Once Follow Up Boss is connected, you can pull contacts straight from your smart lists into Homsie. Every home gets valued, and your clients start getting monthly updates from you, all without retyping a thing. Imports are run by admins.
Run an import
Go to Integrations and click Import contacts on the Follow Up Boss card. The wizard has three steps: Select contacts → Configure → Launch & Review.
Select contacts: choose a Smart List from the dropdown (Past Clients, Sellers, Sphere, Buyers, and so on). Homsie previews everyone in it, with tabs for New, Duplicates, No address, Invalid email, Risky email and No email. New contacts with an address are already ticked for you. Contacts already in Homsie show as Duplicate and aren't pre-selected. Contacts without an address or a valid email can't be selected. Click Continue.
Configure:
Name this list: it starts with your smart list's name.
Addresses to import as properties: choose Home, Work and/or Other. Contacts without an address of these types are skipped.
Province for addresses missing one: shown only if some addresses have no province.
Auto-approve Homsie AI evaluations: tick this to skip your review queue (more on this below).
Launch & Review: check the summary, including how many contacts will be skipped for having no address and when invitations will go out, then click Start Import.
What happens to each contact
Each address becomes a property: Homsie runs a valuation on it. By default, every valuation lands in your Needs Review queue. Once you approve it, your client is emailed access to their home portal and starts receiving monthly value updates. If you ticked Auto-approve Homsie AI evaluations, values are approved automatically and invites go out as soon as each valuation is ready.
Contacts without an address are skipped: they aren't imported or emailed. Add an address in Follow Up Boss and import them again later.
Each contact is assigned to the right agent: Homsie matches the contact's owner in Follow Up Boss to a team member, by email first and then by name. If there's no match, the contact is assigned to you.
Everyone stays linked to Follow Up Boss: values and activity sync back to your CRM. See What syncs back to Follow Up Boss.
Your import also appears as a list under Clients → Lists, so you can find this group again later.
If an import would take you past your plan's property limit, Homsie lets you add a property pack (100 extra properties for $50/month) and carry on. See Plans and property packs.
To review and approve valuations, see The Clients section (Needs Review tab) and The estimate looks wrong: how do I change it?