CRM Better

CRM export

Move Wise Agent 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 Wise Agent

  1. Open Contacts, then Contact List.
  2. Select the contacts: tick the Name box to select everyone, or filter the list first.
  3. Open the three-dot menu and choose Export Contacts.
  4. Choose Export All Contact Info, or pick the fields to include. Tick Include Notes to keep notes.
  5. Choose the blue Export button. The CSV appears in the Recent Exports box.

Steps from Wise Agent help: Exporting contacts, read November 1, 2026.

2What comes across

47 of 50 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 Wise Agent fileIn Home
First NameFirst Name Key Background Info Last Name
Last NameLast Name Key Background Info
Full Name & SpouseKey Background Info First Name Last Name
CompanyCompany
Job TitleTitle
Home StreetHome Address Line 1 Home Address Line 1 2 Home Address Line 2 Home City Home State Home Zip Home City 2 Home State 2 Home Zip 2 Home Country 2
Home CityHome City Home City 2
Home StateHome State Home State 2
Home Postal CodeHome Zip Home Zip 2
SubdivisionKey Background Info
CountyKey Background Info
Home Address PO BoxHome Address Line 1 2 Home City 2 Home State 2 Home Zip 2 Home Country 2
Business PhoneWork Phone
Home PhoneHome Phone
Mobile PhoneMobile Phone
Extra Phone NumbersWork Phone 2 Mobile Phone 2
E-mail AddressPersonal Email Personal Email 2
Extra E-mailsPersonal Email 2 Work Email
Web PageWork Website
Extra DetailsNotes
Date AddedKey Background Info
Date MetKey Background Info
Last Contact DateTags Key Background Info
AnniversaryWedding Anniversary
Home Sale AnniversaryHome Anniversary
BirthdayBirthdate
Spouse BirthdayKey Background Info
SpouseKey Background Info
Spouse Email AddressKey Background Info
Spouse Mobile PhoneKey Background Info
Spouse Job TitleKey Background Info
Spouse CompanyKey Background Info
SourceTags Lead Source
RankTags
Contact StatusTags Groups Status
Extra AddressesWork Address Line 1 Work City Work State Work Zip Work Country Key Background Info Home Address Line 1 2 Home Address Line 2 2 Home City 2 Home State 2 Home Zip 2 Home Country 2 Home Address Line 1
Child 1Key Background Info
Child 1 BirthdayKey Background Info
Child 2Key Background Info
Child 2 BirthdayKey Background Info
DNCTags
Important DatesKey Background Info
Custom FieldsKey Background Info
CategoriesTags
Inside Team AssignmentKey Background Info
Outside Team AssignmentKey Background Info
NotesNotes

Kept in your download, not on the contact

ClientID Country Last Date Updated

These go to SOURCE_EVIDENCE.jsonl. Choose a destination on the preview screen to bring one onto the Home contact.

3Before and after

Three contacts from the sample file. Only the filled columns are shown, on both sides.

Contact 1

Your export

ClientID
100000002
First Name
Blake
Last Name
Sample
Full Name & Spouse
Blake Sample
Mobile Phone
15555550111
E-mail Address
blake@example.test
Date Added
1/15/2024 14:02
Last Date Updated
10/1/2026 09:00
Last Contact Date
8/01/2025 9:30
Source
Zillow
Rank
B
Contact Status
Future Opportunity
DNC
Y
Categories
Buyer; Hot Lead

HOME_Import.csv

First Name
Blake
Last Name
Sample
Personal Email
blake@example.test
Mobile Phone
+15555550111
Tags
seg-rank-b, stage-future-opportunity, src-zillow, Buyer, Hot Lead, sup-do-not-contact, touch-2025, from-wise-agent-6
Groups
Leads
Key Background Info
Source CRM Added: 01/15/2024 Source CRM Last Touch: 2025-08-01
Status
Nurture
Lead Source
Zillow

Contact 2

Your export

ClientID
100000003
First Name
Casey
Last Name
Exampleton
Full Name & Spouse
Casey Exampleton
Home Street
PO Box 77
Home City
Heber City
Home State
UT
Home Postal Code
00132
Country
UnitedStates
Home Phone
(555) 555-0121
Date Added
6/1/2022 11:11
Rank
C
Contact Status
No Status
Extra Addresses
Home - 45 Sample Dr Heber City UT 00132
Categories
Sphere

HOME_Import.csv

First Name
Casey
Last Name
Exampleton
Home Phone
+15555550121
Home Address Line 1
45 Sample Dr
Home City
Heber City
Home State
UT
Home Zip
00132
Home Country
USA
Tags
seg-rank-c, Sphere, touch-none, from-wise-agent-6
Key Background Info
Source CRM Added: 06/01/2022
Status
Undefined
Home Address Line 1 2
PO Box 77
Home City 2
Heber City
Home State 2
UT
Home Zip 2
00132
Home Country 2
USA

Contact 3

Your export

ClientID
100000004
First Name
Dana
Last Name
Testwood
Full Name & Spouse
Dana & Lee Testwood
Home Street
88 Example Ave Apt 3 Springfield CO 00101 USA
Home Address PO Box
P.O. Box 909
Mobile Phone
+1 (555) 555-0131
E-mail Address
dana@example.test
Extra E-mails
work:d.testwood@example.test
Date Added
2/2/2021 08:00
Home Sale Anniversary
3/03/2021 0:00
Spouse
Lee
Rank
Unranked
Contact Status
Under Contract
Categories
Past Client; Seller
Inside Team Assignment
Agent Example
Outside Team Assignment
Lender Example

HOME_Import.csv

First Name
Dana
Last Name
Testwood
Work Email
d.testwood@example.test
Personal Email
dana@example.test
Mobile Phone
+15555550131
Home Address Line 1
88 Example Ave
Home Address Line 2
Apt 3
Home City
Springfield
Home State
CO
Home Zip
00101
Home Country
USA
Tags
stage-under-contract, Past Client, Seller, touch-none, from-wise-agent-6, Relationship, Related to: Lee Testwood
Groups
Active clients, Past clients
Home Anniversary
03/03/2021
Key Background Info
Spouse: Lee Testwood Full Name & Spouse: Dana & Lee Testwood Inside Team Assignment: Agent Example Outside Team Assignment: Lender Example Source CRM Added: 02/02/2021
Status
In Contract
Home Address Line 1 2
P.O. Box 909
Home City 2
Springfield
Home State 2
CO
Home Zip 2
00101
Home Country 2
USA

Ready with your own file?

Convert your Wise Agent