CSV import

Upload a spreadsheet to bulk-create records in Slant. This is the best option when you’re switching from a CRM that Slant doesn’t directly support, or when you have data in a file that you want to bring in. Supported file formats: .csv, .tsv, .txt, .xls, .xlsx, and .xml.

What you can import

The CSV upload supports five 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.
Business — Create businesses as standalone records with contact details and one address. Each row creates one business.
Note — Create notes attached to existing records in Slant.

Upload a file

Open data import settings

Go to Settings → Data import.

Click CSV upload

Choose a record type

Select the type of record you want to create from the dropdown: Prospect, Contact, Client, Business, 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.

Review and finish

The final step shows your data in a spreadsheet view. You can edit individual cells, delete rows, or add new rows. Use Find and replace to make changes across multiple rows. A badge at the top shows whether any errors remain. Click Finish when everything looks correct.A confirmation dialog then shows how many records will be imported — for example, Import 12 clients into 5 households? for clients and prospects, or a flat count for other contacts, businesses, and notes. Check these counts before confirming. An unexpected household count usually means a column was mapped incorrectly.

After the import completes, Slant creates the records in the background and takes you to a dedicated import list that tracks the progress. You can see each record as it’s created.

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.

Email matching applies to business imports as well: a row whose email matches an existing business updates that business instead of creating a duplicate. If your file contains duplicate rows (multiple rows with the same email address), only the first row is imported — subsequent duplicates are skipped automatically.

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.

This setting does not apply to note imports. Notes are always created as new records.

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 share most fields. Each row in your file represents one person within a household. Tier and Client since are client-only and don’t appear when importing prospects. 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). Client imports only.
Client since	Date the household became a client. Accepts MM/DD/YYYY or YYYY-MM-DD format. Client imports only.
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.
Note	Adds a note to the household. Combined into a single note when multiple rows in the same household contain notes. Re-running an import with the same note appends a new note rather than replacing the existing one.

Name fields

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).

Contact details

Field	Description
Email	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.

Address

Field	Description
Address Line 1	Street address.
Address Line 2	Apartment, suite, or unit number.
City	City.
State	State or province. For US addresses, use two-letter abbreviations (e.g., CA, NY).
ZIP Code	Postal code. US addresses accept five-digit ZIP or ZIP+4 format (e.g., 12345 or 12345-6789). International addresses accept any postal code format.
Address Type	Home, Work, Mailing, or Other.
Primary Address	Whether this is the primary address.
Address 2 Line 1	Street address for a second address.
Address 2 Line 2	Apartment, suite, or unit number for a second address.
Address 2 City	City for a second address.
Address 2 State	State or province for a second address.
Address 2 ZIP Code	Postal code for a second address.
Address 2 Type	Home, Work, Mailing, or Other.

Personal details

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.
Company	Name of the person’s current employer. Creates an employment record linked to the person.
LinkedIn URL	Person’s LinkedIn profile URL.
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, address, and personal details fields as clients and prospects — including LinkedIn URL and Company. They do not support household, tier, tag, or note fields, and only one address per contact (no Address 2 fields).

Business fields

Each row creates one business as a standalone record. Businesses aren’t grouped into households, and the import doesn’t link them to any household or person. Business details

Field	Description
Business name	The name of the business. Required.
Industry	The business’s industry.
Website	The business’s website URL.
Tax ID	Tax identification number.
Additional info	Free-text notes about the business.
Tags	Comma-separated list of tags to assign to the business.
Note	Attaches a single note to the business on import.

Contact details

Field	Description
Email	Email address.
Email Type	Type of email: Personal, Business, School, or Other. Defaults to Personal if blank.
Mobile phone	Mobile phone number.
Home phone	Home phone number.
Work phone	Work phone number.
Fax	Fax number.
Other phone	Additional phone number.

Address Businesses support one address.

Field	Description
Address Line 1	Street address.
Address Line 2	Apartment, suite, or unit number.
City	City.
State	State or province. For US addresses, use two-letter abbreviations (e.g., CA, NY).
ZIP Code	Postal code.
Country	Country.
Address Type	Home, Work, Mailing, or Other.

Any custom fields defined on the Business record type appear automatically during column mapping.

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).

How notes are matched to records Each note needs a Record type and either a Record ID or Record name so Slant can find the right record. Record ID is the most reliable way to match. You can find it in the URL when viewing a record — for example, 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

Notes that can’t be matched to an existing record are skipped without any error. Double-check that your record type and name (or ID) values match records already in your book.

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?

CSV, TSV, TXT, XLS, XLSX, and XML files are all supported.

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?

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?

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?

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.

Getting started

Setting up Slant

Dashboard

Activity

Records

Platform

Account settings

Help

What you can import

Upload a file

Update existing records

Available fields

Client and prospect fields

Other contact fields

Business fields

Note fields

Custom fields

FAQ

Next steps

Importing from Redtail

Importing from Wealthbox

​What you can import

​Upload a file

​Update existing records

​Available fields

​Client and prospect fields

​Other contact fields

​Business fields

​Note fields

​Custom fields

​FAQ

​Next steps

Importing from Redtail

Importing from Wealthbox

What you can import

Upload a file

Update existing records

Available fields

Client and prospect fields

Other contact fields

Business fields

Note fields

Custom fields

FAQ

Next steps