Import from another CRM

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

Any CRM or address book that can export a CSV file can move into Relivo. Follow Up Boss also has a direct import (see Switch from Follow Up Boss).

Export from your old CRM

Look for an export or download option for contacts in your old CRM, and save the file as CSV.

Tidy the file, if you need to

Open it in a spreadsheet. Make sure the first row holds column names, and remove columns you don’t want. If first and last names share one column, split them so each fills its own field.

Import it

Click Import on Contacts for past clients and your sphere, or on Leads for leads you are working now, then follow Import contacts from a CSV file.

What a CSV import brings

Each person’s name, email, phone, company, lead source, lead type, address and tags, plus a notes column that is kept with the contact for your exports. Deals, tasks, emails and timeline history from your old CRM don’t come across in a CSV file, so add the deals you are working on by hand.