Import options
CSV import
Import clients, contacts, and other data from CSV files
Wealthbox import
Migrate directly from Wealthbox CRM
Manual entry
Add clients one at a time through the interface
API import
For developers: use our API for custom migrations
CSV import
CSV import is the most flexible way to bring in data from any source.Prepare your CSV file
Before importing, ensure your CSV file:- Has a header row with column names
- Uses UTF-8 encoding
- Contains one record per row
- Has consistent data formatting
| Column | Description | Required |
|---|---|---|
household_name | The household or family name | Yes |
first_name | Head of household first name | Yes |
last_name | Head of household last name | Yes |
email | Primary email address | Recommended |
phone | Primary phone number | Optional |
tier | Service tier (A, B, C, or D) | Optional |
spouse_first_name | Spouse first name | Optional |
spouse_last_name | Spouse last name | Optional |
spouse_email | Spouse email | Optional |
Run the import
1
Open data import
Go to Settings → Data import in your book settings.
2
Select import type
Choose Households to import clients or prospects.
3
Upload your file
Click Upload CSV and select your file. Files up to 10MB are supported.
4
Map your columns
Match each column in your CSV to the corresponding Slant field. Slant will auto-detect common column names.
5
Set import options
Choose whether to create clients or prospects, and set default values for any missing fields.
6
Preview and import
Review the preview to ensure data looks correct, then click Import.
After the import
Once your import completes:- Review the import summary for any errors or warnings
- Spot-check a few records to verify data imported correctly
- Add any missing information (profile photos, custom fields, etc.)
Large imports may take a few minutes to process. You’ll receive a notification when the import completes.
What can be imported
| Data type | CSV import | CRM import |
|---|---|---|
| Clients (households) | ✓ | ✓ |
| Prospects | ✓ | ✓ |
| Contacts | ✓ | ✓ |
| People (household members) | ✓ | ✓ |
| Tasks | — | ✓ |
| Notes | — | ✓ |
| Custom fields | ✓ | ✓ |
Handling duplicates
Slant checks for duplicates during import based on:- Email address
- Phone number
- Name matching
- Skip — Don’t import the duplicate record
- Update — Merge new data with the existing record
- Create anyway — Import as a new record
Troubleshooting imports
Import failed with errors
Import failed with errors
Check the error report for specific issues. Common problems include:
- Missing required fields (household name, head of household)
- Invalid email format
- Unrecognized tier values (must be A, B, C, or D)
Data appears incorrectly
Data appears incorrectly
Verify your CSV encoding is UTF-8. Special characters may display incorrectly with other encodings. Re-export your CSV with UTF-8 encoding and try again.
Some records weren't imported
Some records weren't imported
Check the import summary for skipped records. Records may be skipped if they’re duplicates or have validation errors.
CRM migrations
If you’re migrating from another CRM, we offer direct integrations for:Wealthbox
Full migration including clients, tasks, and notes
Other CRMs
Export from your CRM and import via CSV