Switch from kvCORE / BoldTrail to Base
Import your contacts and transaction history in minutes. No data left behind.
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What Transfers
Transfers automatically
- Contact names, emails, and phone numbers
- Tags (hashtags)
- Lead sources (Lead Origin)
- Notes
- Addresses
- Statuses
Must be recreated in Base
- Property alerts and saved searches
- Drip campaigns and automations
- Smart campaign data
- Website activity and behavioral tracking
- Text message history
How to Export from kvCORE / BoldTrail
- 1
Open Smart CRM
Log in to kvCORE and go to the Smart CRM section.
- 2
Click More Actions > Export Contacts
Click the "More Actions" dropdown and select "Export Contacts."
- 3
Choose your email and click EXPORT
Select the email address where you want the CSV sent, then click EXPORT.
- 4
Download the CSV from your email
kvCORE sends the export file to your email rather than downloading it directly. Check your inbox and download the CSV attachment.
- 5
Import into Base
In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file.
Column Mapping Cheat Sheet
Base auto-maps most kvCORE / BoldTrail columns. Here's what maps where:
| kvCORE / BoldTrail Column | Base Field | |
|---|---|---|
First Name | First Name | |
Last Name | Last Name | |
Email | ||
Cell Phone | Phone | |
Address | Address | |
City | City | |
State | State | |
Zip | Zip | |
Lead Origin | Source | |
Hashtag | Tags | |
Note | Notes | |
Status | Status |
Column names may vary slightly depending on your kvCORE / BoldTrail version. Any unrecognized columns can be mapped manually during import.
Tips for kvCORE / BoldTrail Users
- The CSV is emailed to you rather than downloaded directly from the browser.
- US and Canadian exports have slightly different templates (province vs state).
- The export may include fewer fields than expected. Not all kvCORE data appears in the CSV.
- "Hashtag" is kvCORE's term for tags. It auto-maps to Tags in Base.
Import Into Base
Quick Import Steps
- 1.Go to Contacts and click Import > Import Contacts
- 2.Upload your CSV file — Base auto-maps most columns from kvCORE / BoldTrail
- 3.Review the column mapping and fix any mismatches
- 4.Preview your data and click Import
After Import: Next Steps
Set up your pipeline
Customize pipeline stages to match your workflow.
Import transaction history
Import past deals to see your complete track record.
Invite your team
Add team members and assign contacts.
Follow the setup checklist
The dashboard checklist guides you through remaining setup.
Ready to switch from kvCORE / BoldTrail?
Start your free trial and import your contacts in minutes. No credit card required.