Slant can import your existing data so you don’t have to start from scratch. Whether you’re switching from another CRM or working from a spreadsheet, the import tool walks you through mapping and reviewing your data before anything is created.Documentation Index
Fetch the complete documentation index at: https://docs.slant.app/llms.txt
Use this file to discover all available pages before exploring further.
Getting to data import
Import options
Slant supports three ways to bring in your data:- Redtail — Import directly from a Redtail database backup file. Slant extracts your households, people, tasks, notes, and more. See importing from Redtail.
- Wealthbox — Import from a Wealthbox data export. Slant maps your contacts, tasks, notes, and other records automatically. See importing from Wealthbox.
- CSV — Upload a spreadsheet (CSV, XLSX, XLS, and other formats) to import clients, prospects, other contacts, or notes. Best for custom data or when switching from a CRM that Slant doesn’t directly support. See CSV import.
What gets imported
Depending on the source, Slant can import:- Clients and prospects (as households with people)
- Other contacts (professional relationships like CPAs and attorneys)
- Tasks and notes
- Meetings and events
- Opportunities
How CRM imports work
When importing from Redtail or Wealthbox, a guided wizard walks you through five steps:- Select CRM source — Choose Redtail or Wealthbox.
- Upload export file — Upload the backup or export file from your previous CRM.
- Filter contacts — Choose which records to include based on criteria like assigned advisor or tags.
- Map contact types — Decide how each record should be categorized in Slant (client, prospect, or other contact).
- Review all data — Preview everything before the import runs. Fix any warnings or exclude records you don’t want.