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
Contacts
Lands in Calisto as Contacts · 6 fields
Agent contacts and people
Transactions
Lands in Calisto as Deals · 7 fields
Real estate transactions and deals
Properties
Lands in Calisto as Places and stays · 7 fields
Real estate properties
Tasks
Lands in Calisto as Records · 6 fields
Agent tasks and activities
Export file
Exporting from Wise Agent
- In Wise Agent, open Contacts → Import/Export and click Export Outlook/CSV.
- Set Category to Show All, include contact notes, tick Select All, and click Export Selected.
- Drop the file below.
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