1. Once login to Wise Agent, go to the Contacts drop-down, then select Import/Export.
2. Click on the LionDesk import tool.
3. Click on the Upload button.
4. Select your exported file from LionDesk.
5. Make sure you map the field correctly by clicking the drop-down under the Accepted Columns section. There should be a green checkmark in the Status. Once you map all the fields, click on the Import button.
***Please remember that the IDCUSTOMER should also be imported.
6. Click the Import Notes button to import the LionDesk second file for notes once imported.
7. Click on Upload to import the second file for the notes and click Import.
***The second file's fields don't need to be mapped. If the system failed to import every note, it means that they were all linked to contacts that did not exist in the Wise Agent database.
You may also send your files to help@wiseagent.com, and our Support Team will gladly assist you with the Import.