Switch from LionDesk to Base

Import your contacts and transaction history in minutes. No data left behind.

Start Free Trial

14-day free trial — no credit card required

What Transfers

Transfers automatically

  • Contact names, emails, and phone numbers
  • Tags
  • Sources
  • Notes (if opted in during export)
  • Addresses
  • Contact statuses

Must be recreated in Base

  • Email and text templates
  • Drip campaigns
  • Power dialer history
  • Task lists
  • Transaction management data

How to Export from LionDesk

  1. 1

    Click your profile icon

    Click your profile icon in the top-right corner of LionDesk.

  2. 2

    Select Export LionDesk Contacts

    Choose "Export LionDesk Contacts" from the dropdown menu.

  3. 3

    Check "Include contact notes"

    If you want your notes exported, check the "Include contact notes" box. Otherwise, notes come as a separate file.

  4. 4

    Download from email

    You'll receive the CSV by email. Download it from there.

  5. 5

    Import into Base

    In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file.

Column Mapping Cheat Sheet

Base auto-maps most LionDesk columns. Here's what maps where:

LionDesk ColumnBase Field
First NameFirst Name
Last NameLast Name
EmailEmail
Cell PhonePhone
AddressAddress
CityCity
StateState
ZipZip
TagsTags
SourceSource
Contact StatusStatus
NotesNotes

Column names may vary slightly depending on your LionDesk version. Any unrecognized columns can be mapped manually during import.

Tips for LionDesk Users

  • Notes are only exported if you check the "Include contact notes" box during export.
  • Contact Status has five possible values: New, Active, Prospecting, Closed/Inactive, and Future.
  • The CSV is emailed, not downloaded directly from the browser.
  • Birthday and custom date fields are not auto-mapped. Add them as custom fields after import if needed.

Import Into Base

Quick Import Steps

  1. 1.Go to Contacts and click Import > Import Contacts
  2. 2.Upload your CSV file — Base auto-maps most columns from LionDesk
  3. 3.Review the column mapping and fix any mismatches
  4. 4.Preview your data and click Import

After Import: Next Steps

Set up your pipeline

Customize pipeline stages to match your workflow.

Import transaction history

Import past deals to see your complete track record.

Invite your team

Add team members and assign contacts.

Follow the setup checklist

The dashboard checklist guides you through remaining setup.

Ready to switch from LionDesk?

Start your free trial and import your contacts in minutes. No credit card required.

Start Free Trial