Importing Contacts & Notes from Liondesk

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  1. Follow Up Boss - Help Center
  2. Getting Started
  3. Importing Contacts

Becca
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You can import your entire Liondesk contact database and notes directly into Follow Up Boss. Let's get started!

Need Help? Email your contact and contact notes files to imports@followupboss.com, and we can assist! To learn more about how Follow Up Boss importing works, check out our Importing Overview. 

 

Moving Your Database 

1. Export your Contact & Contact Notes files from Liondesk (step by step instructions)

2. Import your Contacts to FUB

3. Import your Contact Notes to FUB

Importing your LionDesk contact notes 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. 

 

FAQs

How do I know when my contact notes file is done processing?
These files are sometimes very large and can take time to load, often even hours. Don't worry, give it some time, and you can always check view past imports for status.

Why am I receiving the error "Failed to Import" on my contact notes file?
This can happen when we don't detect the file you are using as a proper contact note file we support.  In this case, please email your contacts and contact notes files to support@followupboss.com, and we will help import them on your behalf. 

What happens when I delete my Contacts + Contact Notes files?

We remove all associated contacts and contact notes imported from the two files when you delete an import. This includes removing any notes imported that were added to any existing leads in Follow Up Boss.

What do I do if I see a message telling me "Event File Detected"? 

This can happen if you upload your contact notes file first instead of your contacts. Please start your import over and select your contacts file first. We'll import your contact notes file in Step 2.

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