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
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