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Slant has a dedicated import process for Wealthbox that brings in your households, people, tasks, notes, opportunities, tags, custom fields, and more.

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What transfers from Wealthbox

Data typeDetails
HouseholdsHousehold records with relationships
PeopleIndividual contacts with roles
Contact infoEmail addresses, phone numbers, addresses
TagsAll tags on households, people, and businesses
NotesNotes and comments attached to contacts
TasksOpen and completed tasks
OpportunitiesPipeline data and deal stages
Custom fieldsWealthbox custom fields (text, number, date, checkbox, single select, text area)
EventsCalendar events
BusinessesBusiness entity records
TrustsTrust records

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What does not transfer

  • Email message history (syncs fresh from your email provider after connecting)
  • Wealthbox workflows (recreate these in Slant)
  • Wealthbox integrations (connect directly in Slant)
  • User accounts (created fresh in Slant)
  • Files (remain in Wealthbox; connect a storage integration for document management)

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Export from Wealthbox

Slant imports Wealthbox data from a JSON export file, not a CSV. Follow these steps to export from Wealthbox:
  • Log in to Wealthbox
  • Go to Settings > Data backup (direct link: https://app.crmworkspace.com/settings/data_backup)
  • Click the Request Export button
  • Wait 1—2 minutes for the export to complete (you may need to reload the page)
  • Download the .json or .zip file to your computer

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Import into Slant

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During onboarding

When setting up Slant for the first time:
  • Select Wealthbox as your CRM
  • Upload the JSON or ZIP file you downloaded
  • Click Process my export
  • Continue with the onboarding flow
Slant processes the file in the background. You can proceed with other setup steps while it runs.

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From settings

  • Navigate to Settings > Data import
  • Click New import and select Wealthbox
  • Upload your JSON or ZIP file

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Choose who to import

After the file is processed, Slant shows the Wealthbox users and tags found in your export:
  • Select users — Choose which Wealthbox users’ contacts to import
  • Select tags — Optionally filter by tag to import only tagged contacts
You must select at least one user or tag to proceed.

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Decide who becomes a client

Specify how to classify imported contacts as clients or prospects:
  • Contact type — Select which Wealthbox contact types should be marked as clients
  • Tags — Select which tags should designate a contact as a client
Contacts that match these criteria become clients. Everyone else becomes a prospect.

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Start the import

Click Start import. Slant imports the data into your book. The import status updates as it progresses:
  • Reading file — Parsing the JSON and creating import items
  • Importing — Importing data into Slant
  • Completed — Import finished; ready for review

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Accept the import

After the import completes, review the results. When you are satisfied:
  • Click Accept import
  • Slant queues data enrichment for up to 1,000 records, starting with clients

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After import

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Verify your data

  • Check that household counts match your expectations
  • Open key clients and verify their data
  • Confirm people are in the correct households with the right roles
  • Verify tasks and notes are associated with the correct records

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Post-import tasks

  • Set service tiers — Wealthbox categories may not map directly to Slant’s A/B/C/D tiers; review and assign them
  • Connect integrations — Email, calendar, and custodian connections need to be set up separately in Slant
  • Review relationships — Head of household and spouse designations may need adjustment

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Tips

  • Export everything at once. Going back for additional exports adds time.
  • Clean up before you migrate. Merged duplicates and updated records in Wealthbox mean cleaner data in Slant.
  • Keep Wealthbox accessible during transition. Maintain read-only access for reference.