Calisto Pro
Switch
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

  • 連絡先

    Lands in Calisto as 連絡先 · 6 fields

    エージェント連絡先と人物

  • トランザクション

    Lands in Calisto as オファー · 7 fields

    不動産取引および商談

  • プロパティ

    Lands in Calisto as Places and stays · 7 fields

    不動産物件

  • タスク

    Lands in Calisto as レコード · 6 fields

    エージェントのタスクとアクティビティ

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