To export your contacts into Wealthbox from Apple contacts:
 1. Open “Contacts” on your Mac, then click on the group you would like to export (e.g. “All Contacts”) on the left side.


 2. Click “File”, then “Export”, then “Export vCard” and save the file.


 3. Login to Wealthbox, and after following this link click on “vCard” – https://app.crmworkspace.com/imports
 4. Choose your saved vCard file, click “Upload and Import”, then on the next screen click on the “Import” button again.

See also:

Tips for preparing your data before importing into Wealthbox

How do I import my contacts?

How do I import notes? 

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