What can be imported
Depending on your previous CRM, Slant can import:| Data Type | Description |
|---|---|
| Households | Client and prospect records |
| People | Individual contacts within households |
| Contact information | Emails, phones, addresses |
| Tasks | Open and completed tasks |
| Notes | Historical notes and comments |
| Opportunities | Pipeline and deal data |
| Tags | Categorization labels |
| Custom fields | Firm-specific data fields |
Supported CRM migrations
Full migration support
These CRMs have dedicated import processes:- Wealthbox — Comprehensive migration with field mapping
- Redtail — Client and activity data import
- Salesforce — Standard object migration
CSV import
For CRMs without dedicated support:- Export your data as CSV files
- Import into Slant using the general CSV importer
- Map columns to Slant fields
The migration process
1
Export from your CRM
Generate export files from your current CRM. We’ll provide guidance on what to export.
2
Share files with Slant
Upload or share your export files securely.
3
Review mapping
Slant maps your data to the appropriate fields. You review and approve.
4
Import runs
Data imports into your Slant workspace.
5
Verify and clean up
Review imported data and address any issues.
Before you migrate
Prepare your data
Clean up your current CRM:- Merge duplicate records
- Update outdated contact information
- Archive or delete records you don’t need
- Verify important relationships are correct
Identify custom fields
List any custom fields you use:- What data do they store?
- Which fields are essential vs. nice-to-have?
- How should they map to Slant fields?
Document your workflows
Note how you use your current CRM:- How are clients categorized?
- What tags or labels do you rely on?
- How do you track pipeline stages?
What to expect
Timeline
Migration timelines vary:| CRM Data Volume | Typical Timeline |
|---|---|
| Under 500 households | 1-2 days |
| 500-2,000 households | 3-5 days |
| Over 2,000 households | 1-2 weeks |
Data validation
After import, you’ll want to spot-check:- Household counts match expectations
- Key clients have complete data
- Tasks and notes are associated correctly
- Custom fields populated properly
What may need adjustment
Some things often need post-import attention:- Household relationships — Spouse/partner associations
- Primary contacts — Who’s the head of household
- Duplicate resolution — Records that didn’t merge cleanly
- Tag consolidation — Simplifying tag structures
Getting started
Request a migration
To start your migration:- Contact your Slant representative — They’ll coordinate the process
- Describe your current CRM — What you’re migrating from
- Share data scope — Approximate number of clients and data types
Self-service imports
For smaller datasets or ongoing imports, use Slant’s import tools:- Navigate to Settings → Import
- Select your data type
- Upload and map your file
Migration support
Migration is a collaborative process. Your Slant team will:- Guide you through exporting from your CRM
- Review your data and suggest field mappings
- Run test imports to verify accuracy
- Perform the production import
- Help resolve any post-import issues