By its export file

Migration guide

Move your data from Wise Agent

Wise Agent does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.

What moves

What comes across

  • Kontakte

    Lands in Calisto as Kontakte · 6 fields

    Agent-Kontakte und Personen

  • Transaktionen

    Lands in Calisto as Angebote · 7 fields

    Immobilientransaktionen und -geschäfte

  • Eigenschaften

    Lands in Calisto as Places and stays · 7 fields

    Immobilien

  • Aufgaben

    Lands in Calisto as Datensätze · 6 fields

    Agentenaufgaben und Aktivitäten

Export file

Exporting from Wise Agent

  1. In Wise Agent, open Contacts → Import/Export and click Export Outlook/CSV.
  2. Set Category to Show All, include contact notes, tick Select All, and click Export Selected.
  3. Drop the file below.
Wise Agent’s own help page

Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms