1. Export your Contacts from your current CRM. Review the fields and ensure they follow the below criteria: 

• The names should be split into two fields: First Name, Last Name

• The address should be in four fields: Street, City, State, Postal Code

• AT MINIMUM, your data should contain at least the first name, last name, and email address or cell number for texting. 

• OPTIONAL BUT RECOMMENDED—Add a column called "Contact Status." Complete the column for each contact using the values provided in BHHS Connect: Sphere, Prospect, New Lead, Active Lead, Client, Contract, Closed, or Archived. We highly recommend taking the time to complete this step. Some of BHHS Connect's automation is tied to the Contact Status and is valuable to have—do it now, or do it later! 

• OPTIONAL BUT RECOMMENDED—Add a column called "Deal/Lead Type." Complete the column for each contact using the values provided in BHHS Connect: buyer, Seller, Renter, Agent, and/or Vendor. 

• OPTIONAL BUT RECOMMENDED—Add a column called "Hashtags" and modify values as desired. Hashtags are a way to further sort your contacts and communicate with them. For example, some hashtags may include but are not limited to: relocation, VA loan, first-time buyer, farm, downsizing, etc. This will allow you to send out a communication to just your "relocation" or "farm" clients.

Export your Contacts from your system and use the "Let us Handle It "Option. Import Request Form

Minimum Requirements for the CSV:

• The names should be split into two fields: First Name, Last Name

• The address should be in four fields: Street, City, State, Postal Code

Optional changes can be made to your CSV file:

• Add a column called Hashtag and modify values as desired.

• Add a column called LeadType, and add values to match the options in BHHS Connect.

• Add a column called Contact Status and add values that match options in BHHS Connect.

Option A - If you don't have a database of contacts established yet, this is a great way to get started:

• Click here for the steps to Sync Contacts from Google to BHHS Connect

• Note Labels will not be synced

•  If you disconnect Google later, all your contacts will remain as-is in BHHS Connect.

Option B - If you have labels in Google that you would like to include as hashtags in BHHS Connect:

• From Google Contacts, Choose Export >All Contacts >Outlook CSV.  Contacts.csv will be saved to your computer.

• Click on this link to have BHHS Connect Upload your Contacts: Import Request Form.  Choose a default Deal Lead Type and Contact Status on the form.

• After you get confirmation that your contacts were imported: Click here for the steps to Sync Contacts from Google to BHHS Connect

Optional changes can be made to your CSV file:

• Rename the Categories field to  Hashtag and modify values as desired.

• Add a field called Contact Type and add the values to match BHHS Connect: Buyer, Seller, Renter, Agent or Vendor.

• Add a field called Client Status and add the values to match  BHHS Connect: Sphere, Prospect, New Lead, Active Lead, Client, Contract, Closed, Archive 

• Change  "Other" Phone to either Home or Cell Phone for best results

• Download a copy of the BHHSConnect Import Guide and Template: 

  1. 1. • 1. BHHS Connect 10 x 10 Lead Import Template Directions

          2. Sample Import Template

• Be sure to add values to your "Hashtag" columns

• Add the values for LeadType, and ContactStatus fields to your file data and enter each value that you want to be uploaded. 

• Click on this link to have BHHS Connect Upload your Contacts: Import Request Form.