Importing from Wealthbox

Slant can import your Wealthbox data by signing in to your Wealthbox account directly from the import wizard. The wizard downloads your data, then walks you through filtering contacts, mapping them to Slant categories, and reviewing everything before any records are created.

Start the import

Open data import settings

Go to Settings → Data import.

Click New import

Select Wealthbox as the source and click Next

Enter your Wealthbox email and password, then click Sign in & import. Slant connects to your account and downloads your data automatically.If your account uses two-factor authentication, you’ll be prompted to enter the verification code sent to your phone.

Your Wealthbox credentials are only used to download your data during the import. They are not stored after the import completes.

Wait for processing

A progress screen shows live counts of the households, people, tasks, notes, and other records found in your data. This may take a few minutes for large accounts.

Once processing is complete, the wizard advances to the filter step.

Upload a file instead

If you prefer not to sign in — or if the automatic download fails — you can upload a Wealthbox export file manually.

Export your data from Wealthbox

Log in to Wealthbox and go to Settings → Data Backup. Click the green Request Export button, wait 1–2 minutes for the export to generate (you may need to reload the page), then download the JSON file.

Switch to file upload

On the Wealthbox sign-in screen, click I have my Wealthbox export file.

Upload your file

Click the upload area and select your .json or .zip file. You’ll see the file name and size once it’s attached.

Create the import

Click Create import. Slant processes your file and extracts the data.

Import workflows and opportunities

The Import workflows / opportunities step lets you retrieve additional Wealthbox data that is not included in the standard export:

Turn on Import workflows as projects to create Slant project templates and projects from Wealthbox workflows.
Turn on Import opportunities to create Slant pipelines, stages, and opportunities from your current Wealthbox data.

Both options use the same secure Wealthbox sign-in and verification flow. Enter your Wealthbox username and password, choose either or both options, then continue. The credentials are stored encrypted and used only while Slant retrieves the selected data.

Filter contacts

The first step after processing is deciding which contacts to include.

Import all contacts — Brings in every contact from your Wealthbox data.
Filter contacts prior to import — Only imports contacts that match any of the filters you set:
- Assigned to — Filter by the assigned user in Wealthbox.
- Tags — Filter by Wealthbox tags.

Choose your option and click Continue to mappings.

Map contact types

This step controls how your Wealthbox contacts are categorized in Slant. You’ll see three sections, each with filters for Contact type and Tags:

Who becomes a client? — Contacts matching any of these filters are imported as clients.
Who becomes a past client? — From the remaining contacts, those matching any of these filters are imported as past clients.
Who becomes a prospect? — From the remaining contacts, those matching any of these filters are imported as prospects.
What should remaining contacts become? — Contacts that don’t match any of the above are imported as either Other contacts (default) or Prospects.

A sidebar shows a live count of how many contacts fall into each category as you configure your mappings. Click Continue to review when you’re done.

Review and import

The review step shows every contact that will be imported in a table. For each row you can:

Uncheck the checkbox to exclude a contact from the import.
Change the category using the dropdown to reassign a contact as client, past client, prospect, or other contact.
Hover over a name to see a preview card with the household’s people, their roles, contact info, and associated records.

The last column shows associated record counts — how many tasks, notes, events, and opportunities are linked to each contact. When you’re satisfied with the selections, click Import. Slant creates the records in the background — you can close the window and continue using Slant while the import runs. A progress indicator shows the percentage complete and how many records have been imported.

What gets imported

Depending on the data in your Wealthbox account, Slant imports:

Households — Family units with all their members and roles (head of household, spouse, dependents)
People — Individual contact details including email, phone, address, date of birth, and gender
Standalone individuals — Contacts not assigned to a household are imported as individual households
Businesses — Business contacts with their associated records
Trusts — Trust entities and their associated records
Tasks — Tasks linked to contacts, including comments
Notes — Notes linked to contacts
Phone calls — Wealthbox phone calls are imported as Slant Notes on the linked household, business, or trust. Each note’s body starts with a header line (“Phone call by [creator] on [date/time]”) followed by the call’s comment thread. Re-importing preserves the appended comments without creating duplicates.
Events — Wealthbox events are imported as Slant notes. Event comments are appended to the same note, and re-importing avoids duplicate comments.
Opportunities — Pipeline opportunities linked to contacts, including pipelines and stages when Import opportunities is enabled
Custom fields — User-defined fields from Wealthbox are automatically created as custom fields in Slant

Wealthbox tags are converted to tags in Slant during the import. Any Wealthbox data that doesn’t map to a specific Slant field is preserved as a note on the contact so nothing is lost.

Field mapping reference

These tables summarize the Wealthbox data Slant can bring in and where that data appears after import.

From the JSON export

Wealthbox field/concept	Slant field/concept	Notes
Workspace ID / name	Not imported
Contacts: type = Household	Household	Creates a household in Slant. The final Slant type is controlled by import mapping rules: client, past client, prospect, or remaining-item behavior.
Contacts: type = Person	Person / Household	Creates a person in Slant. If the person belongs to a Wealthbox household, Slant adds them to that household. If not, Slant creates an individual household for that person.
Contacts: type = Organization	Business	Creates a business record in Slant.
Contacts: type = Trust	Trust	Creates a trust record in Slant. If Wealthbox identifies a grantor or trustee who is also imported, Slant attaches the trust to that person’s household.
Contacts: Household fields	Household fields	Includes household name, household status, and important/background information.
Contacts: Person with a household	Person in household	The person is added to the Wealthbox household referenced on the person record.
Contacts: Person without a household	Standalone household with person	Slant creates an individual household for the person so the contact can be imported into Slant’s household-based data model.
Contacts: Person fields	Person fields	Includes job title, LinkedIn URL, first name, middle name, last name, preferred name/nickname, salutation/prefix, suffix, date of birth, and date of death.
Contacts: Person gender	Person gender	Mapped values include female, male, non-binary, and unknown. Unknown is imported as other.
Contacts: Person marital status	Person marital status	Wealthbox married, single, divorced, widowed, and separated map to the same Slant statuses. Wealthbox life partner maps to partnered, and Wealthbox unknown maps to relationship unknown.
Contacts: Person household role	Person household role	Mapped values include Head, Spouse, Partner, Child, Grandchild, and Other Dependent. Unknown or blank roles are imported as unknown. Standalone people default to head of household.
Contacts: Person client since date	Household client since date	For households with people, Slant uses the head of household’s client since date when available. If unavailable, Slant uses the first available person client since date, then the household created date.
Contacts: Organization fields	Business fields	Includes organization name, industry/occupation, website, and background information. If the organization name is blank, Slant assigns a placeholder business name using the Wealthbox ID, such as Business #12345.
Contacts: Organization websites	Business website	Slant imports the primary website when Wealthbox marks one as primary. Otherwise, Slant imports the first website listed.
Contacts: Organization tax ID / SSN	Business tax ID	Slant uses tax ID first. If tax ID is blank, Slant uses SSN.
Contacts: Trust fields	Trust fields	Includes trust name and background information. If the trust name is blank, Slant assigns a placeholder trust name using the Wealthbox ID, such as Trust #12345.
Contacts: Trust SSN / tax ID	Trust tax ID	Slant uses SSN first. If SSN is blank, Slant uses tax ID.
Contacts: Trust grantor / trustee relationships	Trust related household	When Wealthbox includes grantor or trustee relationship data, Slant uses it to connect the trust to the appropriate imported household.
Contacts: Emails	Email addresses	Email value, type, and primary status are imported for people and businesses. Duplicate email addresses are consolidated, with primary emails preferred.
Contacts: Email type	Email type	Mapped values: Personal and Home to personal, Work to business, and Other to other. Unrecognized values default to personal.
Contacts: Phone numbers	Phone numbers	Phone value, type, and primary status are imported for people and businesses. Values that Slant cannot recognize as valid phone numbers are not imported, such as “call me” or “000”.
Contacts: Phone type	Phone type	Mapped values include Work, Home, Mobile, Vacation, Fax, and Other. Unrecognized values default to mobile.
Contacts: Addresses	Addresses	Address lines, city, state, zip, country, type, and primary status are imported for people and businesses. Addresses on Wealthbox household or trust records are not currently mapped to dedicated Slant address fields.
Contacts: Address type	Address type	Mapped values include Work, Home, Vacation, and Other. Unrecognized values default to home.
Contacts: Address ZIP code	Address ZIP code	Slant imports valid U.S. five-digit ZIP codes and ZIP+4 values for U.S. addresses. International addresses keep their source postal code format.
Contacts: Address country	Address country	United States is imported as US. Other country values are carried over from Wealthbox.
Contacts: Assigned to	Not imported	Used during import setup to choose which Wealthbox records should be imported into the selected Slant book.
Contacts: Contact type	Not imported	Used during import setup to choose how Wealthbox contacts should be imported into the selected Slant book. If no explicit mapping is selected, Client generally maps to Client and other values generally map to Prospect.
Contacts: Tags	Household tags	Wealthbox household and person tags are combined and imported as household tags in Slant. Tags are also available during import setup to choose which records should be imported.
Contacts: Custom field values	Household custom field values	Wealthbox custom field values are imported as Slant household custom fields. For household records with multiple people, Slant uses the head of household’s custom field values when available; otherwise, Slant uses the first person’s values.
Contacts: Contact roles	Household user-reference custom fields	Each Wealthbox contact role (for example, “Financial Planner” or “Service Advisor”) is created as a user-reference custom field on the household, with the role’s allowed teammates set as the field’s selectable users. Workflow steps assigned to a contact role import with that custom field as the assignee.
Contacts: Related contacts	Relationships	Imported as relationships when both contacts are included in the import. Related people are added to the same Slant household only when they are part of the same Wealthbox household; otherwise, they remain separate records linked by a relationship.
Contacts: Named relationship fields	Relationships	Imported as named relationships, such as Attorney, CPA, Doctor, Insurance Agent, Business Manager, Family Officer, Assistant, Other, Trusted Contact, and Referred by. Referred by creates an inverse Referral relationship.
Contacts: SSN	Secure person SSN import	SSN values are imported automatically as part of the Wealthbox import through Slant’s secure SSN import process.
Contacts: Driver’s license fields	Secure driver’s license import	Driver’s license values are imported automatically as part of the Wealthbox import through Slant’s secure driver’s-license import process.
Contacts: Other profile fields	Import note	Most nonblank contact fields that do not have a dedicated Slant field are preserved in an import note. SSN and driver’s-license fields are handled through the secure import processes above instead.
Users	Not imported	Wealthbox users are not imported as Slant users. They are used during import setup to support filtering and assignment matching.
Users: First name / last name	Not imported	Used to label assignment options during import setup.
Users: Email	Not imported	Used to match Wealthbox users to existing Slant users for assignments and comment authorship.
Teams	Teams	Non-archived Wealthbox teams are created as Slant teams to preserve team assignment on tasks.
Teams: Name	Team name
Custom fields	Custom field definitions	Wealthbox custom fields are created in Slant so the imported custom field values have matching fields to populate.
Custom fields: Label / name	Custom field display name / field key	The Wealthbox field label is used as the Slant display name and to generate the Slant field key.
Custom fields: Field type	Custom field type	Mapped values: string to text, number to number, date to date, checkbox to boolean, single select to single select, multi-string to text, and text area to rich text. Unrecognized types default to text.
Custom fields: Field options	Custom field select options	Used for single-select custom fields. Options are split on semicolons or commas.
Custom fields: Visibility / category scoping	Not imported
Tasks	Tasks	Tasks are imported and linked to the related contact, household, person, business, or trust when possible. Tasks without a linked contact can still be imported as standalone tasks.
Tasks: Related contact ID	Task related record	When the task is linked to a Wealthbox contact, Slant uses the Wealthbox contact ID to attach the task to the corresponding Slant record.
Tasks: Related resources	Task related record	Used to identify the related contact when Wealthbox does not provide a direct related contact ID.
Tasks: Fields	Task fields	Includes task name/title, description, and due date. Task titles are imported as rich text; descriptions preserve HTML when present.
Tasks: Completed	Task status	Completed Wealthbox tasks are imported as done. Incomplete Wealthbox tasks are imported as todo.
Tasks: Completed date	Task completed date	Imported only for tasks marked completed in Wealthbox.
Tasks: Assigned to / assigned team	Task assignee / assigned team	Team assignments are matched to Slant teams when possible. User assignments are matched by email address. If no matching Slant user is found, the task is assigned to the primary Slant user for the book.
Tasks: Category	Task tag	Imported as a task tag/category.
Tasks: Priority / frame / repeat schedule / visibility fields	Not imported
Tasks: Templates	Not imported
Repeating tasks	Not imported
Notes	Notes	Notes are imported when they are linked to an imported contact, household, person, business, or trust.
Notes: Related resources	Note related record	Used to attach the note to the related contact. Notes without a linked contact are not imported.
Notes: Fields	Note fields	Includes note content. HTML content is preserved; plain text is formatted as note content.
Notes: Tags	Note tags	Imported as note tags when present.
Notes: Pins / versions / visibility fields	Not imported
Notes: Templates	Not imported
Events	Notes	Wealthbox events are imported as Slant notes rather than Slant meetings.
Events: Related resources	Event related record	Used to attach the event note to the related contact. Events without a linked contact are not imported.
Events: Fields	Imported event note fields	Includes event title/name, location, and description.
Events: Start time / end time / all-day setting	Imported event note When line	Used to add a formatted date/time line to the imported event note. Invalid dates are omitted from that formatted line.
Events: Meeting ID / attendees / invited contacts / status / category / repeat schedule / visibility fields	Not imported
Meetings	Not imported
Phone calls	Notes	Wealthbox phone calls are imported as Slant notes.
Phone calls: Related contact	Phone call related record	Required to attach the phone call to a Slant record. Phone calls without a related contact are not imported.
Phone calls: Creator / call date	Phone-call note title/content	Used to create the imported phone-call note title and initial note content.
Phone calls: Comments	Appended note content	Comments on Wealthbox phone calls are appended to the imported phone-call note.
Opportunities	Opportunities	Opportunities from the JSON export are imported when they can be linked to a household. Turn on Import opportunities during setup to also retrieve current Wealthbox pipeline and stage data.
Opportunities: Related contact	Opportunity related record	If the opportunity is linked to a person, Slant uses that person’s household. The additional opportunity import can also preserve standalone opportunities and links to other supported records.
Opportunities: Fields	Opportunity fields	Includes opportunity name and probability. Probability defaults to 0 when blank.
Opportunities: Description	Opportunity description	HTML descriptions are preserved; plain text is formatted as opportunity content.
Opportunities: Amounts	Opportunity value	Slant uses first amount when available, otherwise the first amount listed. Negative values are imported as 0.
Opportunities: Pipeline	Opportunity pipeline	The JSON export does not include Wealthbox pipeline definitions, so JSON-only opportunities use a matching Slant pipeline when possible. When Import opportunities is enabled, Slant creates pipelines and stages from current Wealthbox data.
Opportunities: Stage	Opportunity stage	The JSON export uses the closest matching stage in the selected Slant pipeline when possible. The additional opportunity import preserves the Wealthbox pipeline and stage structure.
Opportunities: Target close date	Opportunity target close date	Imported as the target close date when it can be parsed as a valid date.
Opportunities: Closed date / closed by / manager / next step / visibility fields	Not imported
Comments	Comments / note content	Comments are imported as Slant comments when they can be attached to an imported task, opportunity, project, or project task.
Comments: Task comments	Task comments	Attached to the imported Slant task.
Comments: Event comments	Event-note appended content	Appended to the Slant note created from the Wealthbox event. Re-importing preserves the appended comments without creating duplicates.
Comments: Opportunity comments	Opportunity comments	Attached to the imported Slant opportunity.
Comments: Contact comments	Not imported
Comments: Note/status update comments	Not imported
Comments: Phone call comments	Phone-call note appended comments	Appended to the Slant note created from the Wealthbox phone call.
Comments: Stream item / data file / meeting comments	Not imported
Comments: Content	Comment content	HTML content is preserved; plain text is formatted as comment content.
Comments: Creator	Comment author	Matched to a Slant user by the Wealthbox creator’s email address when possible. If no match is found, the author is left blank.
Workflows	Projects	Turn on Import workflows as projects during setup to retrieve workflows through the additional Wealthbox import.
Projects	Not imported
Manual investment accounts	Not imported
Dropbox emails	Not imported
Restricted user groups	Not imported
Files	Not imported
Stream items	Not imported
Visibility restrictions across records	Not imported
External system IDs across records	Not imported
Original created date across imported records	Original created date	Slant preserves the original Wealthbox created date for imported households, people, businesses, tasks, notes, event notes, phone-call notes, opportunities, and comments.
Updated date across records	Not imported
Custom address types	Not imported
Custom contact types	Not imported
Custom email types	Not imported
Custom phone types	Not imported
Custom website types	Not imported
Financial Account types	Not imported
File categories	Not imported
Investment objectives	Not imported
Mail merge templates	Not imported

From the Wealthbox workflow import

Wealthbox field/concept	Slant field/concept	Notes
workflows	Projects	Wealthbox workflows are imported as Slant projects when Import workflows as projects is enabled during import setup.
workflows: workflow_template_id	Project template related record	Slant creates project templates from Wealthbox workflow templates and uses them when creating imported workflow projects.
workflows: name	Project name input	The final Slant project name combines the household name and project template title.
workflows: fields	Project fields	Mapped fields: description to project description.
workflows: completed_at	Project status/completed_at	Completed Wealthbox workflows become completed Slant projects. Incomplete workflows become in-progress projects.
workflows: active_workflow_step_id / current_step / workflow_steps	Current milestone and task generation	Used to determine the current project milestone and to generate project tasks from workflow steps and subtasks.
workflows: workflow_steps subtasks	Project tasks	Workflow steps and subtasks become Slant tasks under the appropriate project milestones.
workflows: assigned_to_id / assigned_to_email on workflow steps	Project/task assignee	Matched to Slant users by email when possible. When an email is not available, Slant uses the Wealthbox user ID to identify the corresponding Wealthbox user and then match by email.
comments: resource_type = Workflow / WorkflowStep / SelectedOutcome	Project/workflow comments	Workflow-step comments may attach to the corresponding project task.

FAQ

How long does the import take?

Processing your data typically takes a few minutes depending on the size of your account. The final import step also runs in the background — you’ll see a progress bar showing the percentage complete.

What happens if I close the window during import?

The import continues in the background. You can check its progress by returning to Settings → Data import and clicking on the import.

Can I run multiple imports from Wealthbox?

Yes. Each import is tracked separately on the Data import page. Be aware that running multiple imports from the same Wealthbox account may create duplicate records.

What happens to contacts that don't match any filters?

If you chose to filter contacts, only contacts matching your filters are included. On the mapping step, any contacts that don’t match the client, past client, or prospect filters are imported as either other contacts or prospects, depending on the option you select.

How are Wealthbox users mapped to Slant users?

Slant matches Wealthbox users to Slant users by email address. A contact’s Wealthbox assigned user is only used to filter which records get imported — it isn’t stored as an owner on the imported record. Wealthbox contact roles are imported separately as user-reference custom fields on the household.

Getting started

Setting up Slant

Dashboard

Activity

Records

Platform

Account settings

Help

Importing from Wealthbox

Start the import

Upload a file instead

Import workflows and opportunities

Filter contacts

Map contact types

Review and import

What gets imported

Field mapping reference

From the JSON export

From the Wealthbox workflow import

FAQ

​Start the import

​Upload a file instead

​Import workflows and opportunities

​Filter contacts

​Map contact types

​Review and import

​What gets imported

​Field mapping reference

​From the JSON export

​From the Wealthbox workflow import

​FAQ

Start the import

Upload a file instead

Import workflows and opportunities

Filter contacts

Map contact types

Review and import

What gets imported

Field mapping reference

From the JSON export

From the Wealthbox workflow import

FAQ