Skip to content

handoff

Export Open House Leads to CSV, Contacts & CRM

Export open house leads to CSV, PDF, vCard, or straight into your CRM in one tap — and keep them exportable even if your subscription lapses.

9 min readJune 9, 2026

Export open house leads in under a minute, in the format your workflow actually uses. That is the entire job of OpenHouse's export screen. The app captures and qualifies visitors at the door, and the moment the event ends, everything it learned is yours. CSV for a spreadsheet, PDF for a printout or a seller, vCard for Apple Contacts, a pre-addressed email, plain text on the clipboard, or a straight share-sheet handoff into your CRM's app. No account, no sync queue, no "your data is being processed" spinner. You tap, you pick a format, the leads leave.

That sounds like table stakes. It is not. Plenty of sign-in apps treat your visitor list as their asset, gated behind a dashboard login or quietly shared with a lender partner. OpenHouse goes the other way. Leads live on your device, and export is the main event. The rest of this page covers each format with a real use case, then walks a CSV into Follow Up Boss. It ends with the guarantee that matters most: you can still export open house leads after you stop paying.

Export open house leads from an iPhone to CSV, Contacts, and a CRM

Why one-tap export beats a brittle CRM sync

The standard pitch in this category is the automatic sync: connect your account once and your open house leads flow into your CRM on their own. For a brokerage with an ops team, fine. For a solo agent, automatic syncs are where leads go to die quietly:

  • Syncs fail silently. An expired OAuth token, a renamed pipeline, an API change on either end, and your Saturday sign-ins never arrive. You find out three weeks later, when the buyer has already closed with someone else.
  • Syncs need accounts and servers. A background sync means your visitor data travels through someone's backend. That is one more place it can leak, be mined, or be held hostage.
  • Syncs lock you in. Once the plumbing is connected, switching CRMs (or switching sign-in apps) means untangling it. Open formats never have that problem.

A deliberate, visible export flips all of that. When you export open house leads yourself, you see the file. You know what left the device, when, and where it went. If your CRM import chokes, you find out in ten seconds instead of three weeks. CSV and vCard have worked for decades and will still work with whatever CRM you run in 2030.

For a solo agent who runs two to four open houses a month, sixty seconds of tapping beats a fragile pipe every time.

OpenHouse is not a CRM and does not want to be one. It captures and qualifies visitors, then hands them to you. That narrow scope is on purpose, and it matches everything else OpenHouse does.

Every way to export open house leads, and when to use each

Six formats, six different Mondays. Here is when each one earns its keep.

FormatBest forConnection needed?
CSVCRM import, spreadsheets, mail-merge listsNo
PDFPrinting, compliance records, sharing with a sellerNo
vCard / ContactsCalling and texting from your iPhone todayNo
EmailSending the lead list to yourself or an assistantYes (to send)
ClipboardPasting emails into a BCC line or a text threadNo
Share sheetDirect handoff to a CRM app, AirDrop, Messages, DriveDepends on target

CSV: the universal spreadsheet

CSV is the workhorse. Every lead from the event lands in one clean spreadsheet file: name, phone, email, representation status, timeframe, notes, sign-in time. Open it in Numbers or Excel and sort the hot leads to the top, or feed it to any CRM's import tool. Some agents keep a master spreadsheet of every open house they have ever run, and it works. Export open house leads to CSV after each event and that spreadsheet is the whole system. There is a reason roundups like The Close's open house app guide keep hammering on lead handoff. An app that captures fifty names and exports zero of them cleanly captured nothing.

PDF: the human-readable record

Export open house leads to PDF when the reader is a person rather than a database. You get a formatted sign-in record: a compliance file for your broker, a printed backup for your transaction folder, an attachment for the listing agent when you sat someone else's open house. Sellers also read a PDF at a glance, though if the goal is impressing the seller, you can turn the same data into a seller report instead of sending a bare visitor list.

vCard and Apple Contacts: call them tonight

The fastest follow-up channel a solo agent has is the phone already in their pocket. The vCard export turns each lead into a standard contact card you can add straight into Apple Contacts, which means caller ID, iMessage, and FaceTime know who "Dana from the Maple St open house" is before you have left the driveway.

vCard export for real estate leads is criminally underrated. Export open house leads into Contacts within an hour of the event and your first text lands while the showing is still fresh in the buyer's mind. NAR's research on buyer and seller behavior has documented for years how heavily buyers lean on the first agent who responds. Speed is the cheapest advantage there is.

Email: send the list anywhere

The email export drops your lead list into a pre-composed message. Send it to yourself for archiving, or to your CRM's email-to-lead inbox if it has one (Follow Up Boss can ingest forwarded leads). It is also the simplest way to export open house leads to an assistant who handles your data entry.

Clipboard: the duct tape option

Sometimes you just need the email addresses. The clipboard export copies leads as plain text so you can paste them into a BCC line for a "thanks for coming" blast, into a group text, or into any field in any app that accepts text. No format negotiation, no import wizard. Duct tape, in the best sense.

Share sheet: straight into your CRM's app

The iOS share sheet is the most direct route from sign-in app to CRM. Export open house leads to the CRM app installed on your phone and its own import flow takes over from there. The same sheet reaches AirDrop (hand leads to a co-listing agent standing next to you), Messages, Mail, Files, Drive, and Dropbox. One export surface, every destination iOS knows about.

One-tap CRM handoff of open house leads from the OpenHouse iPhone app

CRM handoff walkthrough: CSV into Follow Up Boss

Here is how to export open house leads into Follow Up Boss, from closed front door to pipeline. The same shape works for kvCORE, LionDesk, Wise Agent, or anything else with a CSV import.

  1. End the event in OpenHouse. Your leads are already qualified from sign-in (hot unrepresented buyers, represented visitors, neighbors), so there is no triage step.
  2. Tap Export → CSV. The file is generated on-device, instantly. No upload, no processing queue.
  3. Get the file to your CRM. Share the CSV to Files or email it to yourself, then open your CRM's import tool (in Follow Up Boss: Admin → Import). Or share straight to the CRM's iOS app if it accepts files.
  4. Map the columns once. Name, email, phone, and notes map in seconds, and most CRMs remember the mapping for next time.
  5. Tag the import. Tag every row with the property address ("OH-142-Maple-St") so your automations and your memory both know where these people came from.
  6. Start following up. The leads hit your pipeline within minutes of locking the door. Grab follow-up templates to send after you export and put the speed to use.

Total time, with practice: about two minutes. That is the brittle-sync trade-off in concrete terms. Two minutes you watch happen, versus a background process you have to trust.

The read-only guarantee: your leads outlive your subscription

The quiet fear behind every "should I trust this app with my leads?" question is lock-in, and it is a rational fear. When Spacio wound down, agents who had years of open house history in it faced a deadline to get their data out before the app disappeared from the App Store in January 2026. Lock-in is not always about shutdowns, either. Curb Hero is free and genuinely popular, but its own help center explains how lenders are paired with your listings and how visitor info is shared when buyers opt into mortgage questions. The business model runs through your sign-in data.

OpenHouse answers this with architecture instead of a promise buried in the terms. Leads are stored locally on your device and never touch a server unless you export them, so there is no cloud account to get locked out of in the first place. If your subscription lapses, the app drops into a data-safe read-only mode. You cannot run new events, but you can still view and export open house leads in every format, indefinitely. Your leads stay exportable even if you cancel. That is the deal, in writing, because an export feature you can lose was never really an export feature.

If you capture a lead at your open house, that lead is yours, on day one of the trial and on the day after you stop paying. Try it during the trial and see how fast you can export open house leads. The export screen is the feature everything else is built around.

Frequently asked questions

What formats can I export open house leads in?

OpenHouse exports leads as a CSV spreadsheet, a formatted PDF, vCard files for Apple Contacts, a pre-addressed email, plain text on the clipboard, or anything the iOS share sheet can reach. Every format is one tap from the event screen.

Can I get open house leads into my CRM, like Follow Up Boss?

Yes. Export a CSV and import it through your CRM's standard import tool, or share leads directly to your CRM's iOS app via the share sheet. OpenHouse uses open formats rather than a proprietary sync, so it works with any CRM that accepts CSV or contacts.

Do I lose my leads if I cancel my OpenHouse subscription?

No. If your subscription lapses, OpenHouse switches to a data-safe read-only mode. You can no longer run new events, but every lead you captured remains viewable and exportable in every format, forever.

Does exporting open house leads require an internet connection?

Generating the export does not — CSV, PDF, vCard, and clipboard exports are built entirely on your device. You only need a connection for the final step if you are emailing leads or sharing them to an online CRM.

Does OpenHouse sync automatically to a CRM in the background?

No, and that is deliberate. Background syncs require accounts, tokens, and a server between you and your data, and they fail silently. OpenHouse keeps leads on your device and hands them off only when you explicitly export.

Keep exploring

guides

Open House Follow-Up Email Templates That Get Replies

Open house follow up email templates segmented by visitor type — 10 copy-ready scripts with subject lines, timing, and the 48-hour window explained.

Visit page

features

Open House Seller Report: Ready Before You Lock Up

Open house seller report generated before you lock the door — visitor count, buyer mix, represented %, and feedback themes your seller can actually use.

Visit page

features

Private Open House Sign-In — No Lender Ads, No Resale

Private open house sign in app with no lender ads, no data resale, and no account. Leads never leave your device — see why wary visitors sign in anyway.

Visit page