The standard import tools available from the Imports page in Wealthbox will not support updating current records. These import tools will support importing new records.

Additional tools are available but require a discussion with our Customer Success team. To learn more about updating data using these import tools, please reach out to our Customer Success team (success@wealthbox.com) who will schedule a meeting to go over how the tools work and determine which users should have the tools enabled for their logins.

Note: an account owner will need to authorize enabling the tools for users after the Customer Success team has provided instructions.