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Smart Contact Import

Twelve Years of Contacts.
One Drop.

Drop your CSV or Excel export. PREP detects the source CRM, pre-maps the fields, and flags duplicates side-by-side before anything writes to your CRM. One-click undo if anything goes sideways.

No credit card required Free forever plan Setup in 5 minutes

Auto-detected on drop

  • Follow Up Boss
  • kvCORE
  • Top Producer
  • Wise Agent
  • BoomTown
  • Google Contacts
  • + any other CSV

Other formats: drop the file anyway and map the columns once — PREP saves the mapping for next time.

Capabilities

Migration that doesn't require a four-hour Saturday

Built for the way real estate agents actually leave their CRM — export, drop, review, done.

Major CRMs detected on drop

Follow Up Boss, kvCORE, Top Producer, Wise Agent, BoomTown, Google Contacts. Drop the file, PREP recognizes the header signature and pre-fills the mapping.

Field mapping pre-filled per CRM

Headers are pre-mapped based on the detected source. Override anything that's wrong, accept the rest. PREP saves the mapping for next time.

Duplicate detection before import

Row-by-row review of conflicts on email or phone. Skip, merge, or import as new on a per-row basis — your call, every time. Nothing writes until you click Import.

Roll back any import

Made a mess? One click reverses the entire batch. Every contact created by that import is removed, and you can re-run the import with the right settings. (Merged records aren't reverted.)

CSV and Excel both supported

Drop a .csv or .xlsx. Built for multi-thousand-row exports. UTF-8 and UTF-16 both handled. Leading-zero zip codes preserved. Accents come through correctly.

Address fields cleaned up

Street, city, state, and zip cleaned up on import. No more "St" vs "Street" mismatches splitting your search. Phone numbers stripped to digits-only for matching.

How It Works

Four steps. Twelve years of contacts move with you.

Export, drop, map, review and import. Five minutes total — the whole migration takes longer to describe than to do.

1

Export from your old CRM

Use whatever export tool your current system has — Settings → Export Data → People in Follow Up Boss, similar paths in kvCORE / Top Producer / others. Save the file as CSV or XLSX.

2

Drop the file in PREP

Drag onto the import wizard. Source CRM detected automatically by header signature. First three rows render as a sanity-check preview so you know the columns lined up.

3

Confirm the mapping

Headers are pre-mapped per source CRM. Override anything that's wrong, accept the rest. PREP saves the mapping if you import in waves later.

4

Review and import

Conflicts on email or phone flagged side-by-side — skip, merge, or import as new on a per-row basis. Click Import. One-click undo if the result isn't what you expected.

Why PREP

Why agents switch instead of starting over

Most agents have tried at least one of these. Here's why PREP's import works where the others haven't.

vs. Generic CSV import

The problem

Drop a file, get a generic field-mapping screen. Match every header by hand. No idea which rows are duplicates until they're already in the CRM. No undo. The classic "three weeks of cleanup before I can actually use this" experience.

PREP's approach

Source CRM detected automatically by header signature. Headers pre-mapped per CRM (Follow Up Boss, kvCORE, Top Producer, Wise Agent, BoomTown, Google Contacts). Duplicate review side-by-side before anything writes. One-click undo if the import didn't go how you wanted.

vs. Migration consultants

The problem

Pay $500–$2,000 to a consultant who shows up on their schedule, does exactly what the CSV import does (slower), and then bills for change requests. Migration becomes a project with a ticket queue.

PREP's approach

Free on every plan. You control the timing. Run it tonight after dinner if you want. The whole job runs in under five minutes for a typical export — the bottleneck is your own review of duplicates, not the import itself.

vs. Re-typing by hand

The problem

The "I'll just enter the important ones" approach. Three weeks later, you've entered 60 contacts of 4,000. The other 3,940 are still in a CSV on your desktop. Six months later you can't find the lender you used on Maple Avenue.

PREP's approach

The whole database lands in one drop: names, phones, emails, lead source, address, notes, company. Search-ready in five minutes. The contacts you'll never re-type are exactly the ones you'll need eighteen months from now.

Bring twelve years of contacts with you.

Drop your export, accept the mapping, and you're searching your old database in PREP in five minutes — phone numbers, addresses, lead sources and all.

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Example Scenario

Leaving Follow Up Boss after seven years, played out

Illustrative scenario showing a typical migration. Numbers and timing are not from a real customer.

Export
Drop
Map
Dedup
Import
Undo
Step 1: export from Follow Up Boss. In Follow Up Boss, you go to Settings, then Export Data, then People, and download the .csv. The file is named contacts-export.csv and is 4,800 rows. About thirty seconds.

The change:Five minutes of focused work — three of which is YOUR review of duplicates. The actual import runs in well under a minute. And every step is reversible until you click Import, then reversible-batchwise after.

Step 1 of 6 — tap a number above to switch

Honest Fit

Who Smart Contact Import is for — and who it isn't

We'd rather you skip a tool that doesn't fit than feel burned a month in.

It fits if you…

  • Agents migrating from Follow Up Boss, kvCORE, Top Producer, Wise Agent, BoomTown, or Google Contacts
  • Anyone with their contacts in a spreadsheet they maintain by hand
  • Brokerages consolidating contacts from multiple agents leaving for PREP
  • Past-client lists that have grown across multiple tools over the years
  • Agents who tried switching CRMs before and gave up because import was too painful

Skip it if you…

  • Anyone needing to migrate per-contact email/SMS history along with the contact record — that data stays in the source CRM
  • Brokerages requiring two-way real-time sync with an existing CRM — Smart Import is one-way (CSV in, contacts in PREP)
  • Agents who only have a handful of contacts and would be faster typing them in by hand
  • Anyone wanting to import deals, transactions, or properties via the same flow — Smart Import handles contacts only
Real Objections

The questions an agent asks before trusting another import

You've been burned. Here's exactly what happens — and what doesn't.

Concern

I've been burned by CRM migrations before. What if half my contacts disappear?

PREP shows you a row-by-row preview before anything writes to your CRM. You see exactly which contacts will land, which will be skipped because they already exist on email or phone, and which need your manual decision (merge or import as new). Nothing happens until you click Import. After that, you can roll the entire batch back with one click — every contact created by that import is soft-deleted and the batch is marked undone. So the worst case is: you import, you don't like the result, you click Undo, and you're back to your pre-import contact list. (One caveat: if you chose Merge for any rows during dedup review, those merges write data onto existing contacts and aren't reversed by Undo — only the contacts created by the import are soft-deleted.)

Concern

My old CRM has twelve years of notes, calls, and emails on each contact. Will those come over?

Names, emails, phones, mailing addresses, and lead source come over. Custom fields that map cleanly come over too. Free-text notes from a Notes column in your export come over. What does NOT come over: per-contact email histories, recorded call logs, and CRM-specific automation states. Those live in the source system. The honest framing is: you're getting a clean rebuild of the contact database, not a forklift of your entire workflow history.

Concern

What if I have 8,000 contacts? Will this even work?

Built to handle multi-thousand-row exports — agents migrating full FUB or kvCORE databases run them through without issue. The bottleneck is your own review of duplicates and field-mapping decisions, not the upload itself. For a clean export of several thousand contacts, expect most of your time to be spent on dedup decisions, with the actual import running in the background while you review.

Concern

What if my CRM isn't one of the six you auto-detect?

Drop the file anyway. PREP can't auto-map the columns, so you'll see all your CSV headers in the mapping step and pick the PREP field for each one (First Name, Last Name, Email, Phone, etc.). The mapping is one-time per CRM source — once you've done it, save the mapping as a template and the next file in the same format is auto-mapped. So an unsupported CRM costs you about three extra minutes the first time and zero minutes after.

Concern

How does duplicate detection actually decide what's a duplicate?

Match on email first, then on phone (with country-code-agnostic comparison and digit-only normalization, so '+1 (503) 555-0142' matches '5035550142'). If a row matches an existing PREP contact, you're shown both side-by-side and choose: skip the new one, merge the new fields onto the existing, or import as a separate contact (rare — useful when two real people share a phone number, e.g., spouses).

Concern

What about the messy bits — accented characters, weird encodings, leading zeros stripped from zip codes?

UTF-8 and UTF-16 are both supported. Byte-Order Marks are stripped automatically. Zip codes are imported as strings, not numbers, so leading zeros survive. Phone numbers are stored as-typed, with a digits-only mirror used for dedup matching. The 'Smith, J.' / 'Smith,J.' kind of whitespace-variation also gets normalized for matching. You're not going to find six different versions of the same contact because your old CRM exported with inconsistent capitalization.

FAQ

Questions about migration

How do I export my contacts from Follow Up Boss and import them into a new CRM?
In Follow Up Boss, go to Settings → Export Data → People, and download the CSV. Drop that CSV into PREP's import wizard — we detect FUB's header signature automatically and pre-map the fields. Five minutes from export to ready.
Can I migrate from kvCORE without paying for an extra month?
Yes. kvCORE supports a Contacts export — that's all you need. Drop the export into PREP and your database is live in PREP before your kvCORE renewal.
Will the import create duplicates if I have contacts in PREP already?
No — there's a duplicate-review step before anything is imported. PREP matches on email and phone, shows you the conflict side-by-side, and you decide whether to skip, merge, or import as new on a per-row basis.
What if the auto-detection picks the wrong source CRM?
You can override the mapping at the field-mapping step. Auto-detection is a head start, not a lock-in. Manual mapping is always available.
Does PREP keep my custom fields from the old CRM?
Only fields that map to PREP's native data model (name, email, phone, address, lead source, lead type, timeline, price range, notes, company). Custom fields specific to your old CRM aren't carried — but you can paste them into the contact's Notes field during mapping.
What if I make a mistake on the import?
There's a one-click undo for the entire batch. PREP keeps a record of which contacts were created in which import, so you can roll back cleanly and try again with the right mapping (contacts created by the import; merged records aren't reverted).
Will my Excel file with weird encoding or accents work?
Yes. PREP auto-detects file encoding (UTF-8, UTF-16, ASCII), strips BOM markers, and handles non-ASCII names correctly.
Can I import contacts more than once?
Yes. Subsequent imports run through the same duplicate-review step against your existing database, so you don't double up. This is how teams handle ongoing batches when migrating in waves.
Still have questions? Contact us →
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Real Estate CRM Import — Migrate From FUB, kvCORE, Top Producer | PREP