You can export your entire Liondesk contact database and events directly into Follow Up Boss. Let's get started!
Moving Your Database
1. Export your Contact & Event files from Liondesk (step by step instructions)
2. Import Your Contacts
3. Import Your Events File
Importing your Lion Desk event files will add contact comments and outbound click to call notes to each contact.
Note: Outbound click to call notes will be imported as a note with "Call Note" to indicate its type.
4. Your import is complete! To view past imports, go to Admin > Import > View Past Imports.
When you delete an import we remove all associated Contacts and Event notes imported from the two files. This includes removing any notes imported that were added to any existing leads in Follow Up Boss.
This can happen if you upload your Events file first instead of your contacts file. Please start your import over and select your Contacts file first. We'll handle your Events file in Step 2.