Wealthbox has a mapping tool that simplifies your import process; however, to ensure you are including all of your data and taking advantage of all the features within Wealthbox, we suggest you follow best practice steps below to cleanse your data file before importing into Wealthbox.
- Households: Wealthbox allows you to link family members within a household. Each “person” needs to have a single contact record. To easily link the family members, you should create two columns within your Excel/CSV file; A “Household name” column that you would populate the last name into and a “Household title” column that you would populate with the relationship (eg. Head, Spouse, Partner, Child, Grandchild, Parent, Grandparent or Other Dependent). After importing the file, you will see a record for the “Household” as well as each individual within the household. Within the record profiles you will see the linked family members on the right-side panel.
- Addresses: You will want to list an address as the “Mailing Address” to ensure addresses appear in report results. You can have Home address, Work address, Other address fields, but to make sure the address is marked as Mailing address, you will want to include the following columns: Mailing address type (include “Home”, “Work”, etc) and in the coordinating columns list the “Mailing Address”, “Mailing City”, “Mailing State”, “Mailing Zip”.
- Companies: Wealthbox allows you to link contacts to a company record. We suggest importing a list of company records before importing your list of contacts. When importing your contacts, Wealthbox automatically links the contacts employed by those companies. You can then open a company record to see a list of all your contacts employed by the company.
- Custom Fields: Review the fields within your data and compare to the list of fields within Wealthbox to see if there are any fields you want to track but are not standard fields in Wealthbox. For those fields, you can create “Custom Fields” in Wealthbox prior to your import. The fields in your existing file can then be mapped to the newly created custom field when importing.
- Tags: Wealthbox has a tagging feature which allows you to add very detailed descriptions to your client (eg, Golfer, 529 Plan, 401K). When your contacts are imported you can add your tags within each record. We suggest adding a column to your import file labeled “tags.” You can add multiple tags to each contact by separating them with a comma within the same cell or be creating multiple columns all labeled “tags” to enter a single tag into each column. Each column would then need to be mapped to the “tags” field when importing.
- Unique ID: If your past CRM used a unique ID for each record, we recommend mapping this field to our “External unique ID” field. This allows you to import your notes file. You can also match the contact records to the notes with first and last names, but the unique id field is the best option if provided.
- Tier or Hierarchy permissions: If your clients can be viewed by certain people in your office by levels (or tiers), we suggest creating your groups within the settings and then separating your contacts into files by those tiers. When you import each file, you can choose the “visible to” settings for the records you are importing.
- Data Cleansing: Correct duplicates that are not obvious. For example, within the company field, you may have a record entered as “ABC” and in another record you may have entered the same company as “ABC, Inc.”
- Keep in mind, if you have contact files from more than one source, you will want to import the data where the most detail exists first. The import process will skip duplicates so you want to ensure the details exist in the first import for contacts that may exist in multiple sources. For example, if you choose to import your Twitter contacts, you may want to import your CRM contacts first to ensure phone numbers, emails, etc. are included in the contact records. After importing the contacts with all the details, you can then import from Twitter to capture any contacts who may not be found in your CRM.