--- title: "Export kvCORE contacts before leaving eXp or an eXp team" description: "Check permitted contact ownership, export restrictions, notes, and website inquiry destinations before changing an eXp kvCORE or BoldTrail account." canonical: "https://scalewithsearch.com/articles/export-exp-kvcore-contacts-before-switching" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # How to export kvCORE contacts before leaving an eXp team or brokerage To export contacts, open **Contacts**, select the permitted records, then choose **More Actions → Export Contacts**. Download the CSV through the emailed link. [BoldTrail's export guide](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts), checked 2026.10.14. Before you act, read your own independent contractor agreement and any team agreement, and confirm the terms with your brokerage in writing. Your agreement can differ from the published documentation cited here. Before changing an eXp account, check who owns each contact. eXp says team-owned contacts are excluded from an agent export. [eXp's contact ownership guide](https://support.expcloud.com/portal/en/kb/articles/lead-ownership-in-boldtrail). Use this sequence before the switch: confirm ownership, obtain the permitted export, inspect its contents, then test your website's new inquiry destination. Keep access open until you have checked the file and resolved the handoff with the responsible people. ## Check ownership before counting what you can take In the Contacts view, use the columns control to display **Agent** and **Owned by**. The first identifies assignment; the second identifies ownership. eXp describes these categories in its [eXp’s contact ownership guide](https://support.expcloud.com/portal/en/kb/articles/lead-ownership-in-boldtrail), checked 2026.10.14.: | What the ownership column shows | What eXp documents | | --- | --- | | Your agent name | Contacts originating through your agent site or agent-specific connection. | | Another agent's name | A contact shared with you by that agent. | | Team name | Contacts originating through the team website or a team-level API connection. Team-owned contacts are excluded from your agent export. | | Company | Contacts originating through an eXp corporate site or its connected smart number. eXp says these are included when you request a copy of your CRM contacts. | Record the ownership category beside each group you expect to retain. Ask about any record whose assignment and ownership differ. Reconcile the expected export against permitted contacts, rather than every record visible in your account. There is a documentation difference to resolve for company contacts. BoldTrail's general guide limits exports to owned contacts; eXp describes the company-contact inclusion above. Ask support to confirm how your account handles that category. [Provider export guidance](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts). ## Separate leaving a team from leaving eXp eXp's team-removal article concerns agents who leave a BoldTrail team while keeping their eXp account. It directs removal requests to the team leader or administrator. Technical support cannot transfer contact ownership. For an unresponsive team leader, it names the state broker as the escalation route. [eXp’s team-removal instructions](https://support.expcloud.com/portal/en/kb/articles/for-agents-things-to-remember-when-being-removed-from-a-boldtrail-team-account), checked 2026.10.14. Ask the team administrator to resolve ownership and responsibility before removal. For an active buyer or seller, record who handles the next conversation. Request an authorized ownership change where appropriate. Keep unresolved contacts on a separate list for the responsible administrator. For a brokerage departure, obtain the last date of CRM access and export availability in writing. Confirm whether your login email will remain accessible through that date. Ask separately about any account transfer. The team-removal article does not establish a brokerage departure grace period. ## Request the export while your account and email still work BoldTrail documents these safeguards: exports go only to your login email; changing that email pauses exports for 48 hours. After three or more months without a login, exports pause for 24 hours when you return. [Current export safeguards](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts), checked 2026.10.14. Check the login address before planning the export date. If you need to change it, allow for the documented pause. Confirm that the receiving mailbox works. Keep the account access deadline beside those checks. Use filters to narrow the contact list before selecting records. Request the export from the permitted list and retrieve the download from your login mailbox. [BoldTrail's export procedure](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts). The procedure section describes entering a recipient. The safeguards and FAQ lock it to the login email. Follow that restriction. Resolve an unavailable mailbox before your access ends. [Export recipient restrictions](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts), checked 2026.10.14. Save the original file without editing it. Work from a copy for cleanup or mapping. Record the export date, filters, permitted contact count, and unresolved exclusions. ## Inspect notes and history before relying on the CSV BoldTrail says agent notes are included automatically. Its guide directs CoreHome chat export requests to support. [Export contents](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts), checked 2026.10.14. Open the CSV and compare several permitted records with their source profiles. Include an active seller, an active buyer, and a contact with notes where available. Check names, usable reply details, source, ownership information, and the next action you need to preserve. For each history type you need, ask whether it is present in the file or needs another supported export. Include email conversations, texts, calls, attachments, and search settings in that question. Treat anything you have not inspected as unverified. Ask the receiving system's administrator to demonstrate how the permitted information will appear. Use controlled test records first. Check notes and field mapping before approving a larger import. Require any automatic messages to remain disabled during that check. ## Check where the website's next inquiry will arrive Make a separate inventory of the connections on your own website. Include the seller form, buyer inquiry form, embedded registration tools, and any email-forwarding destination. Write down the page, receiving account, intended recipient, and expected ownership. For a kvCORE email connection, eXp documents the parse-address location under **Lead Engine → Sync any lead source in kvCORE → EMAIL**. Use that guide to identify the existing destination. [eXp’s kvCORE parse-email instructions](https://support.expcloud.com/portal/en/kb/articles/find-your-unique-kvcore-parse-email), checked 2026.10.14. Ask your website builder to confirm the replacement destination before switching. If a connection is at team level, ask the team administrator to verify the resulting ownership. Check that the planned arrangement matches who should retain and answer your website inquiries. Arrange a clearly marked test with contact details you control. Submit it through the actual seller or buyer page. Find the matching record in the intended destination. Check its owner, assigned recipient, question, and reply details. Save the result before retiring the old connection. Record how inquiries arriving between the export and the switch will be handled. Assign someone to check the old destination while access remains available. Reconcile any later permitted contacts before closing that step. For the wider account and website handoff, use the [website ownership checklist](/articles/own-your-site). - [WPForms not sending email: repair your agent website notifications](/articles/repair-wpforms-agent-inquiry-notifications) ## Bring the website connection into the written scope The eXp export plan distinguishes available contact fields from the website's next receiving destination. Submit the redacted connection map through [whole website fix: eXp export connections](/for/real-estate). The whole website fix checks that a submitted test reaches your specified destination. [scalewithsearch.com primary source](https://scalewithsearch.com/for/real-estate), checked 2026.10.14. - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) - [Real estate CRM and website: map forms to contact records](/articles/real-estate-crm-and-website) - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) ## Related: Real estate - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) - [Real estate CRM and website: map forms to contact records](/articles/real-estate-crm-and-website) - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```