Follow Up Boss is the best place for all of your business contacts. From past clients to prospects to new leads, keep everyone you might do business with right inside of Follow Up Boss. Why? So you can keep in front of all of these relationships and potential transactions. The fortune is in the follow-up!

The import tool enables you to upload all of your contacts directly from a CSV file in minutes. The best part? You'll be so organized that you no longer need to wonder what to do next.

1. Go to Admin > Import and click the Import Your Contacts button

2. Choose your CSV file and click Open

3. Confirm Opt-In Consent by selecting Yes, I Confirm

4. Select fields to map information in Follow Up Boss

Note: The top row is the header from the file imported. Match the second row to map the information in FUB.

5. Click Save & Continue

6. Select Assigned Agent and Stage for import (if not specified in the file)* > Add Tags to import (optional)** > Start your import!

*We'll only use these values for any new contacts that will be created from the import. We will not update Assigned Agent or Stage for contacts that already exist in Follow Up Boss.

**The tag(s) will be added to all contacts included in the import (new and existing).

1. Admin > Import

2. View Past Imports

3. You will be presented with a list of all past imports. Click on the numbers in each column to view those contacts. Select the trash can on the right-hand side to delete the import (available fro 14 days).

Note: If you imported a file and you can't see all the contacts when clicking the number on this page, they might have been assigned to another user. Contact the owner or admin of your account to confirm.