Bringing your clients in.

Whatever you keep your contacts in, the path is the same: export a CSV, drop it in, check what it found. Ten minutes once, and you're done.

The short version

Export a CSV from wherever your contacts live

Every CRM can do this. So can a spreadsheet, Google Contacts, or the contacts app on your phone.

Drop the file into FOLLOWap

You'll see a preview of what it found before anything is saved. Nothing is written until you accept it.

Check the report

It tells you how many came in, how many looked like duplicates, and anything it couldn't read. Then you're working.

Where to find Export

The wording differs, the idea doesn't. Look for Export, Download, or Save As CSV.

Follow Up BossPeople, select all, then the Export option. Choose CSV.

kvCORESmart CRM, Contacts, then Export from the actions menu.

Sierra InteractiveLeads, filter to what you want, then Export to CSV.

BoomTownPeople, select, then Export. Ask your admin if the option is hidden.

Lofty (formerly Chime)CRM, Leads, then Export.

A spreadsheetFile, then Save As or Download, and choose CSV.

Google Contactscontacts.google.com, Export, then Google CSV.

Your iPhoneContacts sync to iCloud. At icloud.com, Contacts, select all, then Export vCard. Send us the file and we'll convert it.

Can't find it? Send whatever file you can get to the address at the bottom and we'll sort it out. We would rather do the awkward part for you than lose you at step one.

What makes a good export

None of this is required. The more you have, the more the app can do.

First and last name. Used in every message.
Phone. Needed for calling and texting.
Email. Needed for emailing.
Street address, city, ZIP. This is the one people leave out, and it's what powers the neighborhood matching. Without an address a client still works, they just won't be matched to a nearby sale.

Column names don't matter. "Zip Code", "PostalCode" and "zip" are all understood.

Things worth knowing

Nothing is deleted, ever

An import only adds. If next month's file is smaller than last month's, your database does not shrink. An import is not a synchronisation.

Re-importing is safe

Bring the same file back next month and it fills in blanks rather than overwriting. Anything you typed by hand stays as you typed it.

Duplicates are matched, not merged blindly

Matching runs on phone, then email, then last name with street and ZIP. The report tells you which rule matched, so you can disagree with it.

Couples come in as two people

"Alan & Susan Lipkin" with two email addresses becomes Alan and Susan, each addressed by their own name.

Messy files are expected

Missing columns, odd characters, blank rows, phone numbers in six different formats. Real exports look like this. Anything unreadable is reported rather than silently dropped.

Your data

Your client list is yours. We don't sell it, share it, or contact anyone in it. Nothing is ever sent to a client automatically — every message needs you to press send.

You can export everything back out at any time, including the notes you've added.

Not open yet

Accounts are being built now. Join the list and we'll email you the moment you can bring your clients in.

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