Our dedicated onboarding team will take on the heavy lifting involved with data migrations. After you have started your Wealthbox trial and made the decision to move forward with Wealthbox, you may have questions regarding how the migration process works. We offer migration planning meetings to discuss your data and current processes. These meetings will help you understand our processes and how to proceed, but once you schedule your migration, the information the Wealthbox team gathers from these meetings will help us understand any unique details required to migrate your important data.
A lot of migrations from our competitors are quick and seamless and may not require a planning meeting. If you don't need a pre-migration meeting, you can send us your data using this secure link and our team will get back to you with the the first available migration date (typically scheduled within 1-2 weeks) and a reminder of our required next steps to begin your migration. Prior to the scheduled date, you may want to send a fresh backup.
If you are not migrating from another CRM and need to import a list of contacts, you can find instructions here to do this without scheduling a migration with the Wealthbox team. Keep in mind, if you need help, we are happy to help.