Migrate your Wise Agent data

Contacts are the primary object in Wise Agent, accessible via the contacts OAuth scope with read, update, and create permissions. We migrate all standard fields plus custom contact properties. Labels are preserved as a flat taxonomy and remapped to the destination tag structure.

Properties are supported via the properties OAuth scope. Wise Agent connects properties manually or via MLS integration. We map property records including address, MLS ID, status, and associated contacts to the destination's property or listing object.

Transactions include checklists, templates, milestones, and task assignments. The FAQ confirms transactions are exportable along with communication history. We preserve the full transaction record including checklist completion states and assigned team members.

The team scope grants read and update permissions for team member assignments. On the base plan, five users share access without granular role-based permissions. We flag permission structure differences during scoping and remap roles to the destination's permission model.

Marketing automation including drip campaigns and text sequences are accessible via the marketing OAuth scope. Campaign logic and contact enrollment states require field-level mapping because drip step definitions do not have a direct equivalent in most destination CRMs.

Calendar and planner events are supported via the calendar OAuth scope. We migrate scheduled events, deadlines, and task due dates. Recurring event rules are translated to the destination calendar format.

Labels provide contact segmentation and are referenced in Wise Agent's contact management documentation as a flexible tagging system. Because Wise Agent uses a flat label structure with no hierarchy, we flatten the taxonomy into tags at the destination and flag any label groups that should become separate custom fields.

Notes attached to contacts and transactions are explicitly confirmed as exportable in the FAQ. We migrate notes as standalone objects and attach them to the corresponding contact or transaction records at the destination.

The FAQ confirms communication history belongs to the user and is exportable. We migrate email logs, sent messages, and text conversation records linked to each contact.

Referral sources are tracked as a contact property or label in Wise Agent. We map referral source values to the destination's lead source field and preserve referral tree relationships where they exist.

Wise Agent supports custom contact properties and custom transaction fields. We extract the full custom field schema during the discovery phase and map each field to its destination equivalent, handling data type conversions as needed.