Switch from Lofty to Base

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What Transfers

Transfers automatically

  • Contact names, emails, and phone numbers
  • Tags and segments
  • Lead sources
  • Pipeline stages
  • Notes
  • Addresses
  • Custom fields (need manual mapping)

Must be recreated in Base

  • Email, call, and text message history
  • Smart Plans and automation rules
  • Website visitor activity and property alerts
  • Transaction management data (separate export)
  • Documents and files

How to Export from Lofty

  1. 1

    Go to People

    Log in to Lofty at crm.lofty.com and navigate to the People section.

  2. 2

    Click the three-dot menu (...)

    Click the three dots (...) next to the "Add Lead" button at the top of the page.

  3. 3

    Select "Lead Export"

    Choose "Lead Export" from the dropdown menu. Click the "Export" button in the bottom right.

  4. 4

    Download from email

    Lofty sends the export via email. Open the email and click the download link — the CSV is not attached, you must click the hyperlink in the email body.

  5. 5

    Import into Base

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

Column Mapping Cheat Sheet

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

Lofty ColumnBase Field
First NameFirst Name
Last NameLast Name
EmailEmail
PhonePhone
AddressAddress
CityCity
StateState
ZipZip
Lead SourceSource
TagsTags
Pipeline StageStatus
NotesNotes
Assigned AgentSkipped

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

Tips for Lofty Users

  • Lofty was formerly called Chime — older CSV exports may still say Chime in the headers.
  • The export CSV is delivered via email link, not as an attachment. Click the hyperlink in the email body to download.
  • Export requires the "Export Leads" permission. If you don't see the option, ask your Lofty admin to enable it in Permission Profiles.
  • Custom fields (up to 50) are included in the CSV but won't auto-map. Add them as custom fields in Base after import.
  • Transaction data requires a separate export with the "Export Transactions" permission enabled.

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 Lofty
  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 Lofty?

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

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