CRM import overview

Migrating to Slant from another CRM? We help you bring your existing data—clients, contacts, tasks, notes, and more—into your new workspace.

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What can be imported

Depending on your previous CRM, Slant can import:

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Supported CRM migrations

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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

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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

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The migration process

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Before you migrate

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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• Update outdated contact information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

Clean data in your source CRM means clean data in Slant.

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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?

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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?

This helps us configure Slant to match your processes.

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What to expect

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Timeline

Migration timelines vary: Complex migrations with heavy customization take longer.

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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

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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

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Getting started

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Request a migration

To start your migration:

1. Contact your Slant representative — They’ll coordinate the process
2. Describe your current CRM — What you’re migrating from
3. Share data scope — Approximate number of clients and data types

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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

See Importing data for details.

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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

Note: Full migration services may be included with your plan or available as an add-on.

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Next steps