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 of 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 need specific details exported to CSV files, the reports would be an option as well.
