Import methods
CSV import
Upload CSV (comma-separated values) files to create records:- Clients and prospects
- Contacts
- People
- Tasks
- Notes
CSV import
Import from CSV files
CRM migration
Direct migration from supported CRMs:- Wealthbox — Automated data transfer
- Other CRMs — CSV-based migration
Manual entry
For small amounts of data, enter records directly in Slant rather than importing.What can be imported
| Record type | Import support |
|---|---|
| Clients | ✓ Full support |
| Prospects | ✓ Full support |
| People | ✓ Full support |
| Contacts | ✓ Full support |
| Tasks | ✓ Full support |
| Notes | ✓ Full support |
| Meetings | Limited (manual preferred) |
| Emails | Via email integration only |
Import process overview
Every import follows these steps:Before you import
Data preparation checklist
Before starting an import:- Export data from source system
- Open in spreadsheet to review
- Remove duplicate records
- Standardize formatting (phones, addresses, dates)
- Fill required fields
- Save as CSV (UTF-8 encoding recommended)
Required fields
Different record types have different requirements:| Record type | Required fields |
|---|---|
| Clients/Prospects | Household name |
| People | First name, last name |
| Contacts | Name or company name |
| Tasks | Title |
File requirements
| Requirement | Details |
|---|---|
| Format | CSV (comma-separated values) |
| Encoding | UTF-8 recommended |
| Max file size | 10 MB |
| Max rows | 10,000 per import |
| Headers | First row must be column headers |
Import workflow
Step 1: Prepare your file
Step 2: Start the import
Step 3: Map fields
See Field mapping for detailed guidance.
Step 4: Preview and import
After importing
Verify your data
Fix issues
If you find problems:- Note what needs fixing
- Fix individual records manually, or
- Delete the import and re-import with corrections
Import history
View past imports:Best practices
Start with a test
Before importing everything:- Create a test file with 5-10 records
- Run the import
- Verify results
- Delete test records
- Import full dataset
Import in order
For related records, import in sequence:- Households first — Clients and prospects
- People next — They link to households
- Tasks/Notes last — They link to households
Keep your source file
Save your original CSV file:- Reference for troubleshooting
- Audit trail
- Re-import if needed
Document your mapping
Record how you mapped fields:- Which columns went where
- Any transformations made
- Fields that were skipped
Troubleshooting
Common import errors
“File format not supported”- Ensure file is saved as CSV
- Check file isn’t corrupted
- Try re-exporting from source
- Review required fields for record type
- Ensure column is mapped correctly
- Fill empty values in your file
- Check data formatting (dates, numbers)
- Remove special characters if needed
- Verify values match expected format
Getting help
For import assistance:- Review CSV import guide
- Check Field mapping guide
- Contact support for complex migrations