Exporting Contacts from Wise Agent

To export contacts from Wise Agent:

1.   Sign in to your Wise Agent account.

2.   On the Contacts Tab, click Import/Export.

3.   Click Export Outlook/CSV.

4.   On the Select Clients to Export screen make sure Category is set to Show All and "include contact notes in export" is set to "yes".

5.   Above the first contact Name, check the Select All check box.

6.   Click Export Selected.

7.   Save the export file to your computer.