Switch from Follow Up Boss
Connect Follow Up Boss with your API key and bring your contacts, notes, tasks and appointments into Relivo.
Relivo imports straight from Follow Up Boss with your Follow Up Boss API key. You run the import yourself, as often as you like.
Copy your API key
In Follow Up Boss, go to Admin, then API, and copy your key.
Connect
In Relivo, open Settings > Integrations. Under Follow Up Boss, paste the key and click Connect.
Map your stages
Map Follow Up Boss stages opens next. Choose where people in each stage go, then click Save mappings. Skip for now keeps the suggested choices. See Map Follow Up Boss stages.
Import
Click Import now. The import runs in the background, and Relivo tells you when it has finished. A large account can take a few minutes; if it is still running after three, Relivo says so and you can check back later.
What comes across
- People, with their name, email, phone, source and type (buyer, seller and so on).
- Notes, on each person’s timeline, with their original dates.
- Tasks, as tasks, done or not as they were.
- Appointments, as dated tasks. Past appointments arrive marked done.
- Deals for people in a client stage, such as Showing or Under Contract.
Tags aren’t imported.
Importing again
Click Import now any time to bring across anything new. People already in Relivo are matched, not copied, and nothing you changed in Relivo is overwritten: an existing contact only gets its blank fields filled in, and keeps its stage. The import doesn’t run on its own schedule.
Change or remove the key
Click Replace, paste the new key and click Save key, or click Disconnect to remove the key. Disconnecting keeps everything you already imported.