How to Migrate from One Account to Another

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  1. Follow Up Boss - Help Center
  2. Account Management
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Becca Hancock
  • Updated

Whether you are switching to a new team or starting out on your own, you may need to transfer your database from one Follow Up Boss account to another. Transfer your data in minutes by following this guide. 

 

Steps to Migrate Accounts

1. Sign up for your new account

1. Go to FollowUpBoss.com and sign up for a Free Trial 

Note: If you would like to use the same email as your previous account, follow the steps below.

1. Log In to your original Follow Up Boss account

2. Go to your Initials/Image in the upper right-hand corner > My Settings

3. Add the word OLD to your login email after the @ symbol (keep in mind that this will become the new login email address for your original account) 

4. Save

 

2. Export your data from the original account

1. Log In to your original Follow Up Boss account

2. Go to People > All People

3. Select the Box next to name > Select All Leads

4. Export

Note: You may need to obtain export permissions from your account owner. 

5. Select Export all Columns > Yes, Export All People

6. The file will Automatically Download to your computer 

 

3. Import your data into the new account

1. Log in to the new Follow Up Boss account

2. Go to Admin > Import 

3. Click Step 1: Import Your Contacts

4. Select the CSV File that was exported from your original account > Open

5. Map the Columns > Import

For more information on importing, check out Importing Contacts Overview.

 

4. Invite your team members to the new account

1. Log in to the new Follow Up Boss account

2. Go to Admin > Teams > + Add Team Members

For more information, check out Inviting your Team + Team Management.

 

Information Transferrable to a New Follow Up Boss Account

The following information is transferable to a new Follow Up Boss account:

  • Demographic information (name, address, email address, phone number, etc)
  • Notes
  • Custom Fields
  • Background
  • Tags
  • Stages
  • Assigned Agent
  • Assigned Lender
  • Call Logs with Date/Time (will be imported as a note)
  • Text Logs with Date/Time (will be imported as a note)

Information Not Transferrable to a New Follow Up Boss Account

The following information isn't transferable to a new Follow Up Boss account:

  • Email Templates
  • Text Templates
  • Action Plans
  • Tasks
  • Appointments
  • Emails
  • Lead Activity 

 

FAQs

Can my Follow Up Boss number be transferred to my new account?
Yes! The owner of your current account will need to email Follow Up Boss Support (support@followupboss.com) with the Follow Up Boss number and the login email to the new account requesting the number to be transferred. 

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