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If you’re migrating from a CRM other than those with direct integrations, you can import your data using CSV files. This guide covers how to export from common CRMs and import into Slant.

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General process

Migrating from any CRM follows these steps:
1

Export from old CRM

Export your data as CSV files.
2

Prepare the data

Clean and format for Slant’s import.
3

Map fields

Match your columns to Slant fields.
4

Import into Slant

Upload and verify the import.
5

Review and clean up

Check imported data and fix any issues.

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Exporting from common CRMs

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Redtail

1

Go to Reports

In Redtail, navigate to Reports.
2

Select Contact Export

Choose the contact/client export option.
3

Select fields

Include all fields you want to migrate.
4

Export as CSV

Download the CSV file.
Key Redtail fields to export:
  • Contact information (name, email, phone)
  • Categories and tags
  • Family/household relationships
  • Notes and activities
  • Custom fields

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Salesforce

1

Go to Reports

Navigate to Reports in Salesforce.
2

Create export report

Build a report with all contact/account fields.
3

Export

Click Export and choose CSV format.
Salesforce considerations:
  • Export Contacts and Accounts separately
  • Include relationship fields
  • Export related objects (tasks, notes) separately

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Junxure

1

Use Data Export

Access Junxure’s data export function.
2

Select tables

Choose contacts, households, and related tables.
3

Export

Download as CSV files.

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Other CRMs

Most CRMs offer CSV export:
  1. Look for “Export,” “Data Export,” or “Backup” options
  2. Select the records to export
  3. Choose CSV format
  4. Include all relevant fields
If your CRM doesn’t have CSV export, contact their support for data extraction options.

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Preparing your data

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Clean your data first

Before importing, clean your data: Remove duplicates:
  • Identify duplicate contacts
  • Decide which record to keep
  • Remove or merge duplicates
Standardize formatting:
  • Phone numbers: (555) 123-4567
  • States: Two-letter abbreviations (CA, not California)
  • Dates: YYYY-MM-DD format
Fill in blanks:
  • Required fields need values
  • Use placeholders if necessary

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Required fields

Slant requires these fields for import:
Record typeRequired fields
Clients/ProspectsHousehold name, at least one person
PeopleFirst name, last name
ContactsName
Include these for complete records:
FieldWhy important
Email addressesCommunication tracking
Phone numbersContact information
AddressesComplete client profile
Tier/CategoryService level classification
Assigned advisorProper assignment

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Field mapping

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Common mappings

Map your CRM fields to Slant fields:
Your CRM fieldSlant field
First Nameperson.first_name
Last Nameperson.last_name
Emailperson.email
Home Phoneperson.phone
Street Addressperson.address_line_1
Cityperson.city
Stateperson.state
Zipperson.postal_code
Account Namehousehold.name
Type/Categoryhousehold.tier

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Handling unmapped fields

For fields that don’t have direct mappings:
  • Custom fields: Import to Slant custom fields
  • Notes: Import as note records
  • Tags: Map to Slant tags
  • Other: Consider if data is still needed

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Import process

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Step 1: Upload CSV

1

Go to Import

Navigate to Settings → Import.
2

Select import type

Choose what you’re importing (clients, contacts, etc.).
3

Upload file

Select your prepared CSV file.

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Step 2: Map columns

1

Review detected columns

Slant shows detected columns from your CSV.
2

Map each column

For each column, select the matching Slant field.
3

Skip unnecessary columns

Mark columns to skip that you don’t need.

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Step 3: Preview and validate

1

Preview data

Review how records will be created.
2

Check for errors

Address any validation errors shown.
3

Verify sample records

Confirm data looks correct.

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Step 4: Import

1

Start import

Click Import to begin.
2

Wait for completion

Large imports may take several minutes.
3

Review results

Check the import summary for any issues.

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Multiple imports

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Import order

For complete migrations, import in this order:
  1. Households/Clients — Create the client records first
  2. People — Add people to households
  3. Contacts — Import professional contacts
  4. Tasks — Import open tasks
  5. Notes — Import historical notes

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Linking records

After importing related records:
  • People link to households by matching household name
  • Tasks link by client name or ID
  • Notes link by client name or ID

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Post-import cleanup

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Verify data

After importing:
1

Spot check records

Open several imported records to verify data.
2

Check counts

Confirm the number of imported records matches expectations.
3

Test relationships

Verify people are in correct households.

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Fix issues

Common post-import fixes:
  • Merge duplicate records
  • Correct field values
  • Add missing information
  • Adjust assignments

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Clean up old CRM

Once verified:
  1. Keep old CRM accessible during transition
  2. Set a date to fully decommission
  3. Export final backup before closing

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Getting help

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Assisted migration

For complex migrations, Slant offers assisted migration:
  • Data analysis and mapping assistance
  • Import execution and verification
  • Post-import support
Contact your account manager or support for assisted migration.

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Support resources

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Tips for success

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Start with a test batch

Before importing everything:
  1. Export a small sample (10-20 records)
  2. Import the sample
  3. Verify results
  4. Adjust mapping if needed
  5. Then import the full dataset

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Keep your old data

Don’t delete your old CRM data until:
  • Full import is verified
  • Team is comfortable with Slant
  • Compliance retention requirements met

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Document your mapping

Keep a record of:
  • How you mapped fields
  • Any data transformations made
  • What was not imported and why
This helps with questions later.

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Next steps

Importing data

General import guide

Wealthbox migration

Direct Wealthbox migration