You can import your entire BoomTown contact database, notes, and call notes directly into Follow Up Boss. Let's get started!
Need Help? You can email your contacts file and notes file to imports@followupboss.com and we can help import them. You can find more details on how importing works in our importing guide.
Moving Your Database
1. Export your Contacts and Notes from BoomTown
2. In Follow Up Boss, go to Admin > Import
3. Click Step 1: Import your Contacts > Select the Contacts File to upload
4. Map the Columns accordingly > Save & Continue
5. Click Upload Events File > Select the Notes File to upload > Start Import
FAQs
Can I import the BoomTown notes file from a previous contact import?
Importing notes from BoomTown is only available for new imports as we do not store the ContactID for past BoomTown imports.
Will the imported notes have specified dates of when the note was created in BoomTown?
Due to the notes file not having a date column, all notes created by the import will be at the time of the import. An exception to this is call notes, which do provide a timestamp and therefore we can backdate these notes which means they will appear mixed in throughout a contact's timeline of other Follow Up Boss events.
How will call notes from BoomTown appear in Follow Up Boss?
Call notes from BoomTown will appear as a note in Follow Up Boss (not a call) as the file doesn't include any information about the number called or who placed the call.