All CollectionsImporting + Exporting
By Team and 1 other2 authors9 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 or isn't supported with a data migration to Wealthbox?
How do I find my user names and IDs in Redtail for my migration to Wealthbox?
Getting Started in Wealthbox