Notes can be imported into Wealthbox and associated to the contacts if they are in CSV or Excel file.

The notes file can include the following fields (external ID or contact name along with note content are necessary):

  • External ID (unique identifier from past CRM)
  • Contact full name
  • Contact first name
  • Contact last name
  • Date note created
  • Date note updated
  • Note content
  • User who created the note (if the historical notes were created by an employee who is not a user in Wealthbox, the note will show created by the account owner).
  • Note creator email

See also: Tips for preparing your data before importing into Wealthbox

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