Importing Contacts from Another CRM
Import contacts via CSV from Follow Up Boss, kvCORE, Sierra Interactive, or any CRM that exports CSV.
Magnate360 supports CSV import from any CRM. Go to Contacts > Import and upload your file.
Supported sources:Follow Up Boss (export from Settings > Data > Export)kvCORE (export from People > Actions > Export)Sierra Interactive (export from Contacts > Download)Any CRM that exports to CSV or Excel
Column mapping: Magnate360 automatically detects common column names (Name, Email, Phone, Address, etc.). For non-standard columns, you can manually map them. Your column mappings are saved as templates for future imports.
Duplicate detection: During import, the system checks for existing contacts with the same email or phone number. Duplicates are flagged for review — you can merge, skip, or create them anyway.
CASL consent: For Canadian contacts, you must indicate consent status during import. Contacts without explicit consent will not receive marketing emails. This is a legal requirement under CASL.
After import: Your contacts appear immediately in the Contacts tab. The AI lead scorer analyzes each contact and assigns an engagement score. The Email Agent begins scheduling personalized outreach based on contact type and lifecycle stage.
More in Getting Started
Creating Your Magnate360 Account
Sign up, verify your email, and complete the onboarding wizard in under 5 minutes.
Creating Your First Listing
Add a property listing and walk through the 8-phase workflow from intake to MLS submission.
Understanding Your Dashboard
Navigate the dashboard, pipeline widget, today's priorities, and activity feed.
Keyboard Shortcuts and Command Palette
Navigate Magnate360 faster with Cmd+K search, keyboard shortcuts, and quick actions.
Using Magnate360 on Mobile
Access your CRM on iPhone or Android — responsive web app with full functionality.
Still need help?
Can't find what you need? We respond within 4 hours.