Importing + Exporting

33 articles in this collection
Written by Amber and Team Wealthbox

How can I export my contacts from my iPhone?

step by step instructions to export iPhone contacts to vCard

Written by Amber
Updated over a week ago

How do I export data from Copper/ProsperWorks?

export instructions for Copper/ProsperWorks

Written by Amber
Updated over a week ago

How do I export my data from Junxure Cloud CRM?

junxure export instructions for migration

Written by Amber
Updated over a week ago

What is the cost of having Wealthbox support import data?

Written by Team Wealthbox
Updated over a week ago

How do I export my contacts from Redtail’s Tailwag CRM and import them into Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I transfer my data from Salesforce CRM to Wealthbox CRM?

Written by Team Wealthbox
Updated over a week ago

How do I export my contacts from Outlook into a CSV file?

Written by Team Wealthbox
Updated over a week ago

How do I import my Apple contacts into Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I import my contacts from Outlook?

Written by Team Wealthbox
Updated over a week ago

How do I export my contacts from Gmail?

Written by Team Wealthbox
Updated over a week ago

Tips for preparing your data before importing into Wealthbox

Written by Team Wealthbox
Updated over a week ago

What information can I import into Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I import notes?

Written by Team Wealthbox
Updated over a week ago

How do I export from ACT?

Written by Team Wealthbox
Updated over a week ago

How do I export my contacts from Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from SmartOffice?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Maximizer CRM?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Pareto Platform?

Written by Team Wealthbox
Updated over a week ago

What is a vCard?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Infusionsoft?

Written by Team Wealthbox
Updated over a week ago

How do I backup my data in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I export my contact data from Grendel?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Advisor’s Assistant?

Written by Team Wealthbox
Updated over a week ago

How do I export my contact data from Junxure Desktop CRM?

Written by Team Wealthbox
Updated over a week ago

How do I format contact notes to import into Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from GoldMine?

Written by Team Wealthbox
Updated over a week ago

Can you give “tier” or “hierarchy” permissions within Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Daylite CRM?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Insightly?

Written by Team Wealthbox
Updated over a week ago

Can I get a backup of my data in a CSV file?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Highrise CRM?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Microsoft Dynamics?

Written by Team Wealthbox
Updated over a week ago

How do I export my data from Less Annoying CRM?

Written by Team Wealthbox
Updated over a week ago