Moving from BoldTrail to Realtor Desk
Moving from BoldTrail to Realtor Desk: export your contacts as a CSV and import them yourself. What comes across, what does not, and the CAD price.
Realtor Desk is a CRM for a single Canadian agent at $149/mo CAD with no setup fee. BoldTrail publishes no prices and quotes on request, so compare against the total you are quoted.
It has no seats, lead routing, shared pipeline, IDX website, lead generation or transaction management. Check that list against what you use in BoldTrail today.
We build one of the products compared here, so weigh this accordingly.
How the move works
You do each step yourself, with a CSV file. Nobody at Realtor Desk exports, maps or imports your data for you.
Export a CSV
Export your contacts from BoldTrail as a CSV file. Check BoldTrail’s own help for the steps.
Try twenty rows
Cut the first twenty rows into a separate file and import those first.
Import the rest
De-duplicate the file, then upload it. Duplicates are not merged for you.
Check what landed
Names, email, phone, source and tags come in. Deals and history do not.
Record consent
The import carries no consent. Record its date and source before you email anyone.
You run the import yourself
There is no migration call, no migration team and no onboarding session. The import documentation lists the columns the importer reads.
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Switch from BoldTrail today. $149/mo CAD with no setup fee — compare it against the total you are quoted.
What actually moves across
The move is a CSV import that you run yourself. Export your contacts from BoldTrail as a CSV file, then upload that file in Realtor Desk. The importer reads the header row and matches English column names such as “first name”, “email” and “phone”. There is no column-mapping screen, so rename a column in the file if it is not recognised. The import documentation lists every header it accepts.
Columns it recognises
- Email — email, email_address,e_mail or emailaddress
- Phone — phone, mobile,cell, telephone and the usual variants
- Name — first_name and last_name, or a single full_name / name column, which is split on the first space
- Source — source or lead_source; rows with neither are tagged csv_import
- Tags — tags or labels, separated by semicolons
- Company, website, job title, notes — kept in the contact’s metadata. Any other column is not imported
Rows with neither a name nor an email are skipped.
What does not come across
Deals, conversations, message and call history, automations, tasks, documents and anything specific to BoldTrail’s own data model. The import creates contacts only. Keep your BoldTrail exports for your records and rebuild any live deals in the pipeline by hand.
Duplicates are not merged. A contact that appears twice in the file is created twice, so de-duplicate the file in a spreadsheet before you import it, and import it once.
Consent is not imported. Under CASL you must record the date and source of consent for each contact before you email them. Our CASL guide for real estate email explains the consent windows.
Test it before you commit
- Export your contacts from BoldTrail and keep an untouched copy of that file.
- De-duplicate the file in a spreadsheet.
- Cut the first twenty rows into a separate CSV and import those.
- Open three of them and check the name split, the phone format and whether the tags landed where you expected.
- Only then import the rest.
- Record the date and source of consent on each contact before you email them.
Getting back out
You can export your contacts to a CSV yourself from the Contacts page. That is worth checking on any CRM you are considering, including this one — a product that makes leaving hard is telling you something. See pricing and trial terms or what the CRM does.