By Team and 1 other2 authors14 articles
What are the required steps for migrating data to Wealthbox?
How do I migrate my data to Wealthbox?
How do I import notes?
How do I format contact notes to import into Wealthbox?
Tips for preparing your data before importing into Wealthbox
What information can I import into Wealthbox?
What is supported with a data migration to Wealthbox?
How do I find my users' first and last names and IDs in Redtail for my migration to Wealthbox?
Getting Started in Wealthbox
What differences should I be aware of before migrating data from Redtail?
How can I prepare for my data migration?
How do I run an update with an import in Wealthbox?
How can I prepare my data to run a bulk with an import?
Can I update my data in bulk with an import?