Your contact details can be exported into a CSV file by clicking “export” on the right side panel of the contact list page.
To request a full backup your data stored in Wealthbox:
- Navigate to Settings by clicking on the three dots at the top right corner of your Wealthbox screen.
- Click on “Export” under “Workspace”
- From the dropdown, choose XML or JSON for your export file format.
- Click on “Request Export.”
- You will then receive an email notifying you when your export is ready to download.
If you are in need of notes, the full backup is the option you will want. If you need an Excel format, XML easily imports into Access…which can easily be exported into Excel.