CRM export
Move kvCORE and BoldTrail into HOME.
A sample file in this layout, run through the converter on November 1, 2026. Every value below comes out of that run.
1Export from kvCORE and BoldTrail
- Open Contacts and set the filters, or leave them empty for everyone.
- Choose More Actions, then Export Contacts.
- Confirm the email address the export should go to, then choose Export.
- The CSV arrives by email as a download link.
- A large export can take hours to arrive.
Steps from BoldTrail help: Importing and exporting your contacts, read November 1, 2026.
2What comes across
24 of 27 columns in the sample file reach a Home field.
A column counts as coming across when any contact in the sample file puts it in Home. Contacts that leave it empty do not change that.
| In the kvCORE and BoldTrail file | In Home |
|---|
First Name | First Name |
|---|
Last Name | Last Name |
|---|
Email | Personal Email |
|---|
Cell Phone 1 | Personal Phone |
|---|
Cell Phone 2 | Key Background Info |
|---|
Status | Tags Groups Status |
|---|
Source | Tags |
|---|
Rating | Tags |
|---|
Preferred City | Tags Key Background Info |
|---|
Preferred Listing Name | Tags Key Background Info |
|---|
Referrer | Tags |
|---|
Email Optin | Tags |
|---|
Hashtags | Tags |
|---|
Deal Type | Tags Groups |
|---|
Primary Address | Key Background Info |
|---|
Primary City | Key Background Info |
|---|
Primary State | Key Background Info |
|---|
Primary Zip | Key Background Info |
|---|
Secondary Address | Key Background Info |
|---|
Agent Notes | Personal Email Tags Notes Key Background Info Personal Phone |
|---|
Spouse First Name | Key Background Info |
|---|
Spouse Last Name | Key Background Info |
|---|
Spouse Email | Key Background Info |
|---|
Spouse Phone | Key Background Info |
|---|
Does not come across
Vow Access Method Searchalert Hashtag Cro Provider
No Home field takes these. Map one by hand on the preview screen if you want it.
3Before and after
Three contacts from the sample file. Only the filled columns are shown, on both sides.
Contact 1
Your export
- First Name
- Rilla
- Last Name
- Thistlewood
- Email
- rilla.thistlewood@example.test
- Cell Phone 1
- (702) 555-0101
- Status
- New Lead
- Source
- PropertyBoost
- Rating
- 4
- Preferred City
- La Quinta
- Preferred Listing Name
- The Citrus
- Referrer
- https://m.facebook.com/
- Email Optin
- Yes
- Hashtags
- vip, referral
- Deal Type
- Buyer
- Vow Access Method
- Email
- Cro Provider
- Boost
HOME_Import.csv
- First Name
- Rilla
- Last Name
- Thistlewood
- Personal Email
- rilla.thistlewood@example.test
- Personal Phone
- +17025550101
- Tags
- vip, referral, Buyer, stage-new-lead, src-propertyboost, seg-rating-4, src-facebook, seg-pref-city-la-quinta, seg-pref-type-the-citrus, from-kvcore-25
- Groups
- Leads
- Key Background Info
- Searching La Quinta, The Citrus
- Status
- New
Contact 2
Your export
- First Name
- Sable
- Last Name
- Marrowgate
- Email
- sable.marrowgate@example.test
- Cell Phone 1
- (702) 555-0103
- Cell Phone 2
- (702) 555-0104
- Status
- Active Lead
- Source
- Zillow
- Vow Access Method
- Email
- Searchalert Hashtag
- hot
HOME_Import.csv
- First Name
- Sable
- Last Name
- Marrowgate
- Personal Email
- sable.marrowgate@example.test
- Personal Phone
- +17025550103
- Tags
- stage-active-lead, src-zillow, sup-no-email-optin, from-kvcore-25
- Groups
- Leads
- Key Background Info
- Mobile Phone 2 (source column): +17025550104
- Status
- Engaged
Contact 3
Your export
- First Name
- Wrenna
- Last Name
- Coldebrook
- Cell Phone 1
- (702) 555-0110
- Status
- New Lead
- Source
- PropertyBoost
- Email Optin
- Yes
- Agent Notes
- 2024-01-05 10:15:00: Email updated from blank to wrenna.recovered@example.test
- Vow Access Method
- Email
HOME_Import.csv
- First Name
- Wrenna
- Last Name
- Coldebrook
- Personal Email
- wrenna.recovered@example.test
- Personal Phone
- +17025550110
- Tags
- stage-new-lead, src-propertyboost, from-kvcore-25, from-notes-email
- Groups
- Leads
- Notes
- 2024-01-05 10:15:00: Email updated from blank to wrenna.recovered@example.test
- Key Background Info
- last touched 2024-01-05 in kvCORE
Source CRM Last Touch: 2024-01-05
- Status
- New
