Skip to main content

How to Export a CSV File from kvCore (BoldTrail)

Step-by-step guide:

  1. Navigate to the Smart CRM section in kvCore and go to the All Contacts tab.

    ​

  2. Filter your contacts (optional) to narrow down the export by using the filter options, such as by hashtag or date.
    ​

  3. Click the checkbox at the top of the list to select all contacts on the current page, or individually select contacts.
    ​

  4. Click on the More Actions button.
    ​

  5. Select Export Contacts from the dropdown menu.

    ​

  6. Choose your export options and specify the email address where the file should be sent.
    ​

  7. Click Export. The system will send the file to your email as a CSV attachment.

How to import your CSV into Radius CRM (Clients):

  1. Make sure your CSV is in a spreadsheet format (Google Spreadsheet, Microsoft Excel).
    ​

  2. Attach and send your CSV file to support@radiusagent.com.
    ​

  3. Our Support team will take it from there and upload your CSV file into your new Clients section of the Radius app.

Did this answer your question?