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How to Export a CSV File from kvCore (BoldTrail)

Updated this week

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.

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