There are instances where you may be moving from one kvCORE account to another. In order to make that transition as smooth as possible, InsideRE recommends the following best practices!

To insure your new kvCORE account has all of your contacts and leads you’ll want to export your contacts from the original kvCORE account.

Step 1 - Open your Smart CRM

Step 2 - Select Export

Before exporting, you can use Smart CRM Filters to create a specific list of contacts to export.

Click on 'More Actions' -> Export

Step 3 - Email

Specify where you want your file emailed (the email linked to your kvCORE account will be the default). Then click 'Export'.

Your export will be sent from: no-reply@kvcore.com

The subject of the email will be: 'A Lead Export Has Been Shared With You'

To learn more about how to export your contacts, click here.

Once your contacts have been exported you may import them to your new kvCORE account. You can DIY import or have the kvCORE Import Specialists assist.

When importing contacts into kvCORE, you have two options: let us handle it for you to save time and avoid incorrectly importing your data or import the contacts yourself to retain full control over the process.Regardless of the import option you choose, we recommend that you use the applicable import template as a guide for formatting your file.

To learn more about both the DIY and Let-Us-Handle-It import options, click here.

You put a lot of effort into building the best campaigns for your contacts and it’s important that you’re able to continue using them. Using Smart Campaign Shake Tokens you can transfer your campaigns from your original kvCORE account to your new one.

To learn more about using Smart Campaign Share Tokens, click here.

In order to limit any interruptions to your Marketplace add-ons you’ll want to cancel your Marketplace products and repurchase immediately through your new account.

Reach out to the Billing Team for assistance with cancellations.

Please Note: If you switch over a vanity domain that is linked to your email address emails will not be processed until the vanity domain on the new account is installed.

If you have any questions or need further assistance with switching from one account to another, please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!