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

  • Contacts

    Lands in Calisto as Contacts · 5 fields

    Amakhasimende kanye nabantu

  • Transactions

    Lands in Calisto as Deals · 7 fields

    Izinhlelo zokuhweba nendawo yokuhlala

  • Properties

    Lands in Calisto as Izindawo nezindawo zokuhlala · 7 fields

    Izindawo zokuhlala

  • Tasks

    Lands in Calisto as Tasks · 5 fields

    Imisebenzi yomkhiqizi nezinto ezenzekile

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