Start by Syncing

Sync your Google contacts to your Wise Agent account. By doing this you will save time and keep all of your information organized. For agents who are always on the go, Wise Agent’s Google Sync allows you to connect your Wise Agent calendar and contacts seamlessly with your phone. You don't have to wait until you get back to the office to add a new prospect. Now, you can do it all from your phone.

Import From a File

You can export from your current system to an Excel or CSV file.  After that, you can import them using one of the options on the Import/Export page (steps below), or email the file to help@wiseagent.com and we will format and import them for you!

Wise Agent allows you to import more information than several other CRMs as we include categories, birthdays, anniversaries, spouse and child names, and notes. HERE is an example file to use for acceptable column header fields in your CSV file.

To Import Your Contacts:

  1. From the sidebar, select Contacts > Import/Export

  2. Once on the Import/Export page, under Import, select the Wise Agent option, then click the blue "Upload” button. Select your CSV file from your computer, and click Upload

  3. Next, the system will then read the column headers in your file & those accepted will show a green checkmark under Status. If you have a red X under Status for any of your columns, make sure to select an accepted field to import into, using the dropdown menu beneath Accepted Columns.

  4. Next, you will want to select an Import Method:

    1. Only insert new

    2. Insert new/update existing - you have contacts in your Wise Agent account. It's recommended to insert new/update existing ones to avoid duplicate contacts.

    3. Allow duplicates

  5. Next, you can assign a contact list to an inside team member and import them under a specific category/source. You can add a new category and source by entering the new title in the appropriate field and then clicking the Green plus sign to add It to your list.

  6. Lastly, checkbox Format Names and Address to reformat these sections, then click Import & that is it!

HERE is a video showing you how to Import and Export your Contacts!

 

Wise Agent's Google Chrome Extension

We have even made it super simple to add contacts straight from your Gmail inbox into your Wise Agent account through our Google Chrome Extension tool. With the Chrome Extension, you can add single or multiple contacts from email threads right into your Wise Agent account. You can assign a source, or category, and even add notes for the contacts.

Manually Add One at a Time

Contacts can be added manually by selecting Add Contact from the Contacts drop-down menu in the sidebar. HERE is an article showing you how to add your contacts in-depth!

Merge Duplicates

While some contacts in your database may be added manually, others may be internet leads coming into the real estate CRM automatically and other contacts may be imported from a list all in the same week.  You can see how easily one may end up with duplicates that need to be addressed.

Wise Agent has a duplicate Merge Tool that will save you time and make cleaning up your database easy!  Merge all of your duplicate contacts into one single entry.