Wealthbox

You will need to reach out to Grendel's customer support to request a backup of your data. You will receive an email with a link to download the file from the FTP server along with credentials to do so. Once you have the backup file, you can request migration assistance by contacting support from the three vertical dots in the upper right corner of Wealthbox.

<a href="https://help.wealthbox.com/importing-exporting/tips-for-preparing-your-data-before-importing-into-wealthbox/" rel="nofollow noopener noreferrer" target="_blank">Tips for preparing your data before importing into Wealthbox</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-contacts-2/" rel="nofollow noopener noreferrer" target="_blank">How do I import my contacts?</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-notes/" rel="nofollow noopener noreferrer" target="_blank">How do I import notes? </a>

How do I export my contact data from Grendel?

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