.csv, .tsv, .txt, .xls, .xlsx, and .xml.
What you can import
The CSV upload supports four record types:- Prospect — Create prospect households with people, contact details, and addresses.
- Client — Create client households with people, contact details, and addresses.
- Contact — Create other contacts with a single person and contact details.
- Note — Create notes attached to existing records in Slant.
Upload a file
Choose a record type
Select the type of record you want to create from the dropdown: Prospect, Client, Contact, or Note.
Upload your file
Click Upload CSV. An import wizard opens with five steps: Upload, Set header, Match columns, Bulk fix, and Review and edit.
Choose a file
Drag and drop your file into the upload area, or click Choose a file to browse. The wizard advances to the next step once the file is loaded.
Set the header row
The wizard highlights the row it thinks contains your column names. Click Confirm selection and continue if it’s correct, or click a different row to change the selection. If your file has no column names, click The file has no column names.
Match columns
The wizard suggests matches between your column names and Slant fields. Review the matches in the Your column name / Matches to table. Use the dropdown to change a match, or click Ignore to skip a column. Click Confirm matching and continue when you’re done.
Fix errors
If any rows have validation errors (e.g., an invalid email format or a missing required field), the wizard shows a Bulk fix step where you can correct them across all affected rows at once. If there are no errors, this step is skipped automatically.
Update existing records
Check Update existing records before clicking Upload CSV to update records that already exist in Slant instead of creating duplicates. Slant matches incoming rows to existing records by email address. For each row in your file:- Email matches an existing record — Slant updates that record’s fields with the values from your file (name, phone numbers, addresses, tags, custom fields, etc.). If the record was previously archived, it is reactivated.
- No email match — Slant creates a new record.
When Update existing records is unchecked, rows that match an existing email are skipped — no duplicate is created, but the existing record is not updated. If the matching record was archived, it is reactivated.
Available fields
The fields available during column mapping depend on the record type you selected. Your file doesn’t need to include all fields — only the ones you have data for.Client and prospect fields
Clients and prospects support the same fields. Each row in your file represents one person within a household. Household fields| Field | Description |
|---|---|
| Household ID | Groups multiple rows into the same household. If not provided, each row becomes its own household. |
| Household Name | Name for the household. Defaults to “Last Name Household” if not provided. |
| Tier | Service tier (A, B, C, D by default, or your custom tier labels). |
| Household Role | Role within the household: Head of Household, Spouse, Partner, or Dependent Child. Defaults to Head of Household. |
| Tags | Comma-separated list of tags to assign to the household. |
| Field | Description |
|---|---|
| Full Name | The person’s full name. Use this or First Name and Last Name — at least one is required. |
| First Name | Required if Full Name is not provided. |
| Last Name | Required if Full Name is not provided. |
| Middle Name | Middle name. |
| Preferred Name | Name the person prefers to be called. |
| Salutation | Preferred salutation (e.g., Mr., Mrs., Dr.). |
| Suffix | Name suffix (e.g., Jr., III). |
| Designations | Professional designations (e.g., CPA, CFP). |
| Field | Description |
|---|---|
| Primary email address. | |
| Email Type | Type of primary email: Personal, Business, School, or Other. |
| Email 2 / Email 2 Type | Second email address and its type. |
| Email 3 / Email 3 Type | Third email address and its type. |
| Mobile Phone | Mobile phone number. |
| Home Phone | Home phone number. |
| Work Phone | Work phone number. |
| Fax | Fax number. |
| Other Phone | Additional phone number. |
| Field | Description |
|---|---|
| Address Line 1 | Street address. |
| Address Line 2 | Apartment, suite, or unit number. |
| City | City. |
| State | Two-letter state abbreviation (e.g., CA, NY). |
| ZIP Code | Five-digit ZIP code or ZIP+4 format (e.g., 12345 or 12345-6789). |
| Address Type | Home, Work, Mailing, or Other. |
| Primary Address | Whether this is the primary address. |
| Field | Description |
|---|---|
| Date of Birth | Accepts MM/DD/YYYY or YYYY-MM-DD format. |
| Gender | Female, Male, Non-binary, Other, or Prefer not to say. |
| Marital Status | Single, Married, Partnered, Separated, Divorced, Widowed, or Unknown. |
| Job Title | Current job title or occupation. |
| Social Security Number | Securely stored after import. |
| Driver License Number | Securely stored after import. |
| Driver License State | Two-letter state abbreviation for the issuing state. |
| Driver License Issue Date | Accepts MM/DD/YYYY or YYYY-MM-DD format. |
| Driver License Expiration Date | Accepts MM/DD/YYYY or YYYY-MM-DD format. |
Other contact fields
Other contacts use the same name, contact details, and personal details fields as clients and prospects. They do not support household, address, tier, or tag fields.Note fields
Note imports work differently from other record types. Instead of creating new records, each row attaches a note to an existing record in your book. You need to tell Slant which record each note belongs to.| Field | Required | Description |
|---|---|---|
| Record type | Yes | The type of record this note belongs to: Client, Prospect, Contact, or Business. |
| Note content | Yes | The text content of the note. |
| Record ID | No | The ID of the record to attach this note to. |
| Record name | No | The name of the record to attach this note to. |
| Original created date | No | When the note was originally created. Accepts various date formats (e.g., MM/DD/YYYY, YYYY-MM-DD). |
hqhpCbSxjZ from slant.app/clients/hqhpCbSxjZ. If you provide both an ID and a name, the ID takes priority.
Record name matching is case-insensitive:
- Clients and prospects — matches the household name (e.g., “Smith Household”) or any person’s full name (e.g., “John Smith”)
- Other contacts — matches the person’s full name
- Businesses — matches the business name
Custom fields
Any custom fields you’ve created in Slant automatically appear as available columns during the mapping step. This lets you import data directly into your custom fields without any extra configuration.FAQ
What file formats are supported?
What file formats are supported?
CSV, TSV, TXT, XLS, XLSX, and XML files are all supported.
How do I import multiple people into the same household?
How do I import multiple people into the same household?
Include a Household ID column with a shared value for people in the same household. For example, give all members of the Smith family the same Household ID. Assign one person the Head of Household role and others as Spouse, Partner, or Dependent Child.
What happens if my column names don't match Slant's field names?
What happens if my column names don't match Slant's field names?
The mapping tool automatically suggests matches based on common naming patterns. For example, “fname” or “firstname” will match to “First Name”. You can manually adjust any mapping before confirming.
Can I import data from a CRM that Slant doesn't directly support?
Can I import data from a CRM that Slant doesn't directly support?
Yes. Export your data from your current CRM as a CSV file, then use the CSV upload to bring it into Slant. You may need to reorganize columns to match Slant’s expected fields.
Where do imported records appear?
Where do imported records appear?
After a successful import, Slant takes you to a dedicated import list that shows every record created during the import. Imported records also appear in their respective sections — clients in Clients, prospects in Prospects, and so on.
Next steps
Importing from Redtail
Import directly from a Redtail database backup
Importing from Wealthbox
Import from a Wealthbox data export