Import methods
CSV upload
Upload CSV files to create records in bulk. Supported record types:- Clients
- Prospects
- Other contacts
- Notes
CSV import
Import from CSV files
CRM migration
Migrate directly from a supported CRM by uploading an export file:- Wealthbox — Upload your JSON export file
- Redtail — Upload your SQL database backup file
Wealthbox import
Migrate from Wealthbox
What can be imported
| Record type | CSV upload | CRM migration |
|---|---|---|
| Clients | Yes | Yes |
| Prospects | Yes | Yes |
| Other contacts | Yes | Yes |
| Notes | Yes | Depends on CRM |
Before you import
Data preparation checklist
Before starting an import:- Export data from your source system
- Open in a spreadsheet to review
- Remove duplicate records
- Standardize formatting (phone numbers, dates)
- Make sure required fields are filled in
- Save as CSV with UTF-8 encoding
Required fields by record type
| Record type | Required fields |
|---|---|
| Clients/Prospects | Either full name, or first name and last name |
| Other contacts | Either full name, or first name and last name |
| Notes | Record type and note content |
After importing
Verify your data
- Confirm the expected number of records were created
- Open several imported records to spot check the data
- Verify people are in the correct households
Fix issues
If you find problems after importing:- Edit individual records manually
- Contact support for help with large corrections
Best practices
Start with a test
Before importing your full dataset:- Create a test file with 5—10 records
- Run the import
- Verify the results
- Delete test records if needed
- Import the full dataset
Import in order
For related records, import in this sequence:- Clients and prospects first — These create households
- Other contacts — Standalone records
- Notes — These link to existing records