Wealthbox

Open a list of records in Pareto. Click or tap Export to Excel.

In the Export Data to Excel dialog box, click or tap Static worksheet with records from this page. OR In the Export Data to Excel dialog box, click or tap Static worksheet with records from all pages in the current view.

To view the static worksheet, click or tap Open.

You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click or tap Yes.

In Excel, save the exported data to a file.

1. Open a list of records in Pareto. Click or tap Export to Excel.
2. In the Export Data to Excel dialog box, click or tap Static worksheet with records from this page. OR In the Export Data to Excel dialog box, click or tap Static worksheet with records from all pages in the current view.
3. Click or tap Export.
4. To view the static worksheet, click or tap Open.
5. You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click or tap Yes.
6. In Excel, save the exported data to a file.

<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 data from Pareto Platform?

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