One of the first things you will want to do when getting started with Wise Agent is import your contact database.  We want the transition to be as easy as possible, so we’ve built some tools to help you do this.

Once logged into your account, put your mouse over the Contacts button and click on Import/Export. Look on the left side of the page – is your current program listed there? If so, click the button with the name of your current database program. 

For example, if your contacts are in Outlook, click that button.  The site will then walk you through exporting from that program, step-by-step.
If you have any trouble during the process shown, or if your program is not listed on the Import/Export page, click the Contact Us button (located on the Help menu drop-down).  Our 24/7 support team will be happy to assist you. Lastly, if your contacts are in a CSV or Excel file, just email that file to help@wiseagent.com and we’ll take care of formatting and importing it for you. Don’t get frustrated!  If you need help, just ask – we’re here for you!