Import from another CRM

Move your contacts from any CRM or spreadsheet into Relivo by exporting a CSV file and importing it.

Export your contacts

Download your contacts as a CSV file, either the list you are looking at or everyone in your account.

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