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What is supported with a data migration to Wealthbox?
What is supported with a data migration to Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Wealthbox supports migrating the following data types. Each file should include record IDs and the related Contact IDs so the data can be properly linked to records during import.

  • Contacts

  • Notes

  • Tasks

  • Events

  • Opportunities

  • Projects (i.e. seminars, workshops, etc)

  • Manually tracked financial account details

We do not support the following data types with migrations:

  • Recurring activities - The rules are different between CRMs so it is not possible to import the repeating occurrences. We are able to import the history of these repeating tasks/events, but cannot import them with the repeating settings turned on. Depending on the CRM, we typically can provide a report of all of the items that were repeating, so they can be recreated

  • Files/Documents - Our team can discuss options that can help you move your files.

    Any files attached (PDFs, Word Docs, etc.) to contacts/activities will not be brought over in the transition. We do have a way to link folder URLs from a cloud storage solution, but this can have limitations and likely will need to be discussed with our success team to determine if we can support this option for your migration.

  • Workflows - Workflows are very different between CRMs so they can't be fully migrated. Since workflow templates cannot be brought over, they will have to be recreated. For workflow data, we can import individual steps as tasks so that the history is not lost on a contact but the steps are not linked as they would be moving forward with workflows.

  • Templates would need to be recreated in Wealthbox (workflow, reports, notes, tasks or emails)

  • Email - Emails in general do not import well because of the formatting/code included. Since Emails can be synced using Wealthbox Mail, they can be viewed in your contact records. Depending on the CRM you are coming from, you may have emails included with your Note activity. These emails do come into Wealthbox as notes but often include special characters that come from the code mentioned above.

  • The migration team cannot scrub data. For example, if your data includes duplicate records, our team will not remove duplicates.

​When migrating from another CRMs, typically your backup will be compressed in a ZIP file which will contain multiple CSV files or a backup database in various formats. When sending the file to our team, it's best to keep the file zipped so it uploads completely. Most files are large when they are not compressed and the upload can time out.

If your file is in a different format than the following, please reach out to our Success Team ( to see if we can work with the format you are provided with.

  • ​CSV or Excel files

  • SQL

  • BAK (backup to SQL database)

  • MS Access (MDB)

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