What transfers from Wealthbox
Fully supported
| Data Type | Details |
|---|---|
| Contacts | All contact records with profile data |
| Households | Household groupings and relationships |
| Contact info | Emails, phones, addresses |
| Tags | All tags and categorizations |
| Notes | Notes attached to contacts |
| Tasks | Open and completed tasks |
| Opportunities | Pipeline data and deal stages |
| Custom fields | Standard Wealthbox custom fields |
Partially supported
| Data Type | Notes |
|---|---|
| Events | Can import as notes or meetings |
| Files | Manual transfer may be needed |
| Workflows | Need to be recreated in Slant |
Not transferred
- Email message history (syncs fresh from email provider)
- Wealthbox-specific integrations
- User accounts (created fresh in Slant)
Export from Wealthbox
Export contacts
1
Log in to Wealthbox
Access your Wealthbox account.
2
Navigate to Contacts
Go to the Contacts section.
3
Select all
Use the checkbox to select all contacts, or filter to specific groups.
4
Export
Click Export and choose CSV format.
5
Include all fields
When prompted, select all available fields for export.
Export households
1
Navigate to Households
Go to the Households section in Wealthbox.
2
Export
Use the export function to download household data.
Export tasks
1
Navigate to Tasks
Go to the Tasks section.
2
Filter if needed
Optionally filter to specific date ranges or statuses.
3
Export
Download the task export file.
Export notes
1
Access notes export
Wealthbox may require an admin or API export for notes.
2
Request from support
Contact Wealthbox support if bulk note export isn’t available in UI.
Export opportunities
1
Navigate to Opportunities
Go to the Opportunities or Pipeline section.
2
Export
Download opportunity data including stages and values.
Share files with Slant
Once you have your export files:1
Contact Slant
Reach out to your Slant representative or support.
2
Receive secure upload link
We’ll provide a secure method to share your files.
3
Upload exports
Upload all your Wealthbox export files.
4
Include context
Note any special field mappings or considerations.
Field mapping
Slant maps Wealthbox fields to corresponding Slant fields:Contact fields
| Wealthbox | Slant |
|---|---|
| First name | Person first name |
| Last name | Person last name |
| Email address | |
| Phone | Phone number |
| Address | Address |
| Date of birth | Date of birth |
Household fields
| Wealthbox | Slant |
|---|---|
| Household name | Household name |
| Type (Client/Prospect) | Household type |
| Members | People within household |
Custom fields
Wealthbox custom fields can map to:- Slant’s equivalent custom fields (if similar)
- New custom fields created in Slant
- Notes (if no appropriate field exists)
During import
Test import
Before the full migration:- We import a sample of your data
- You review in Slant to verify accuracy
- We adjust mappings based on your feedback
- Full import proceeds once approved
What to check in test
- Household names display correctly
- People are in the right households
- Contact information is complete
- Tags imported as expected
- Custom field data looks right
After import
Verify your data
Spot-check important records:1
Check household counts
Compare total households in Slant vs Wealthbox.
2
Review key clients
Open your most important clients and verify data.
3
Check relationships
Verify spouses/partners are linked correctly.
4
Review tasks
Confirm open tasks imported with correct assignments.
Common post-import tasks
Set service tiers — Wealthbox segmentation may not map directly to Slant tiers. Review and assign A/B/C/D tiers. Configure review schedules — Set review cadence for clients based on tier and relationship. Merge duplicates — Some contacts may create duplicates if they existed in multiple Wealthbox households. Update relationships — Head of household and spouse designations may need review.Connect integrations
After import, set up Slant integrations:- Connect your email account
- Set up calendar sync
- Link custodian accounts
Timeline
Typical Wealthbox migration timeline:| Phase | Duration |
|---|---|
| Export preparation | 1-2 days |
| File review and mapping | 1-2 days |
| Test import and approval | 1-2 days |
| Full import | Same day |
| Post-import review | 1-3 days |
Tips for success
Export everything you need 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 active briefly. Maintain read-only access during transition to reference if needed. Notify your team. Coordinate the transition so everyone knows when to start using Slant.Getting help
If you encounter issues during migration:- Contact your Slant representative for guided support
- Document specific problems with examples (record IDs, expected vs actual data)
- Don’t modify imported data until issues are resolved