Exporting Your iPhone Contacts

  1. Open the Contacts app on your iPhone.

  2. Tap Lists at the top left corner.

  3. Long press the list you wish to export.

  4. Tap Export. Select the fields you want to include, then tap Done.

  5. Choose a method to send or save the exported contact cards, such as Messages or Mail.
    💡 Tip: We recommend emailing the VCF file to yourself for easy access on your computer.

  6. Open the VCF file on your computer and use a VCF ➜ CSV converter to convert the file.
    💡 Tip: Tribulant offers a free service for converting VCF to CSV. Make sure "vCards With E-mail Only" remains de-selected to ensure all your contacts are included.

  7. Once converted, save your CSV file and proceed with the next steps!

Importing Your Contacts Into Wise Agent

💡 After exporting your iPhone contacts, you can import them using the options on the Import/Export page (steps provided 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 many other CRMs, including 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.

  1. From the sidebar, select Contacts ➜ Import/ Export.
  2. Under Import Contacts, select Wise Agent.
  3. Once selected, click on the blue Upload button & select your CSV file.
  4. Next, select your Method:

    ▸Only Insert New
    This method adds only new contacts to the database. If a contact already exists in your Wise Agent contact list, it will not be updated or duplicated.

    ▸Insert New/ Update Existing
    This method adds new contacts and updates information for existing ones already in your Wise Agent contact list. If a contact already exists, its details will be updated rather than creating a duplicate.

    ▸Allow Duplicates
    This method adds all contacts from the import, even if they already exist in your Wise Agent contact list, which may result in duplicate entries.

  5. Next, choose an inside team member to assign the contacts. If you prefer to leave the contacts unassigned, keep the selection set to All.
  6. Select a Category to add to all the contacts.
    This step is optional    , however, adding a category will help you segment your audience for future marketing efforts!
  7. Choose a Source to be added to all the contacts.
    💡 Pro Tip: Label your contacts with a source name in alignment with where the contacts originated from (I.E. Zillow, an open house you hosted, etc.). This helps you easily identify the origin of your contacts, keeping your database clean and organized! Here, you can add/ select a source titled iPhone Contacts for future reference as to where these contacts were imported from.
  8. If you'd like to format your names and addresses added during the import process, check the Format Names and Addresses box. This option ensures consistency by correcting capitalization, punctuation, and common errors, making your contact information look uniform throughout your database.

  9. Next, the system will 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.

  10. After completing all sections, click Import. Your contacts will soon be added to your Wise Agent contact list. That's it!