Use a file or paste CSV below. The first row should name the columns. At minimum, include name plus phone or email. Recognized columns include name, phone, email, source, stage, rating, tags, address, closing date, birthday, value, and notes.

Download a backup file of everything in AgentCRM on this device, or restore from a backup file you downloaded earlier. Restoring replaces the leads on this device with the ones in the file — a file that is not a valid AgentCRM backup changes nothing.

Bring your homeowner book over from MailBook. In MailBook, load your list and tap “Send to AgentCRM” — it saves a file named homebot-hq-for-agentcrm.json. Pick that file here and every household lands as a contact, home value and equity included when the export carries them. Anyone already in AgentCRM (same email or phone) is skipped, never duplicated. This is a file handoff, not a live sync — the two apps will share directly once AgentOS accounts launch Nov 4.

Bring your open-house sign-ins over from GuestBook. In GuestBook, open the host dashboard and tap “Send to AgentCRM” — it saves a file named guestbook-for-agentcrm.json holding every sign-in from every open house, with the answers each guest gave. Pick that file here and every guest lands as a contact with source GuestBook, tagged “GuestBook”, and the open house noted on their timeline. Anyone already in AgentCRM (same email or phone) is skipped, never duplicated. This is a file handoff, not a live sync — the two apps will share directly once AgentOS accounts launch Nov 4.