> ## 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.

# Overview

> Bring your existing client data into Slant from another CRM or a CSV file.

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.

## Getting to data import

<Steps>
  <Step title="Open data import settings">
    Go to **Settings** → **Data import**.
  </Step>
</Steps>

## 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](/records/people), tasks, notes, and more. See [importing from Redtail](/setting-up-slant/importing-your-data/from-redtail).
* **Wealthbox** — Import from a Wealthbox data export. Slant maps your contacts, tasks, notes, and other records automatically. See [importing from Wealthbox](/setting-up-slant/importing-your-data/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](/setting-up-slant/importing-your-data/csv-import).

## What gets imported

Depending on the source, Slant can import:

* Clients and prospects (as households with [people](/records/people))
* Other contacts (professional relationships like CPAs and attorneys)
* Tasks and notes
* Meetings and events
* Opportunities

During the import process, you'll choose how to categorize each record and review everything before it's created in Slant.

## How CRM imports work

When importing from Redtail or Wealthbox, a guided wizard walks you through five steps:

1. **Select CRM source** — Choose Redtail or Wealthbox.
2. **Upload export file** — Upload the backup or export file from your previous CRM.
3. **Filter contacts** — Choose which records to include based on criteria like assigned advisor or tags.
4. **Map contact types** — Decide how each record should be categorized in Slant (client, prospect, or other contact).
5. **Review all data** — Preview everything before the import runs. Fix any warnings or exclude records you don't want.

<Tip>
  You can also access CSV upload directly from the **Data import** page by clicking **CSV upload** next to the **New import** button.
</Tip>