Start with the contacts, notes, tags, reminders, and relationship history you already have. The web app gives you two paths: upload your CSV directly, or send us the file and instructions so our team can handle the import for you.
Inside Settings, the Import screen lets you choose between two clean paths. Upload Your Data is for agents who want to map a CSV and bring contacts in directly. We Upload Your Data is the concierge path: send the file, add notes for our team, and let us take care of the move.
Either way, the import starts where agents already manage the rest of their account. No separate migration portal, no side project, no spreadsheet ritual.
Drop in a CSV and Client Keeper shows the supported fields before you commit: first name, last name, phone, email, address, city, state, zip code, birthday, notes, and relationships.
This path is best for clean contact lists, phone exports, and simple CRM exports where the important columns are already easy to recognize.
If the export needs a human pass, choose We Upload Your Data. Add your name, contact info, the file, and optional instructions for how you want the data handled.
You can tell us things like: follow up with everyone every two weeks, add imported people to a specific group, mark them as leads, or create a follow-up after 30 days if there is no response. Our team handles the import, and the screen reminds you that duplicate contacts are scanned by email address.
