Import options
CRM import
Migrate directly from Wealthbox or Redtail
CSV upload
Import clients, prospects, other contacts, or notes from CSV or XLSX files
CRM import
CRM import is the recommended way to migrate from Wealthbox or Redtail. It brings over households, people, tasks, notes, opportunities, and other associated data.Supported CRMs
| CRM | Supported data |
|---|---|
| Wealthbox | Households, people, tasks, notes, opportunities, custom fields |
| Redtail | Households, people, tasks, notes, opportunities, custom fields |
Run a CRM import
Filter records
Use filters to choose which records to import. For Wealthbox, filter by assigned user or tags. For Redtail, filter by servicing advisor, keywords, or tag groups.
Map record types
Assign each record a Slant category: Client, Prospect, or Other contact. You can map by tags, contact type, keywords, or other criteria from your source CRM.
After the import
Once your import completes:- Review the import summary for any warnings
- Spot-check a few records to verify data imported correctly
- Add any missing information (service tiers, custom fields, etc.)
Large imports may take a few minutes to process. You’ll receive a notification when the import completes.
CSV upload
CSV upload lets you import data from spreadsheet files. Slant accepts both CSV and XLSX formats.Supported record types
You can import the following record types via CSV upload:- Clients — Active client households
- Prospects — Potential client households
- Other contacts — Professional relationships
- Notes — Notes attached to existing records
Run a CSV upload
Navigate to CSV upload
Go to Settings → Data import, then click CSV upload. This takes you to the upload page.
Map your columns
Match each column in your file to the corresponding Slant field. The system guides you through the mapping process.
Prepare your file
Before uploading, ensure your file:- Has a header row with column names
- Uses UTF-8 encoding (for CSV files)
- Contains one record per row
- Has consistent data formatting
CRM migrations
If you’re migrating from another CRM, here are your options: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 have validation errors or if you toggled them off during the review step.