If you would like to export your contacts from booj into your First app, please follow the directions below.
- Open booj and click on Contacts & Leads on the top left of the navigation bar at the top of your screen.
- Click on the Contacts tab so that you are only looking at contacts in your sphere and not leads.
- Select the contacts that you would like to export to your First app. We recommend ONLY exporting contacts that you would like to contact directly through phone, text or email. Importing a high number of leads will dilute the true First experience.
- Once you select a set of contacts, the Export button will appear on the left side above the first contact in the list. Click here to export your contacts.
- From the options presented, select Contacts/Leads and Details. Uncheck all other boxes. At this time, First cannot upload notes, tags or tasks from outside sources.
- Title your file as Full Name - Booj Contacts (i.e. Sam Hunt - Booj Contacts) and log into the account portal at account.first.io.
- Click Import Contacts and follow prompts.