When you transfer your contacts from the Follow Up Boss export file to the "Command Contact Import Template", you will need to know how the fields in these two different systems match up.
- If you use the "Command Contact Import Template", you will notice Follow Up Boss does not have information for some Command fields. You can manually fill in any blank fields in the "Command Contact Import Template" for those fields to import to Command.
- If Command does not have a field that is in Follow Up Boss, you can create a "Custom Field" in Command. Manully add that information after your contacts have been imported. Click here to learn more about creating "Custom Fields".
- Leave any field blank on the "Command Contact Import Template" if you do not have data in that field. For example, do not enter "N/A".
The following table can help you determine how to match the Follow Up Boss fields to the Command fields when you copy and paste to the "Command Contacts Import Template".
| Command Field Category | Command Field | Follow Up Boss Field | Notes |
| Contact Name and Description | First Name | First Name | |
| Middle Name | Not in Follow Up Boss | ||
| Last Name | Last Name | ||
| Prefix | Not in Follow Up Boss | ||
| Suffix | Not in Follow Up Boss | ||
| Full Legal Name | Not in Follow Up Boss | ||
| About | Not in Follow Up Boss | ||
| Mobile Phone | Country Code | Not in Follow Up Boss | |
| Mobile Phone | Follow Up Boss has Phone 1 and Phone 1 Type fields | ||
| Home Phone | Country Code | Not in Follow Up Boss | |
| Home Phone | Follow Up Boss has Follow Up Boss has Phone 1 and Phone 1 Type fields | ||
| Work Phone | Country Code | Not in Follow Up Boss | |
| Work Phone | Follow Up Boss has Follow Up Boss has Phone 1 and Phone 1 Type fields | ||
| Follow Up Boss has Email 1 and Email 1 Type fields | |||
| Email 2 | |||
| Address 1 | Street |
Address 1 - Street |
|
| City | Address 1 - City | ||
| State/Province | Address 1 - State | ||
| Postal Code | Address 1 - Zip | ||
| Address 2 | Street | Not in Follow Up Boss | |
| City | |||
| State/Province | |||
| Postal Code | |||
| Company Address | Company |
Not in Follow Up Boss
|
|
| Street | |||
| City | |||
| State/Province | |||
| Postal Code | |||
| Title | |||
| Department | |||
| Key Dates | Birthday | Not in Follow Up Boss | |
| Home Anniversary | |||
| Status Group (Stage) | Captured/ Connected |
Not in Follow Up Boss | |
| System Tags | Agent |
Contact Type |
The Follow Up Boss Tags do not match up with the Tags in Command. Use a User (Custom) Tag in Command if there is not a match. |
| Vendor | |||
| Investor | |||
| Loan Officer | |||
| Talent | |||
| Builder | |||
| REO | |||
| Short Sale | |||
| Expired | |||
| FSBO | |||
| Sphere | |||
| Allied Resource | |||
| Referral Sources | |||
| First Time Buyer | |||
| User (Custom) Tags | Tags | Add the Tags as User (Custom) Tags in Command. | |
| Notes | Notes | Notes | |
| Source | Not in Follow Up Boss | ||
| Other Source | Not in Follow Up Boss | ||
| Added | Date Added | ||
| Social Media | Social Media profiles do not export from Follow Up Boss. You can manually add these. | ||
| Google+ | |||
| Houzz |
Comments
0 comments
Please sign in to leave a comment.