Importing contacts from your old CRM

Your existing contacts don't stay behind. BrokerFold's importer handles a standard contact CSV from any CRM, spreadsheet, or email tool.

Export from your current tool

• In your current CRM, look for Settings → Export (or Data Export) and export all contacts to CSV.
• Clear any active filters first so the export includes everyone, not just a view.
• From a spreadsheet, save/export the sheet as a .csv file.
• From email contacts, export your address book to CSV.

What BrokerFold imports

We preserve the fields you'd expect — name, email, phones, tags, source, pipeline stage, notes, and custom fields. Deal history from your previous CRM imports as activity timeline entries.

What to double-check

• Opt-in status on each contact — we import the current state but you're responsible for CASL compliance going forward
• Tag consolidation — similar tags (e.g. 'buyer' and 'buyers') can be merged during import
• Pipeline-stage mapping — your old stages get mapped to BrokerFold defaults; you can rename them after import