In order to kick off with FranFlow, you need to pull in your existing clients/candidates from your sources. For most consultants, this will be FranTracker.
Step 1: Log Into FranTracker
Open FranTracker
Log into your account
Step 2: Export Clients
To export your client list:
Navigate to the Clients section
Locate the Export option (typically found near filters or settings)
Select Export Clients
Download the file (usually a CSV)
This file will include your contact data such as:
Name
Email
Phone number
Location
Candidate details
Step 3: Export Journal Entries
Journal entries include notes, activity history, and interactions with your candidates.
To export:
Navigate to the Journal or Activity section
Locate the Export option
Select Export Journal Entries
Download the file
This ensures you retain important context and communication history.
‼️ Important: Avoid Importing Everything at Once
If you have a large number of leads (e.g., 1,000+), avoid importing all contacts at once manually.
Large imports can overwhelm the system and cause failures.
Review Active vs Inactive Leads
Before importing, consider:
Which leads are still active
Which leads are no longer engaged
🪄 Best Practice:
✔ Import active leads
✔ Add a DND (Do Not Disturb) tag to inactive leads
This prevents accidental outreach to old or inactive contacts.
Keep FranFlow as Your Primary System
After importing, FranFlow should become your primary system for managing candidates.
Avoid managing leads in multiple systems long-term to prevent confusion.
What to Do Next
After exporting your data:
➡ Import your contacts into FranFlow
➡ Begin using FranFlow workflows and automations
➡ Use forms for all new incoming leads