First can accept external lists and Past Clients lists in Excel or CSV formats. These are excellent sources of high priority opportunities.
- You can upload any CSV or XLSX file till you reach the contact limit for your account (Pro level limit= 5,000 contacts; Concierge level limit= 10,000 contacts)
Pro tip: use descriptive names for your CSVs - these will help you understand where a contact came from once they are uploaded.
We strongly discourage the upload of large ‘farm’ lists or exports from your lead management system. These lists can contain large numbers of unqualified prospects and can degrade your First experience.
If you have any questions or need help getting contacts exported, please feel free to contact email@example.com.