Switch from Wise Agent to Base

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What Transfers

Transfers automatically

  • Contact names, emails, and phone numbers
  • Categories (as tags)
  • Sources
  • Notes (if opted in)
  • Addresses

Must be recreated in Base

  • Calendar events
  • Drip campaigns
  • Landing pages
  • Calling history
  • Custom date fields (need manual mapping)

How to Export from Wise Agent

  1. 1

    Go to Contacts > Import/Export

    In Wise Agent, navigate to Contacts > Import/Export.

  2. 2

    Click the Export Contacts tab

    Switch to the "Export Contacts" tab.

  3. 3

    Click "Wise Agent" export format

    Click the "Wise Agent" button to export in their standard format.

  4. 4

    Optionally check "Include contact notes"

    If you want notes exported, check the box before downloading.

  5. 5

    Download the CSV

    Your browser will download the CSV file.

  6. 6

    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 Wise Agent columns. Here's what maps where:

Wise Agent ColumnBase Field
First NameFirst Name
Last NameLast Name
EmailEmail
Cell PhonePhone
AddressAddress
CityCity
StateState
ZipZip
CategoryTags
SourceSource
NotesNotes

Column names may vary slightly depending on your Wise Agent version. Any unrecognized columns can be mapped manually during import.

Tips for Wise Agent Users

  • "Category" in Wise Agent maps to Tags in Base.
  • Custom fields and important dates use semicolon-separated "Label: Value" format in a single column — these won't auto-map.
  • The export file name cannot contain symbols or spaces.
  • Notes export is opt-in — check the box during export.

Import Into Base

Quick Import Steps

  1. 1.Go to Contacts and click Import > Import Contacts
  2. 2.Upload your CSV file — Base auto-maps most columns from Wise Agent
  3. 3.Review the column mapping and fix any mismatches
  4. 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 Wise Agent?

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